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The document header is where you decide how to manage this document
and what context it belongs to. If the editor toolbar is for writing,
the header is for everything you do with the document as an object. The document header is not about drafting;
it’s a control area focused on management, relationships, and context.

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① Document notes

The document header includes a document notes view.
That space is for notes about the document, and you can use it in two ways.

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1. Document-only notes

  • Notes that belong only to this document
  • Visible only when this document is open
  • Good for ideas, edit direction, revision notes, TODOs
Examples:
  • “Lower the emotional tone in this scene”
  • “Needs to connect with Ch. 2”
  • “Shorten sentences when editing”
Document-only notes act as local notes for this document only.

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2. Link a navigation note

In the document notes view you can
choose an existing note file from the main navigation and show it here. Navigation notes:
  • Standalone note space used across the project
  • Can be linked to any file type
  • One note can be shared across many documents, characters, plotboards
So in the document notes view you can
either write new notes or
pull in an existing note to view alongside the document.
Document notes are not isolated; they’re a gateway into the project’s note structure.
Document notes are
both a memo space attached to the document and
a window into the project’s note structure.

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② Document state and metadata

In Pensiv, a document is managed as one work unit.
  • Task
    • Link the document to a to-do
    • Track progress in your workflow
  • Label
    • Classify the document by type and purpose
  • Status
    • Show stage: draft / editing / final, etc.
A document is not just a file; it’s a work object in progress.

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③ Connections and relationships

From the header you can see where this document sits in the project.
  • View backlinks
    Other files that reference this document.
    Collected automatically from mentions,
    so you can jump to those places and
    understand the project context.
  • Open graph: Visualize how this document connects to other files and tags
So the document is not an isolated piece of text;
it’s one node inside Pensiv’s structure.

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④ Document editor settings

You can fine-tune the editing environment per document.
You set not only content but also how you work in that document. Example settings:
  • Display size / zoom
  • Indent size
  • Paragraph spacing
  • Line break behavior
  • Focus mode
  • Spell check
  • Whether to use Markdown commands
  • Hide headings
  • Editor color / background / text color
  • Quote style
  • Word count basis
A document is not only a container for content;
it’s a space that includes the work environment.

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⑤ Document management controls (overview)

The ⋯ menu in the document header holds
controls for managing the document.
  • Review tools (AI review)
  • Safety (document history)
  • Actions for sharing, organizing, closing
These are for deciding what state to keep this document in.
Each feature is covered in more detail in later sections.

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Summary

The document header is not a side feature.
It’s the main control that turns the document into a manageable work unit. Once you understand the header,
the document is no longer just text;
it becomes an object that lives inside the project.