Overview

CCEForge is document assembly for customer-facing teams and anyone who answers with an email or a document: you keep a curated library of reusable text, drag the pieces you need onto a canvas, and take the finished document out as a copy, a Markdown or HTML file, a DOCX, a PDF or a Google Doc. The library is governed — a piece can be reviewed, certified by a second reader, and expire — so the sentence you paste into a customer document is one somebody stood behind. Everything happens in one workspace of three panes, and the product never asks what kind of document you are making.

The words

• Snippet — a partial chunk of reusable text. The atom of the library.
• Template — a reusable set of snippets, saved so the next document starts part-written.
• Document — what you are assembling, and what you export.
• Library — where snippets live. A workspace can have shared libraries and Personal ones.
• Collection — a folder in the library tree. Moving or renaming one never changes what a snippet is.
• Field — a {{placeholder}} you fill once and the whole document picks up.
• Review — the seal a snippet carries, such as Certified or Needs review.
• Prompter — the built-in dynamic prompter. It puts the document on screen, and cues advance it.

Where to start

• Get started — sign in, the three panes, your first document and your first export.
• Library — getting content in, and keeping it findable.
• Reference — the file formats the product reads and writes.