Files
Ethan Palm 9a4ec7b557 Editor docs overhaul (#7112)
* Fix editor docs accuracy, split media page, clear translation orphans

Accuracy fixes, each verified against mintlify/mint or mintlify/server:

- pages.mdx: "Editors and managers can restore them" -> "admins".
  "Manager" is not a Mintlify role.
- index.mdx: publishing on a feature branch does not automatically open a
  pull request; you choose commit-to-branch or PR. Contradicted the
  branching page's own table.
- branching-and-publishing.mdx: preview deployments build when you open a
  pull request, not on every branch save. Confirmed in gitlabWebhooks
  (handleMergeRequestOpenEvent) and cruxWebhooks (keyed on reviewId).
  tutorial.mdx was already correct.
- settings.mdx: rewritten against editor-settings-form.tsx. The panel has
  four sections, not "two layers", and the entire Appearance section was
  undocumented - including "Open live preview in new tab", which
  live-preview.mdx already linked readers to. Corrected three setting
  labels, noted that draft PRs default to on, added the 20,000-character
  instruction limit.
- live-preview.mdx: link now resolves to /editor/settings#appearance.

De-bloat:

- Split the media section out of pages.mdx (172 lines, 15 subtopics) into
  editor/media.mdx and added it to the nav.
- Trimmed index.mdx from 11 sidebar-duplicating cards to 4.

Translation orphans and redirects:

- Deleted 7 translated files whose English source was removed in April and
  June. The translate automation never cleaned them up, and in PR #6062 it
  wrote into es|fr|zh/editor/media.mdx 34 days after the English source was
  deleted.
- Dropped /editor/media -> /editor/pages so it stops shadowing the
  recreated page.
- Added /{es,fr,zh}/editor/publish, completing an English-only redirect.
- Added /editor/collaborate and its language variants. That page was
  deleted in June with no redirect and has been a live 404 since.

mint broken-links clean, mint a11y clean, vale 0/0/0 on changed files.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* Restructure editor docs: 14 pages to 9, cut UI description

The editor section had grown to 14 pages, about 40% of which described
things a user can see on screen. The ratio was 105 field-enumeration
bullets to 42 procedural steps.

New structure, organized around what is invisible rather than what is
on screen:

  Overview      absorbs git-essentials (concepts + the Git mapping table)
  Tutorial      unchanged
  Edit content  absorbs media and navigation
  Publish       branch mechanics, conflicts, git sync, commit signing
  Review        previews, pull requests, approve and merge
  Collaborate   comments + suggestions + real-time editing
  Editor agent  trimmed
  Settings      absorbs configurations as a pointer
  Keyboard shortcuts  unchanged

Removed: git-essentials, media, navigation, live-preview, comments,
suggestions, configurations, branching-and-publishing. Added: publish,
review, collaborate.

configurations.mdx was the clearest cut. It was a 193-line field-by-field
mirror of the Site configurations panel, which is a third rendering of
information already in the docs.json schema and in organize/settings-*
(2,694 lines). It is now a short section in settings.mdx covering only
what is specific to editing configuration from the editor: real-time
sync, the SVG logo constraint, and the redirects interface.

Also cut: block actions, the minimap, code block options, right-click
menu enumerations, page settings field lists (already delegated to
/organize/pages), and most screenshots of self-evident controls.

1,320 to 848 body lines. Field-enumeration bullets 105 to 29.

English redirects added for all eight removed pages. Language variants
deliberately omitted: es/fr/zh still carry the old structure, so
redirecting those paths now would shadow pages that still exist there.
The translation automation should mirror this restructure; verify
afterward that no orphans remain.

Vale vocabulary widened rather than reworded around: autocommit(s|ed|ing)?,
autosav(e|es|ed|ing), dotfile(s)?.

mint broken-links clean, mint a11y clean, vale 0 errors on editor/.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* Correct keyboard shortcuts against the editor keymap

Verified every documented shortcut against the bindings in mintlify/mint
rather than inferring them. The app-level set is exhaustive:
mod+backslash, mod+i, mod+k, mod+s, mod+shift+period, mod+z, shift+mod+d,
shift+mod+s. Visual-mode bindings come from the Tiptap extensions.

- Cmd/Ctrl+Shift+F ("Switch between Navigation and Files tree") does not
  exist. No such binding is registered anywhere in the dashboard. Replaced
  with the real binding at that spot in the UI: Cmd/Ctrl+Shift+. toggles
  "Show all files".
- Added Heading 5 and Heading 6. Heading.configure sets levels 1-6 and
  preserves the parent Mod-Alt-N shortcuts; the table stopped at 4.
- Added Cmd/Ctrl+G for accordion group, bound in Accordions.tsx.

