You can edit an Excel or CSV workbook and a PDF in a panel next to the conversation, whether Moon AI delivered it, you attached it to a message or it is stored in the Library. The original is never overwritten: every save creates a new version.
Edit a spreadsheetLink to the Edit a spreadsheet section
Supported formats: Excel (.xlsx, .xlsm) and CSV.
- Next to the file, click the pencil button (its tooltip reads “Edit” followed by the file name). From the Library, open the file’s menu › “Edit”.
- Type in the cells or in the “Formula bar”. You can paste ranges copied from elsewhere.
- Organize the workbook with the menus (table below).
- Click “Save”: a new version of the file is created (“New version saved”).
| Command | What it does |
|---|---|
| “Rows”, “Columns” | Insert or delete rows and columns. |
| “Sort” | Sorts a column from A to Z or from Z to A. |
| Sheet tabs | Switch sheets; “Add a sheet” creates one. |
| “Sheet actions” | “Rename sheet” or “Delete sheet”. |
| “Download” | “Excel (.xlsx)” or “CSV (this sheet)”. |
Edit with MoonLink to the Edit with Moon section
“Edit with Moon” sends an instruction about the “Selected cells”, “This sheet” or the “Whole workbook”, for example “add a total row, fix the dates, translate the headers”. Your changes are first saved in a new version, then Moon’s version opens in the panel when it arrives.
Edit a PDFLink to the Edit a PDF section
A PDF delivered by Moon AI, attached to a message or stored in the Library opens in the editor with “Edit PDF” (in the Library, from the file’s menu). On a phone, the editor takes up the whole screen.
PagesLink to the Pages section
The “Pages” panel shows the thumbnails. The “Page actions” menu rotates the page left or right, moves it up or down, duplicates it or deletes it. You can also drag the thumbnails.
- Check some pages, then use “Extract selected pages” to make them a separate PDF.
- “Add pages from a PDF” inserts the pages of another PDF from your Library.
ToolsLink to the Tools section
| Tool | What it’s for |
|---|---|
| “Select and move” | Pick something you added to move, edit or delete it. |
| “Add text” | Write on the page, with font, size, bold, italic and color. |
| “Highlight” | Highlight an area, in the color you choose. |
| “Draw freehand” | Draw or sign by hand. |
| “Add a picture” | Place an image from your Library or an uploaded one (PNG, JPEG, WebP or GIF). A signature or logo on a transparent or white background gives the best result. |
PDF form fields are filled in directly on the page. “Undo” and “Redo” reverse or replay your changes.
SaveLink to the Save section
“Save a copy” creates a new PDF (“Saved as a new file named…”): the original is never changed. “Open original” reopens it at any time.
Edit with MoonLink to the Edit with Moon section
“Edit with Moon” opens “Edit this PDF with Moon”: “Moon edits the document’s content (text and layout) and gives you a new PDF, which opens here.” Describe the change, for example “translate the document into French”, then click “Send to Moon”.
See alsoLink to the See also section
- Documents and artifacts: have Moon AI create an Excel spreadsheet or a PDF.
- Library: find and organize your files.