Opal user guide

Write with confidence.

Find your way around the workspace, compile a project, control interactive editing, and add AI only when you want it. This guide is about the application; it assumes you already have a LaTeX project or template.

Need one setting? Press / to search this page, or use Ctrl K inside Opal to find an app command.
01 / Interface

Meet the workspace

Opal keeps project navigation, source, and the compiled PDF in one continuous workspace.

Opal displaying the Elsevier sample project with the activity rail, file tree, LaTeX editor, and PDF preview visible
The Elsevier sample project is used throughout these examples. Project source: iagoac/elsevier.
1

Activity railOpen Files, Search, Outline, References, Grammar, and Project health.

2

Project panelBrowse files and folders or inspect the selected rail tool.

3

Source editorEdit LaTeX, BibTeX, Markdown, and other project text files.

4

Editor toolbarInsert structures, citations, figures, and tables; choose how clicks behave.

5

PDF previewCompile, navigate pages, zoom, export, and jump back to source.

6

Chat with AIWhen you need assistance with your LaTeX document.

02 / Projects

Open a project

A project is a folder containing your LaTeX sources, bibliography, images, and supporting files.

  1. From the home screen, choose Open folder, a recent project, or a template.
  2. To bring work from elsewhere, import a LaTeX ZIP or the default branch of a public GitHub repository.
  3. Open the file that contains \documentclass. Opal normally detects it as the root file used for compilation.
  4. Choose Compile in the PDF toolbar. The output appears on the right.
Your project stays a normal folder.

Opal works directly with local files. You can keep using Git, another editor, or your existing backup system.

How Opal chooses the root file

Compilation starts from the root file — the one containing \documentclass. Opal checks, in order: a % !TEX root = main.tex magic comment near the top of the active file, the active file itself, a main.tex or document.tex with \documentclass, then any other candidate in the project. In multi-file projects, add the magic comment to chapter files so compiling from a chapter still builds the whole document.

Return home or switch projects

Use the Home icon near the top of the activity rail. Open projects also appear in Ctrl K, so you can switch without returning to the home screen.

03 / Templates

Start a new document

The home screen offers templates, a blank start, imports, your recent work, and a beginner tutorial.

Opal home screen with template options and recent projects
The home screen is also where the New to LaTeX tutorial starts.

Guided setup or blank document

Choose New document, then either Guided Setup — pick from the template gallery and, with AI configured, describe your document to get a tailored starting point — or Blank Document for an empty LaTeX file.

Templates

The gallery covers common academic documents: research paper, IEEE and ACM conference formats, thesis, technical and scientific reports, book, Beamer presentation, academic poster, CV, formal letter, and newsletter. Each template arrives with the packages its layout needs already declared, so it compiles immediately.

Recent work

Recent projects are listed on the home screen; hover a row to remove it from the list without touching the folder on disk. Inside the workspace, Ctrl K reaches the same projects.

04 / Daily writing

Edit and compile

Work in source, inspect the PDF, and move between them without losing your place.

Save and build

Use Ctrl S to save the active file. Choose Compile or press Ctrl Enter for an explicit build. Compile errors appear near the preview and in the Problems area.

Work with tabs

Opening a file shows it in a preview tab, which the next opened file reuses. Double-click the tab, edit the file, or choose Open in New Tab to pin it; pinned tabs stay until you close them. This keeps quick look-ups from crowding out the files you are actually editing.

Move between source and PDF

Click a location in the PDF to jump to the corresponding source line. Use the editor and preview controls to return to a matching location. This SyncTeX connection is most precise after a successful compile.

Control the split

Drag the divider to give source or preview more space. Toggle the PDF with Ctrl \, or use focus mode when you want one uncluttered writing surface.

05 / Editor behaviour

Choose how the editor responds

Interactive editing is useful for structured content; source-only mode keeps every click in the code.

Interactive mode

When the toolbar button says Interactive, clicking a table, citation, figure, equation, or supported LaTeX structure opens its focused editor. Changes still update the underlying source.

Interactive table editor
Structured editors edit the underlying LaTeX; nothing is stored outside your source files.

Source-only mode

Use a structured editor only when you need it.

In source-only mode, place the cursor inside the element and press Alt Enter. The relevant editor opens without changing your default click behaviour.

Click the same toolbar button until it says Source only. Clicks now place the cursor normally and do not open a structured editor.