Confirmed correct and unchanged: Cmd+K search, Cmd+I agent, Cmd+Shift+S
mode toggle, Cmd+Shift+D diff, Cmd+\ sidebar, Cmd+Shift+M comment,
Cmd+Shift+E suggesting mode, Cmd+Shift+X strikethrough, Cmd+K link,
Cmd+Enter line break, Cmd+Shift+8 unordered list, and that source mode
runs Monaco.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* Document auto publish, drop the deprecated deploy branch lock

Auto publish is available to all deployments, so the settings panel shows
"Auto publish" rather than "Main branch autocommits". It is not just a
rename: when it is on, the editor hides the branch selector and the
Publish button entirely (TopBar returns null for both), so there is no
pending state and no review step. Documented that behavior in
settings.mdx and added a note at the top of publish.mdx, since that page
otherwise assumes a publish step exists.

The deployment branch lock was deprecated and removed, so it stays out of
the docs. It was already dropped from settings.mdx in the restructure.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* 💅

* copy edit index

* Fix editor docs I verified against dead code

Three claims traced to code that never mounts. Ethan confirmed the diff
shortcut does not work, which exposed the pattern.

- Removed Cmd/Ctrl+Shift+D for diff view. It is registered only at
  SubBar/index.tsx:488, inside EditorSubBar, which is exported and
  imported by nothing. There is no live diff shortcut; exitDiff exists
  only as an onClick in EditorModeContextMenu.
- Source mode runs CodeMirror, not Monaco. SourceEditor resolves through
  source-editor/index.tsx to editor-view.tsx, which imports
  @codemirror/state and @codemirror/view. Monaco is used only by
  EmbedModal. The shortcut rows themselves were correct: CodeMirror's
  defaultKeymap and searchKeymap match VS Code for toggle comment, move
  line, duplicate line, find, and add cursor above/below, all confirmed
  against @codemirror/commands.
- Rewrote the left panel section of pages.mdx. The tabs are Home and
  Publishing (EditorNavigationSidebarContents.tsx:62), not Navigation and
  Files. The Navigation/Files switcher lives in the same dead SubBar
  component. Home renders the workspace file tree including private
  pages; Publishing renders the site navigation and site settings.
  Confirmed by the e2e helper openPublishingNavigation, which queries the
  Publishing tab by role against the running app.

Also corrected in that section: the tree hides docs.json, dotfiles,
extensionless files, all-caps Markdown, and css/js/jsx/mjs/cjs/pdf unless
Show all files is on; "unlisted" was an invented term, replaced with a
link to /organize/hidden-pages; and the folder menu item is "New page",
confirmed by e2e, not "New file".

Added four source-mode bindings that are real and undocumented: Cmd+B and
Cmd+I insert Markdown markers, Cmd+Option+Shift+[ and ] fold and unfold
all.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* copy edit pages

* copy edit publish

* copy edit review

* copy edit settings

* copy edit collaborate

* Updated mintlify pages

- Updated quickstart.mdx

Mintlify-Source: dashboard-editor

* copy edit keyboard shortcuts

* Updated mintlify pages

- Updated quickstart.mdx

Mintlify-Source: dashboard-editor

* Revert "Updated mintlify pages"

This reverts commit 8d1b50cbfc.

* Updated mintlify pages

- Updated quickstart.mdx

Mintlify-Source: dashboard-editor

* fix editor edits

* Mirror the editor restructure into es, fr, and zh

Brings all three translated sites onto the same nine-page structure as
English instead of waiting for the translate automation, which has a
documented history of leaving orphans behind.

Content:
- Deleted 21 orphans: branching-and-publishing, comments, configurations,
  git-essentials, live-preview, navigation, and suggestions in each
  language. None had an English source after the restructure.
- Added publish, review, and collaborate in each language.
- Rewrote index, pages, settings, agent, and keyboard-shortcuts to match
  the current English content, including Home/Publishing tabs, CodeMirror
  source mode, Show all files, and the restored Appearance section.
- Kept the existing conventions: es uses usted, fr uses vous, keywords and
  product UI labels stay in English, and every heading is wrapped in a
  <div id="english-slug"> so cross-language anchors resolve. Verified that
  every English anchor exists in all three languages.

Navigation and redirects:
- es.json, fr.json, and zh.json now list the same nine pages as docs.json.
- Removed six locale redirects that would have shadowed the new publish
  and collaborate pages once they existed.
- Added 21 locale redirects for the removed pages and retargeted the
  destinations that pointed at them.
- Retargeted four /editor/configurations redirects that pointed at
  #site-configurations, an anchor dropped in the settings rewrite.
- Rewrote stale links in changelog, authentication-setup, concepts, and
  glossary across all three languages, since broken-links does not follow
  redirects.

