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Get started with the Reunite editor

The Reunite editor is a built-in cloud platform tool that you can use to add and edit content in your project. This guide is to help you get started with a Redocly project using the Reunite editor.

Before you begin

Make sure you have the following before you begin:

  • A project created in your organization in Reunite.

    See Create a project for instructions on creating a project.

Go to the editor

From the Overview screen, select the project to edit.

Screenshot of overview page highlighting the edit-project icon

Create a branch

Learn more about branches

Reunite uses Git for version control, which means changes are made on development branches and are introduced to the main branch of the project through pull requests.

Branches are copies where you can make changes to the project without affecting the production project until you are ready. If you want changes from a branch to be added to the production project, you merge a pull request.

Before you make any changes to your project, you should create a new branch. This new branch is a place where you can make changes without affecting the published site until you are ready. After you have iterated on your changes based on reviews by your team and the updates have been approved, you can merge your changes into the published site.

To create a new branch:

  1. Go to the project editor.

  2. Click the name of the current branch.

    Screenshot where current branch is on project page

  3. Enter the name for your new branch and select Create Branch.

Add content to the landing page

By default, the landing page for each directory in your project is index.md. New projects in Reunite come with an index.md file.

For this step, replace the content in the current index.md file with new content. You can either add your own content, or add the following sample Markdown to your index.md file:

Example content
index.md
# Start something new

There's a real excitement to starting something new.

- A blank page
- A fresh opportunity
- Limitless potential

## Good for writers

Writers need strong tooling so they can deliver a lot of content in a short time.
Efficiency is key, so this platform supports [Markdoc](https://markdoc.dev/) format (it's a lot like Markdown, but with added niceness).

Build-in link checking and branch previews lets writers move quickly and safely when creating content or managing updates.

## Good for readers

Clean layout and a visible table of contents makes good content a pleasure to read and process.
Learn more about supported formatting options

The Reunite editor supports the following markup options:

You can also use the editor toolbar to add the following items:

  • links
  • Markdoc tags
  • ordered or unordered lists
  • images
  • bold or italicized text

Screenshot of the file editor with the toolbar labeled

Now that you have added some content to your landing page, you can preview your project.

Autosave

The Reunite editor automatically saves your changes as you make edits to your files.

Preview your changes

Reunite includes a live preview pane where you can view your changes as you make them in the editor.

You can also preview how all of your changes will look in a sample build before you push your changes to the production build.

In the live preview pane

The Webview live preview pane allows you to view formatting updates to be sure they render as you expect before you publish.

Screenshot of Webview preview pane

Also, you can change the view to meet your needs. For instance, if you want to see how the main landing page renders on mobile screens. See Use the Webview to learn more about the options you have when using this live preview pane.

In the deployment preview

Reunite creates deployment previews for all branches that have an open pull request. The deployment preview includes all changes you have committed to your branch.

Learn more about pull requests

Reunite uses Git for version control, which means changes are made on development branches and are introduced to the main branch of the project through pull requests.

Before you can open a pull request, you must make a commit to your development branch. A commit is a way of storing your changes to the branch in Git. You can continue to make updates to your branch and make additional commits.

After you have committed, you can open a pull request with your commits. Pull requests show the differences between your branch and the default (main) branch, run checks to be sure you are not adding broken links to the production build, create a deployment preview build, and give other users an opportunity to comment on the changes before they are merged with the main branch.

To see a preview build of your project:

  1. Commit your updates.

    Steps to commit
    1. Click the Commit button, or the commit icon.

      Screenshot with commit icon

    2. Review the diff by clicking on the modified file.

      Screenshot with list of modified files under commit button

      When you are finished reviewing the diff, you can close the tab on the (changes) file.

    3. (Optional) you can deselect the files you want to exclude from the commit.

    4. Enter a commit message describing your updates. For example, "Update index.md"

    5. Click Commit.

  2. After you commit changes to the branch, open a pull request.

    Steps to open a pull request
    1. Click the Create pull request icon, or the Create pull request button on the Commit tab.

      Screenshot of the Commit tab with arrows pointing to Create pull request icon and button

    2. (Optional) In the page that opens:

      • Edit the Title to your preference, By default, Reunite uses the name of your branch.
      • Provide a short description for the pull request.
    3. Click the Create pull request button.

      Screenshot of the Create pull request page

  3. Click the View project dropdown menu in the top right corner of the page. You might need to wait until the deployment completes before you can access the preview branch build. Screenshot of preview dropdown with Preview branch selected

  4. Select Preview branch.

A deployment preview of the project with your changes opens in a separate browser window.

Add more pages

Now that you have updated the index.md page and seen a deployment preview, let's return to the editor to make some more changes to your project. To return to the editor, click Editor in the navigation pane on the left side of the page. If you only see icons, you may need to click the "greater than" symbol to expand the navigation pane.

Since a single Markdown page isn't very exciting, we should add a few more. Using the following steps, create the following two new files:

  • style-guide.md
  • about.md

To create a new Markdown file:

  1. Click the + icon in the top right corner of the file tree in your editor.

    Screenshot of the plus icon selected and displaying the dropdown menu

  2. Select New file.

  3. Enter the file name into the text field and press return or enter on your keyboard.

Now that you have two empty Markdown files, either add your own content, or use the following example content:

Example content
style-guide.md
# Style guide

10-second style guide:

- Please write in sentences.
- Use bullet lists, tables, and subheadings to break up the text.
- Every page needs links to other interesting pages.
- Never use future tense.

about.md
# About

This is an _excellent_ project.
You will learn **all** the things.

