Formatting Rules Editor
The Rules Editor lets you customize how HeyDonna's AI formats your transcripts. You can describe what you want in plain English or edit the rules directly.
Where to Find It
The Rules Editor appears in two places:
- Template Creation Wizard — Step 3 after uploading a template
- Template Editor — When editing an existing template's settings
AI Edit Mode
The fastest way to customize formatting — describe what you want and let AI generate the rules.
Describe Your Change
Type a plain-English description of what you want. For example:
- "Use full speaker names instead of S1, S2"
- "Add a period after Q and A labels"
- "Indent continuation text by 5 spaces"
Generate Rules
Click Generate Rules. The AI creates formatting rules based on your description.
Review and Confirm
Preview the generated rules before saving. You can edit the preview text if needed, then click Save to apply.
Manual Mode
For advanced users who want direct control over formatting rules.
Switch to the Manual tab (code icon) to edit rules in a simple text format. Each rule is a plain instruction that tells the AI how to format your transcript.
Q&A Spacing Settings
Control the spacing in question-and-answer sections:
| Setting | What It Controls | Example |
|---|---|---|
| Q&A gap | Spaces between the label (Q/A) and the text | Q. What happened? (2 spaces) |
| Label period | Whether Q and A labels have a period | Q. vs Q |
| Tab stops | Indentation levels for different content | Speaker labels, continuation text |
Section-Specific Rules
Apply different formatting to different parts of your transcript by adding section markers:
- Rules before any marker apply to the entire transcript
[section: proceedings]— Rules for the transcript body only[section: cover]— Rules for the cover page only[section: certificate]— Rules for the certification page only
For example, you might want full speaker names in the proceedings but abbreviated labels on the cover page.
Effective Rules Panel
The right side of the editor shows your effective rules — the combination of system defaults and your custom overrides. This updates live as you make changes, so you can see exactly what formatting will be applied.
Tips
- Start with AI Edit mode — it handles most common formatting requests
- Use the Reset button to undo unsaved changes
- Use the Clear button to remove all custom rules and return to system defaults
- Section-specific rules override global rules for that section only
Formatting rules are saved with your template. Different templates can have different formatting rules, so you can maintain multiple formatting styles for different clients or case types.