07 / Sources

Manage references and citations

Keep bibliography records visible while you write, insert valid citation keys without memorising them, and fix citation problems before they reach the PDF.

Open References from the activity rail to search the project bibliography, filter issues, add records, and connect supported external sources. When a project contains several .bib files, switch the scope between the files the current document actually uses and every bibliography file in the project.

References panel
The References panel searches keys, metadata, DOIs, and raw BibTeX across the selected bibliography scope.

Insert citations while writing

  1. Add a record by identifier, import BibTeX, or connect Zotero, CiteDrive, or another bibliography file.
  2. Put the cursor where the citation belongs and choose Cite in the editor toolbar.
  3. Search, select a citation style, and insert. Opal writes the corresponding LaTeX command into the source.

Metadata lookups can use Crossref, arXiv, or Open Library. External services require a network connection; local bibliography editing does not.

Find citation problems

The filter row counts references by state so problems are visible at a glance:

  • Cited / Unused — which records the document actually cites, and which sit unused in the bibliography.
  • Issues → Missing — citation keys used in the document that have no bibliography record. Open one to see where it is cited, then add the record by identifier or, with AI configured, ask Opal to investigate likely candidates.
  • Issues → Duplicate keys — the same key defined more than once, possibly across different .bib files, which makes the citation ambiguous at compile time.

Resolve duplicate keys

Choose Review / bulk fix duplicate keys to open the resolution dialog. For each duplicated key, compare the copies — title, authors, year, and source file are shown — then pick the fix that matches the situation:

  1. Keep this; remove others — when the copies describe the same source, keep one record and delete the redundant ones.
  2. Rename this copy — when different works ended up sharing a key, give one copy a new key. Existing \cite commands are not rewritten, because Opal cannot know which record each citation intended.
  3. Bulk fix — the first copy of every duplicated key keeps its original key; the remaining copies receive new keys. No records are deleted.
Fix duplicate bibliography keys dialog
The duplicate dialog groups copies by key and searches across keys, titles, authors, years, and files.

Tidy BibTeX files

Tidy is formatting, not deduplication.

Tidy normalises how records are written; it does not remove duplicate records. Use the duplicate-key dialog above to merge or rename copies.

With a .bib file open, choose Tidy file in the editor toolbar to reformat every record: consistent braces, field order, casing, and indentation, with empty and repeated fields removed. Entries are cleaned in place — never reordered or merged — so the diff stays reviewable. To clean a single record, right-click inside it and choose Tidy this reference.

08 / Libraries

Connect reference libraries

Pull bibliographies from Zotero, CiteDrive, or a JabRef-managed file, and keep them in sync as normal .bib files in your project.

Zotero

In the References panel, connect to Zotero one of two ways:

  1. Zotero Desktop — talks to the Zotero application on this computer. Works offline and needs no API key; keep Zotero running while you connect.
  2. Zotero Cloud — signs in to your online library through Zotero's authorisation page, or connect manually with an API key created at zotero.org/settings/keys.

Once connected, Opal lists My Library and your collections, including nested ones. Import a collection to write it into the project as a .bib file; the row then shows the file it feeds. Use Sync on a row to pull the latest records from Zotero, or stop syncing when the project should keep its own copy. Records added in Zotero flow in on the next sync — citations you have already inserted keep working because the .bib file stays in the project.

Zotero collections view
Synced collections show which bibliography file they update; the connection can be switched between Desktop and Cloud at any time.

CiteDrive

In CiteDrive, open Connect Project and copy the dynamic .bib URL, then paste it into Connect CiteDrive in the References panel. Opal fetches the bibliography into a project file and can refresh it from the same URL later.

JabRef or any external .bib file

Link a bibliography file managed outside the project — for example one JabRef maintains — and Opal copies it in and tracks the original. When the source changes, refresh to update the project copy; if both copies changed, Opal reports the conflict instead of overwriting your edits.

09 / Optional AI

Set up an AI provider

Opal works without AI. Connecting a provider adds chat, proofreading, completion, explanation, and review-based editing tools.

