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Document Editor

The Document Editor in Leapfrog provides a comprehensive environment for organizing, analyzing, and collaborating on qualitative research data. This guide explains the editor’s key features and how to use them effectively.

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Core Features

• Real-time Collaboration: Multiple users can work on the same document simultaneously.
• Rich Text Editing: Format and structure your research notes and analysis.
• Transcript Integration: Import and analyze audio/video transcripts directly in documents.
• Tagging and Coding: Identify and categorize themes in your research data.
• Custom Document Fields: Add structured metadata to organize your research.

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Collaborative Editing

Leapfrog’s Document Editor supports full real-time collaboration:

• Simultaneous Editing: Multiple team members can write, edit, and annotate documents at the same time.
• Presence Awareness: See who is currently viewing or editing the document.
• Change Tracking: All changes are synchronized instantly across all users.

Access to documents is determined by workspace permissions. All workspace members with appropriate permissions (editors and owners) can access and collaborate on documents within that workspace.

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Formatting and Structure

The Document Editor provides standard text formatting options through the toolbar:

Available formatting includes:

• Text Styling: Bold, italic, underline, strikethrough
• Headings: Multiple heading levels for document structure
• Lists: Bulleted and numbered lists
• Code Blocks: For technical or verbatim content
• Links: Add hyperlinks to external resources

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Transcript Integration

A key feature of the Document Editor is seamless transcript integration:

1. Click the waveform button in the toolbar to open the media upload panel.
2. Upload your audio or video file.
3. Configure transcription settings (language, redaction, filler words, etc.).
4. Start the transcription process.

Once transcription is complete, the transcript appears directly in your document, where you can:

• Edit the transcript text if needed
• Add tags and codes to identify themes
• Add notes and analysis alongside the transcript
• Format sections for clarity

For detailed instructions on transcription, see the Transcribing Interviews guide.

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Document Fields

Document fields provide structured metadata for your research documents, enabling better organization and analysis.

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Using Document Fields

Each document in a workspace displays its document fields at the top of the editor. To use them:

1. Click on a field to edit its value.
2. Add the appropriate information based on the field type:
   • Text fields: Enter short text values
   • Number fields: Enter numerical data
   • Date fields: Select or enter dates
   • Switch fields: Toggle between yes/no states

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Benefits of Document Fields

Document fields serve several important functions:

• Standardize Metadata: Ensure consistent information across all research documents
• Facilitate Filtering: Quickly find documents with specific attributes
• Enable Analysis: Group and compare data based on field values
• Support Canvas Integration: Use fields to organize and filter data in the Canvas view

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Managing Document Fields

Document fields are configured at the workspace level. To customize them:

1. Navigate to Workspace Settings > Documents
2. Add, edit, or remove document fields as needed
3. Changes apply to all documents in the workspace

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Adding Quotations and Codes

The Document Editor integrates directly with Leapfrog’s coding system:

1. Select Text: Highlight relevant sections in your document.

2. Create Quote or Tag: Use the toolbar options to:

   • Create a quote (for collecting important segments)
   • Add a tag (to categorize the text by theme)

3. Manage Codes: View and organize all quotes and tags in the Codes page.

For detailed information on the coding process, see the Quotes and Tags guide.

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Search and Navigation

The Document Editor includes features to help navigate longer documents:

• Full-text Search: Find specific terms or phrases within the document
• Heading Navigation: Jump to different sections using the document structure
• Tag Highlighting: Quickly locate all instances of a particular tag

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Best Practices

• Create a consistent structure for your research documents
• Use headings to organize different sections of interviews or analysis
• Apply document fields consistently across all research documents
• Use collaborative features to conduct team analysis sessions
• Integrate note-taking directly alongside transcripts for immediate insights