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The Editor

What belongs on each tab, and the one rule that ties them together.

Read this first: why there are tabs at all

In Word you type everything into one long page, including the figures. TeXpress splits your manuscript by what each thing is instead. Your prose is on the Content tab. Your figures are on the Figures tab. Your equations are on the Equations tab. Nothing is lost and nothing is hidden, it is just filed by type.

This is what lets one journal switch reformat the whole paper. A figure that knows it is a figure can be given a number, a caption position and a column span by whichever journal you pick. A picture pasted into a paragraph cannot.

The cost of that is one new habit: you say where a figure belongs by dropping a marker into your text, rather than by dragging the image there. Those are the Fig, Tab and Eq buttons, and they are the next section.

Markers: Fig, Tab, Eq, Cite and Ref

Put your cursor in a paragraph on the Content tab, press one of these buttons in the toolbar, pick an item from the list that opens ("Insert a citation", "Insert a figure reference" and so on), and a small coloured chip appears at the cursor. The chip is a single object: you can delete it, but you cannot type inside it.

Fig Tab Eq

The Place buttons. Each refers to a figure, table or equation. In the PDF it prints as "Fig. 2" or "Table 1", numbered by the journal's own rules, and it tells LaTeX that this is where the item belongs. The first marker for an item is also what puts it into the document; later ones are just cross-references to it.

Cite

Cites a reference from your bibliography. Prints in the journal's citation style, [3] or (Smith, 2020) depending on the journal, and adds that reference to the bibliography at the end. Citing is what decides whether a reference is printed at all.

Ref

Refers back to a theorem, lemma, definition or algorithm you inserted earlier, even one in a different section. Prints as its number.

The rule that catches everyone once: a figure or table you never place is added at the very end of the body rather than dropped, which looks wrong but is recoverable. An equation you never place with the Eq button is not rendered at all. An equation is not a float, so there is no sensible place to park it. If an equation is missing from your PDF, this is why.

How the editor is laid out

The editor fills the window like a desktop application: a bar across the top, a row of tabs under it, and three columns that each scroll on their own. The outline is on the left, the tab you are working on in the middle, and the PDF on the right.

  • settings The top bar shows where you are (Dashboard, then the project name) and your journal as a small pill: click it to change the journal. On the right are Activity, Project settings, Share, Generate TeX / ZIP, and Download PDF once a PDF exists. Generate is greyed out until you have chosen a journal; see Generating and compiling.
  • segment The tabs carry a count (Content 19, References 31), so an empty tab is obvious at a glance. At the right end of the same row are two switches: Tab as LaTeX and Preview.
  • list The outline on the left lists everything on the current tab: your sections and their nesting, or your figures, or your references. Click an entry to jump to it. At its foot is the Workflow list: the stage your paper is at, and links to the Cover letter, Reviewer response, Journal proof and Settings pages. See Submitting and revising.
  • picture_as_pdf The PDF preview on the right shows your compiled paper while you edit. Press Compile in its header to rebuild it from what is in the tabs, without leaving them. Drag the divider to make it wider or narrower, or collapse it to a thin strip on the right edge and click the strip to bring it back. The editor remembers which you chose.
  • east Previous and next at the foot of every tab walk you through them in order, Metadata to Declarations, ending on Generate TeX / ZIP. Following them once is a complete pass over your paper.
  • check_circle There is no Save button. Fields save themselves as you type and as you leave them, and the top bar says Saved. The one thing to avoid is closing the tab in the same second you finish typing.
  • history Activity (the clock icon in the top bar) shows recent changes and your saved snapshots, which is where to go if you want to undo something big.

description Metadata

Everything above the first heading of your paper.

  • Title, abstract and keywords. Keywords are entered one at a time: type and press Enter to make a chip. Bold, italic, superscript and subscript work in the title and abstract, which matters for chemical formulae and species names.
  • Research highlights appear only for journals that ask for them (Elsevier titles, mainly). One per line. They are kept if you switch to a journal that does not use them, so nothing is lost.
  • Affiliations first, then authors. Add each affiliation once as a line of text ("Dept, University, City, Country"). It gets a number. Then, on each author, tick the affiliations that apply. That is how one author ends up with two superscripts.
  • Author order is the printed order. Drag the handle, or use the up and down arrows.
  • Per author you can add an email, an ORCID, a short biography and a photo, and tick Corresponding author or Equal contribution. More than one corresponding author is allowed. Each of these prints only where the journal's style has somewhere to put it, so a missing ORCID in the PDF is usually the journal, not a lost field. Biographies and photos are an IEEE-style thing and will not appear in most templates.

segment Content

Your actual paper. Where you will spend most of your time.