Customize the sidebar navigation

When you add more files to your project, a link to those files is automatically added to the generated sidebar navigation menu. This generated sidebar is based on the file structure of your project and requires an index.md file at the root of your project, in other words, not in a folder.

Where is the sidebar?

The sidebar navigation menu usually displays on the left side of the page in the Webview; however, when the Webview pane is a small width, it is hidden under a slide drawer menu icon that displays in the top right of the Webview pane.

Screenshot that shows the slide drawer icon in the top right corner of the Webview panel

To customize the sidebar navigation for your project, you need to add and configure a new file named sidebars.yaml to the root of your project.

Add a sidebars.yaml file

The sidebars.yaml file gives you control over the sidebar navigation menu. You add it as you would any new file. It must be named sidebars.yaml.

To add a sidebars.yaml file to your project:

  1. Click the + icon in the top right corner of the file tree in your editor.
    Screenshot of the plus icon selected and displaying the dropdown menu
  2. Select New file.
  3. Enter the sidebars.yaml as the file name into the text field and press return or enter on your keyboard.

Now that you have added a sidebars.yaml file to your project, you can configure it.

Configure the sidebars.yaml file

After you have added a sidebars.yaml file to your project, you need to add to it the pages and links you want included in your sidebar navigation using YAML syntax.

Add the following sample configuration to your sidebars.yaml file:

sidebars.yaml
- page: index.md
  label: Home
- page: style-guide.md
- page: about.md
- group: Museum API
  items:
    - page: ./openapi.yaml

The sample configuration adds the index page, with the link text "Home", your new Markdown pages, using the first heading as the link text, and the Museum API reference documentation, generated from the OpenAPI file.

After adding a sidebars.yaml file to a project, any pages you want listed in your sidebar navigation, must be included in the sidebars.yaml file.

Now that you have more pages and a sidebar to customize the navigation for those pages, let's update the look and feel of your project to better reflect your brand.

One way to customize your project to better reflect your brand is by updating the logo. To update the logo, you need to create an images folder, add a logo to the images folder, and add a logo configuration to the redocly.yaml file.

Create an images folder

Images should be stored in images folders close to the content where they are referenced. You can have multiple images folders in your project. For this task, we need an images folder at the root of the project.

To create an images folder at the root of your project:

  1. Click the + icon in the top right corner of the file tree in your editor.

    Screenshot of the plus icon selected and displaying the dropdown menu

  2. Select New folder.

  3. Enter images into the text field and press return or enter on your keyboard.

You should now have an images folder in your file tree.

Add a logo to the images folder

After you have created the images folder, you can add your logo image to it.

For the following steps, you can use your own image or download the following sample logo image:

Download a sample logo image

To use the Redocly logo:

  1. Right-click on the image.
  2. Select Save Image As....
  3. Enter logo.png as the name for the image.
  4. Select where you want to save the image.
  5. Click Save.

Redocly logo

To add a logo to the images folder:

  1. Right-click on the images folder.
  2. Select Upload files.
  3. Select the logo file you want to use in your local directory.
  4. Click Open.

You should see the logo file in the images folder in your project's file tree.

Add a logo configuration

Now that you have your logo added to the images folder in your project, you can configure the logo option under theme in the redocly.yaml configuration file.

To add a logo configuration:

  1. Select the redocly.yaml configuration file in the file tree.

  2. Copy and paste the following configuration into the file using the editor:

    redocly.yaml
    logo:
      image: ./images/logo.png
      link: /
    

    If you used a different image or updated the logo name - update the file path in the configuration to reflect your changes.

You should see the logo update immediately in the live preview pane. If you don't see your changes, try refreshing the live preview pane by clicking the Reload button. You can also commit your update to view it in the preview build.

The project is starting to look more like yours, but the colors could use some adjusting.

Update styles

You have come so far! Already you have new content, including a new logo and a sidebar. But, there's one more thing you will want to update, the styles. Your project uses CSS variables for most of the styling. So, to update the styles, you reassign the variable to whatever you want it to be.

Let's try reassigning variables on our sample project by updating the headings color.

To update the styles for your project, you need to create a @theme folder, add a styles.css file to the @theme folder, and update the CSS variable value in the styles.css file.

Create a @theme folder

First, you need to create a @theme folder. This time, let's create the folder a different way. The editor includes a drag and drop functionality. You can add folders by dragging them and dropping them into the file tree.

To add a folder using drag and drop:

  1. Create a @theme folder on your computer.
  2. Select the folder and drag it to the file tree.

When you release the button on your mouse, the folder should appear in the file tree where you placed it.

Create a styles.css file

You now know two different ways to create items in your project. Use one of the ways to create a styles.css file.

Make sure the styles.css file is in the @theme folder, then you can update the CSS variable value.

Update the CSS variable in the styles.css file

To update the headings color variable, copy and paste the following configuration into the file:

styles.css
:root {
   --heading-text-color: red;
}

You can add colors using hexadecimal and rgba numbers as well as HTML color names. You can also use the color picker tool by hovering over the color square next to the color and selecting a different color.

Screenshot of the color picker tool in the Reunite editor

You should see the headings' color update immediately in the live preview pane. If you don't see your changes, try restarting Webview by selecting the Reload menu button and selecting Restart Webview. You can also commit your update to view it in the preview build.

Next steps

Now that you have started using the editor, check out the other ways you can customize your project with new content, configurations, or styles.