  1. Choose the Settings gear at the bottom of the activity rail.
  2. Under AI Provider, select Anthropic or OpenAI. Leave None selected to keep AI features off.
  3. Choose Set API key, enter the key from your provider, and save it.
  4. For an OpenAI-compatible service such as Ollama, DeepSeek, or OpenRouter, set the optional Base URL.
  5. Run Test connection. A successful authenticated response confirms the setup.
Opal Settings over the Elsevier sample project, showing AI provider selection, a configured API key, a custom base URL, and the Test connection button
Settings keeps provider choice, key status, compatible endpoints, and the connection test together. API key values are never shown in the guide.
You remain the author.

AI is bring-your-own-key and disabled by default. Suggested document edits wait for your approval before they become part of the source.

Turn AI off again

Return to Settings and select None. The AI chat and AI-only actions disappear; editing and local compilation continue normally. You can also remove a saved key from the provider section.

10 / AI workflows

What else AI can do

Use the built-in actions for common jobs, or describe a precise task in chat. Opal sends only the scope and attachments you choose.

Improve prose without surrendering your voice

Select a passage and choose Proofread to check language and propose fixes. In Chat, ask for a paraphrase, a shorter version, a change of tone, clearer transitions, or an explanation of what is unclear. State what must remain unchanged — terminology, claims, citations, LaTeX commands, or word count — and use the smallest useful scope.

Continue, explain, and repair

Complete continues from the selected context; Explain can unpack LaTeX, equations, or unfamiliar project code; and Fix focuses on errors. From a compile failure, ask AI to explain the log or prepare a reviewable fix. You can also select text in the PDF for proofreading or use Ctrl X to capture a region and ask about it.

Search and validate references

Reference search provides candidates, not proof by itself.

Confirm the title, authors, venue, year, DOI, and relevance to your claim. Resolver-verified additions are labelled; unverified bibliography entries must be reviewed individually.

The References panel identifies missing citation keys and can ask AI to investigate one. Opal searches publication services for candidates, verifies a candidate’s metadata through its DOI or source record, and presents the evidence and confidence before offering a bibliography entry. It can also check missing or duplicate keys and help review duplicate records.

11 / Change control

Review AI changes

Choose what context to send, then accept or reject every proposed edit.

Choose a sensible scope

Use a selection for a focused rewrite, a file for local context, a chapter for longer reasoning, or the project only when the request genuinely depends on multiple files. Smaller scopes are easier to review.

Inspect before accepting

Proposed changes appear as a review queue in the editor. Use F8 and Shift F8 to move between changes, then accept or reject each one. Check citations, numerical claims, and LaTeX structure yourself.

AI edit review
Every AI edit waits in the review queue; nothing reaches the source until you accept it.

Opal makes a version-history snapshot before AI edits, giving you another recovery point if you need to compare or restore.

12 / Review mode

Review the finished PDF

Review mode turns the compiled document into a focused commenting surface without changing the LaTeX source.

  1. Choose Review in the PDF toolbar. Opal expands the PDF and opens the Review comments panel.
  2. Select PDF text and choose Add review comment, or right-click any PDF location and add a point comment.
  3. Write what should be changed or checked. The comment is anchored to that page and, when SyncTeX can resolve it, to the matching source location.
  4. Select a comment to return to its PDF annotation. Choose Source to leave Review mode and open the associated LaTeX.
  5. Resolve finished comments, reopen them when needed, or delete them. Use Show resolved to include completed feedback.
Review comments panel
Comments anchor to the page and, when SyncTeX resolves, to the matching source location.

Review comments are saved with the project in each project folder. They are separate from AI proposed changes and do not alter the PDF or source until you make an edit.

13 / Grammar

Check grammar and style

LanguageTool checks the prose in the open file while leaving LaTeX commands, mathematics, and citations alone.

  1. Open Grammar from the activity rail and choose Check. The result applies to the file that was open when the check started.
  2. Select an issue to jump to the affected text. Spelling, grammar, and style or typography suggestions use distinct colours.
  3. Choose a suggested replacement to apply it, or dismiss a suggestion that does not fit the document.
Grammar check panel
Suggestion categories use distinct colours in both the panel and the editor.

Configure LanguageTool

Grammar checking and AI proofreading are different.

LanguageTool reports targeted rule-based suggestions. AI proofreading can make broader rewrites, so its proposed edits should be reviewed for meaning, terminology, and factual accuracy.

In Settings, choose automatic detection or a specific language and enable Picky mode for stricter style and typography rules. The default public LanguageTool service requires internet and is rate-limited; point Opal to a local LanguageTool server for offline or private checking.