Sections

  • Each section is a card: a heading you can click and rename, and a body you type into. Click the header row to fold it away, and drag a card to reorder it.
  • The button on the right of a card adds a child section under it. The indent and outdent arrows move an existing section a level in or out, and the up and down arrows reorder it. Nesting can go up to six levels, or fewer if your journal allows fewer, and the button simply disappears at the limit.
  • The grey number to the left of a heading ("2.1") is an outline aid so you can see the shape of your paper. The real numbering in the PDF comes from the journal.
  • To make a section an appendix, click into it, open the ⋮ menu at the right of the toolbar and tick Move to appendix. It moves to the back matter with the journal's appendix numbering.
  • A section with a single subsection gets a short amber note at the top of the tab. Journals usually query that at proof stage, so it is worth adding a second subsection, or folding the lone one into its parent, before you submit.
  • Do not create a References section here. One is built automatically from the References tab. A hand-made one would be a second, duplicate list.

The toolbar, and writing in the body

  • One toolbar serves the whole tab and stays pinned at the top while you scroll. It acts on whichever section your cursor is in, and names that section at its right-hand end ("Click a section to edit" until you have).
  • It gives bold, italic, superscript, subscript, bullet lists and numbered lists, then the marker buttons (Fig, Tab, Eq, Cite, Ref), Env and Math. What you see is what you get, there is no markup to learn.
  • TeX opens the active section as LaTeX (see the end of this page).
  • Find & replace is in the ⋮ menu, or press Ctrl+F. It steps through matches with a counter and a highlight, and replaces one or all. It only ever changes your prose: it never touches the inside of a citation, a cross-reference or inline maths, so a replace cannot quietly break your bibliography.
  • Math inserts an inline symbol or expression using the visual equation builder. Use it for a lone λ or x² in a sentence. Full displayed equations belong on the Equations tab.
  • Pasting from Word or a PDF is cleaned up: formatting we support is kept, everything else is dropped rather than smuggled in.

Environments (theorems, proofs, algorithms)

Env in the toolbar opens a two-step window: pick the type, then fill it in. The available types are Theorem, Lemma, Corollary, Definition, Proposition, Proof, Remark, Example, Conjecture and Algorithm.

  • Every environment needs a label, which is the short name you use to refer back to it (thm:main-result). Letters, digits, underscore, hyphen and colon, no spaces. An optional title prints in brackets after the number.
  • Numbering ("Theorem 1", "Lemma 2") is applied at compile time by the journal. Do not type numbers yourself.
  • The environment is anchored where your cursor was, and you can refer back to it anywhere with the Ref button.
  • Algorithms are entered line by line, not as a block of text. Each pseudocode step is its own line with its own indent control, so "for each i" and the two steps inside it are three lines at two indent levels. That structure is what lets us emit real numbered pseudocode in whichever algorithm package your journal uses, instead of a screenshot-shaped code block. Insert equation puts inline math into the line you are on.

image Figures

One card per figure. Drop the image in, write the caption, then place it in your text with the Fig button.

  • Label is the short name you place it with. Keep it meaningful (fig:setup).
  • Placement is the LaTeX float hint: Here, Top of page, Bottom of page, or its own float page. It is a request, not a command. LaTeX moves floats to avoid ugly gaps, and every journal does this. If your figure lands a page later than you wanted, that is normal, not a bug.
  • Width scales the image relative to the text column. On a two-column journal there is also a toggle to make the figure span both columns.
  • Add two or more images to one card and it becomes a subfigure group automatically. Each image then gets its own small caption and its own sub-label ("2a", "2b"), and the card's caption becomes the caption of the whole group.
  • Vector figures are supported: upload a PDF or an EPS. EPS is shipped untouched in your download ZIP, because some publishers require it.
  • A figure with no caption still gets a number, so a cross-reference to it never prints as a question mark.

table Tables

A real grid you edit in the browser. No LaTeX table syntax anywhere.

  • Paste straight from a spreadsheet. Copy a block of cells in Excel, Google Sheets or Numbers and paste into any cell: the grid grows to fit and fills outward from where you pasted. For a brand new table there is a Paste data button with a preview, a first-row-is-header option, and a delimiter override if your data is comma separated and contains commas.
  • Tab and Enter move between cells the way they do in a spreadsheet. Click a cell and its full text is editable in the box below, which is easier than fighting a narrow column.
  • Select two or more cells and press Merge to span columns. Unmerge puts them back.
  • Cells take bold, italic, superscript, subscript and inline math.
  • Caption above or below is a per-table choice, because journals disagree. Above is the usual convention for tables.
  • The style toggle switches between clean publication rules (booktabs, horizontal lines only) and a plain fully-ruled grid.
  • Placement and column spanning work exactly as they do for figures.

functions Equations

Displayed equations: the ones that sit on their own line and get a number.