English fixes needed first, all caused by the settings restructure:
- Restored ## Appearance. Two pages link to #appearance, and its four
  preferences were otherwise undocumented.
- Restored ## Create draft pull requests by default, which changelog
  links to and which defaults to on.
- Promoted Main branch autocommits from ### to ##; it was nested under PR
  instructions, and its warning named a setting no longer on the page.
- Retargeted publish.mdx from the removed #auto-publish anchor.
- Fixed a missing space in the settings page intro.

mint broken-links clean, mint a11y clean (1042 files), vale 0 errors,
all five JSON files valid.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: mintlify[bot] <109931778+mintlify[bot]@users.noreply.github.com>
2026-08-25 19:40:14 -07:00

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4.6 KiB
Plaintext

---
title: "Editor settings for AI and publishing"
sidebarTitle: "Settings"
description: "Configure editor appearance, AI instructions, and publishing defaults to control how the Mintlify web editor looks and how it commits and merges changes."
keywords: ["editor", "settings", "ai", "instructions", "publishing", "pull request", "merge", "appearance", "preferences"]
---
The editor [settings page](https://app.mintlify.com/settings/deployment/editor) controls the appearance, publishing behavior, and agent behavior.
- **Appearance**: Personal preferences for how the editor looks and behaves. These apply only to you.
- **Publishing**: Deployment-wide defaults for how the editor commits changes and opens pull requests. These apply to everyone who publishes.
- **Chat**: Persistent instructions for the editor's AI agent.
- **Danger zone**: Actions that can't be undone.
## PR instructions
PR instructions guide the AI when it generates a pull request title and description. They apply whenever the editor opens a pull request on your behalf, including from **Create pull request** and **Merge and publish** flows.
Use PR instructions to standardize what reviewers see, for example:
- Required sections like **Summary** and **Changes**.
- A description template that links to a tracking system.
- Tone or length requirements for titles.
Example:
```text
Title: imperative mood, under 70 characters, no trailing period.
Description: include a "## Summary" section (one sentence) and a
"## Changes" section as a bulleted list. Link any referenced page
using its relative path.
```
Instructions are limited to 20,000 characters.
## Main branch autocommits
Main branch autocommits push changes to your main branch automatically, shortly after you stop typing. If you enable this setting, the editor **hides branches and the publish step entirely**. Changes go live with no review.
<Warning>
With main branch autocommits on, there is no pending state and no chance to review. Every edit reaches your live site shortly after you stop typing.
</Warning>
## PR merge method
Choose how the editor merges pull requests when you click **Merge and publish**:
- **Merge**: Creates a merge commit that preserves the full branch history. This is the default.
- **Squash**: Combines all commits in the branch into a single commit on your deployment branch.
- **Rebase**: Replays each commit from the branch onto your deployment branch without a merge commit.
If you pass an explicit merge method through the API or your Git provider's UI, that choice takes precedence.
<Tip>
Match your merge method to your Git provider's branch protection settings. If your deployment branch only allows squash merges, set the method to **Squash** to avoid failed merges from the editor.
</Tip>
## AI instructions
AI instructions are persistent guidance that the editor sends to the AI alongside your request. Use them to capture style and tone rules you don't want to repeat every time, like voice, terminology, or formatting conventions.
Your instructions apply to:
- **Edit with AI** actions on a selection, such as rewrite, expand, or fix.
- **Agent sessions** started from the editor.
Each teammate maintains their own instructions, scoped to their user account. Instructions are limited to 20,000 characters.
Add AI instructions when you find yourself repeating the same guidance in prompts, for example:
- Enforcing second-person voice or sentence case headings.
- Preferring specific product names or terminology.
- Banning marketing language or filler phrases.
- Requiring certain components, like always using `<Note>` for callouts.
Keep instructions short and specific. The AI follows them on every request, so vague or contradictory rules degrade results.
Example:
```text
- Use second person ("you") and active voice.
- Use sentence case for all headings.
- Refer to the product as "Acme"—never "Acme Inc." or "the platform".
- Wrap notes and warnings in <Note> or <Warning> components.
- Do not add introductory filler like "In this guide" or "Let's explore".
```
Leave the field empty to remove your instructions.
## Reset editor
**Reset editor** forces the editor to discard its local state and sync with your Git repository. Reset the editor if it gets stuck out of sync with your repo, for example if the file tree is empty or shows errors like `Unable to find docs.json`. This can happen even though the file exists on your deployment branch and your live site builds normally.
<Warning>
If you reset the editor, you discard any unpublished changes that you haven't committed to Git. If you have pending edits you want to keep, publish them first.
</Warning>