14 / Project health

Check project health

One panel surfaces the cross-file problems that otherwise only show up at compile time — or in a reviewer's report.

Open Project health from the activity rail. Opal analyses the whole project and groups findings by category, each marked as an error, warning, or informational note. Select an issue to jump to the offending location.

  • Labels — duplicate \label keys, \ref commands with no matching label, and labels nothing references.
  • Citations — duplicate bibliography keys, cited keys with no record, and records never cited. These mirror the Issues filters in the References panel.
  • Assets — figures pointing at image files that do not exist, and image files no figure uses.
  • Figures and tables — floats missing a caption or a label, which breaks numbering and cross-references.
  • Packages — features your source uses whose package is not declared (with a one-click fix that adds the \usepackage line), packages declared twice, and packages that appear unused.
Project health panel
Errors block or corrupt output; warnings and notes are judgement calls you can act on or ignore.

A useful pre-submission habit: run through Project health, then the References panel's Issues filter, then a final compile — in that order, so structural fixes land before the last build.

15 / Safety net

Use version history

Opal records project snapshots at natural checkpoints so an earlier state is always within reach.

Choose History in the PDF toolbar to open the snapshot list. Snapshots are taken when you save, before a compile, and before AI applies edits — so a recovery point already exists by the time you need one.

  1. Select a snapshot to review its differences against the previous state directly in the editor.
  2. Label a snapshot you may want to find again, such as submitted draft.
  3. Choose Restore to return the project files to that snapshot.
Version history panel
Snapshot history lives inside the project and works alongside Git or any other version control you already use.
16 / Preferences

Adjust appearance and focus

The palette button above Settings controls how the workspace looks without mixing display options into general settings.

Choose light, dark, or system mode; select a workspace colour palette; change editor text size; and set the code-highlighting theme. Click the displayed text size to reset it.

Ctrl plus scroll changes only the editor text size. Ctrl +, Ctrl , and Ctrl 0 zoom the entire application.

Focus mode hides surrounding panels when you need a cleaner writing surface. Toggle it from the workspace controls or with Ctrl Shift F.

17 / Shortcuts

Useful keyboard shortcuts

Use Command instead of Control for the equivalent shortcuts on macOS.

Open command paletteCtrl K
Save active fileCtrl S
Compile documentCtrl Enter
Search current fileCtrl F
Search whole projectCtrl Shift F
Toggle PDF previewCtrl \
Toggle focus modeCtrl Shift F
Open contextual editorAlt Enter
Next / previous proposed changeF8 / Shift F8
Capture a PDF region and askCtrl X
New Opal windowCtrl Shift N
18 / Help

Troubleshooting and FAQs

Start with the smallest check that can explain the problem.

The PDF is not updating. What should I check?

Save the file and run an explicit Compile. Check the error message and Problems area, confirm that Opal detected the correct root file, and make sure any referenced images or bibliography files exist at the paths used by your source.

Where is the full compile log?

Opal keeps build artefacts in the project's hidden /build/ folder; the engine log is stored there next to the output as <root>.log. The Problems area summarises errors, but the raw log is the place to check warnings such as overfull boxes or undefined references. With AI configured, you can also ask chat to read and explain the build log.

I accepted a change I regret. Can I get the old version back?

Yes. Open History in the PDF toolbar and restore the snapshot taken before the change. Opal snapshots the project when you save, before compiles, and before AI edits are applied. See Use version history.

Why does clicking LaTeX open another editor?

Interactive editing is enabled. Choose Interactive in the editor toolbar to switch it to Source only. You can still open a contextual editor with Alt Enter.

Why can’t I see the AI chat?

AI chat is hidden while the provider is set to None. Open Settings, choose a provider, configure its key or endpoint, and run the connection test.

Does Opal require an account or internet connection?

No account is required, and editing plus compilation are local. The first use of some LaTeX packages may download them. AI providers, metadata lookups, Zotero Cloud, public GitHub imports, and grammar services may require a network connection.

Where is the beginner LaTeX tutorial?

The New to LaTeX guide is separate from this application documentation. Start it from the home screen; its graduation-cap icon appears in the activity rail while the tutorial project is open.

How do I report a bug?

Open the project on GitHub and create an issue with the Opal version, operating system, steps to reproduce, and any useful compile error. Remove API keys and private document content before attaching logs or screenshots.

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