Using the Document Editor

Last updated: 16 April 2026

Using the Document Editor

The Jump document editor is a rich text editor for creating clinical documents with formatting, dynamic content, and branding.

Formatting Toolbar

The toolbar at the top of the editor provides:

  • Text styling - bold, italic, strikethrough
  • Alignment - left, centre, right
  • Lists - bulleted and numbered
  • Font family and font size selectors
  • Line spacing - 1.0, 1.15, 1.5, 2.0
  • Text colour - preset colour palette
  • Links - insert and manage hyperlinks
  • Tables - insert tables with customisable rows and columns
  • Undo / Redo - step through edit history

Selecting text also shows a bubble menu with quick formatting options.

Merge Fields

Merge fields are dynamic placeholders that resolve to real patient, clinician, or practice data when the document is saved or exported.

To insert a merge field:

  1. Type @ in the editor
  2. An autocomplete menu appears with categorised fields
  3. Search or browse to find the field you need
  4. Click to insert

Merge fields appear as highlighted badges in the editor. They are grouped into categories: Patient, Practice, Clinician, Appointment, Recipient, System, Referral, and Links.

If any merge fields cannot be resolved (e.g. the patient has no NHS number), a validation banner highlights the issue before saving.

Document Details Sidebar

The left sidebar provides quick pickers for context:

  • Problem Quick Picks - link the document to patient problems
  • Recipient Quick Picker - select who the document is addressed to
  • Appointment Quick Picker - link to a specific appointment

AI Writing Assistant

Click the sparkle icon in the toolbar to use the AI Writing Assistant. It can generate draft content based on the patient's clinical context, selected problems, and recipient. You can refine the generated content in the editor.

Page Layout

The editor shows A4 page boundary indicators so you can see where page breaks will fall in the exported document. Headers and footers from the document design are applied automatically.

Tip: Use merge fields for patient details rather than typing them manually. This ensures accuracy and means templates can be reused across patients.