  • Each card has a LaTeX source box and a live preview beside it, so you see the finished result as you type.
  • Not comfortable with LaTeX? Open the equation builder and build it by clicking. The LaTeX field fills itself in.
  • Numbered is a per-equation toggle. Numbering itself is the journal's job, so leave the number out of the source.
  • If the preview shows a warning, do not panic. The preview understands slightly less LaTeX than the real compiler does, so a warning is a hint to check, never a block on saving.
  • Remember: an equation appears in your PDF only where you place it with the Eq button on the Content tab.
play_arrow Watch: writing and formatting equations expand_more

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menu_book References

Your bibliography. Four ways in, one way out.

Getting references in

  • Import .bib from Zotero, Mendeley, EndNote or your reference manager of choice. Most accurate option, no AI involved.
  • Paste BibTeX for one entry you copied off a publisher page or Google Scholar.
  • Add reference fills in a form (key, title, authors, venue, year) and builds the entry for you.
  • Anything extracted from your uploaded manuscript is already here, ready to be corrected.

The one rule that decides what prints

A reference is printed when a Cite marker in your text reaches it. That is the whole rule. There is nothing to tick: keep as large a working library here as you like, and the bibliography will contain exactly the entries your paper cites, in the journal's style.

Each entry says which side of that rule it is on. Cited means it will print; Not cited means nothing in your text uses it yet, so it stays in the project but is left out of the PDF. A second mark says whether the entry is complete: a tick when it has both a citation key and a title, a cross when either is missing, because an entry without them prints as a broken line in the bibliography. The outline on the left carries both marks, so you can scan a long list quickly.

  • Each entry is editable in place. Depending on how it arrived you get either the structured form or the raw BibTeX, whichever matches what is stored.
  • Renaming a citation key offers to update every Cite marker that pointed at it, so a rename does not quietly break your citations.
  • The search box filters by title, author, key or DOI, which is the fastest way to find one entry in a long list.

gavel Declarations

The statements journals ask for after the conclusion. All optional.

  • Five have fixed, standard headings: Author contributions, Funding, Data availability, Acknowledgements and Conflicts of interest. Each one you fill in becomes its own unnumbered section at the end of the body, before the references. Each one you leave empty adds nothing at all.
  • Author contributions has a helper: open Build this statement from CRediT roles, tick who did what across the 14 standard roles, and TeXpress writes the sentence in the wording your journal expects (the role-first sentence MDPI, Springer Nature and IEEE ask for, or the author-first form Elsevier uses). The text stays editable.
  • Other declarations is for anything else your journal wants (ethics approval, consent to publish), with a heading you write yourself.
  • Nomenclature builds a symbol list. Use $...$ around maths, and give rows the same group name to cluster them under a subheading such as "Greek symbols".

Two things that apply across every tab

Labels are unique across the whole project

A figure, a table, an equation and an environment cannot share a label, even though they are different kinds of thing. If you try, you are told which item already owns that name. This is what makes a cross-reference unambiguous, and it is why a habit of prefixes (fig:, tab:, eq:, thm:) is worth adopting.

Tab as LaTeX, for people who want it

The Tab as LaTeX switch at the right of the tab row shows the current tab as plain, journal-neutral LaTeX. On Content, Tables, Equations, Metadata, Declarations and References you can also edit that LaTeX and press Apply to visual editor to turn it back into rows, which makes pasting a chunk of an old paper very quick. Figures are read-only there, since no amount of text can restore an image.

The TeX button does the same for one item: on the Content toolbar for the section you are in, and on each table and declaration card.

Two safety rules you cannot switch off: an apply that would empty a populated tab is refused rather than obeyed (a parse that found nothing is a failed parse, not a delete instruction), and every apply saves a snapshot first, so a bad paste is always recoverable from Activity. This is not the same thing as the manual LaTeX editor you reach through Generate, which is covered on the next page.

Working with co-authors

Share in the top bar invites someone by email as either an editor or a viewer, and a "Shared with" pill beside the project name shows how many people have access. Anyone in the project sees a banner when another person is working in it at the same time. A shared project stays on the owner's plan: compiles and AI actions spend the owner's quota, never the collaborator's, and a viewer can read every tab and download the compiled PDF without being able to change anything.

Still stuck?

The FAQs cover plans, quotas and data questions. For anything else, tell us what happened and we will look at your project.

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