The Essential Toolkit for Modern Technical Writers
Welcome to the job! If you're coming from the world of term papers and memos, you might expect your main tool to be Microsoft Word. Think again.
In the modern software world, documentation is built like code. This is called the Docs-as-Code workflow, and it requires a unique and powerful set of tools that we'll explore here.
1. The Core: Plain Text and Markup
Every modern documentation site, including this one (built with Docusaurus!), starts with simple text files.
A. Markdown and MDX
Forget proprietary file formats. We use Markdown because it’s a lightweight language that’s easy to read, write, and convert into HTML.
MDX is Markdown's superpower. It allows you to embed interactive web components (written in React) directly into your documents. This is how we create custom features like the ToolCard you see below!
Markdown and MDX
The foundation of all modern technical documentation. Markdown provides easy formatting; MDX allows for powerful interactivity.
Use Case / Why it Matters:
Writing 99% of your content. If you can write an email, you can write Markdown.
B. The Workbench: VS Code
Since your files are just plain text, you need a high-powered text editor, not a word processor.
Visual Studio Code (VS Code)
The universal choice for developers and technical writers. It’s free, fast, and has powerful features for a better writing experience.
Use Case / Why it Matters:
Essential for: Built-in Markdown preview, seamless Git integration, and a massive extension library (like Grammarly and spell-checkers).
2. The Infrastructure: Docusaurus and Git
These tools automate the hard parts of documentation: publishing, versioning, and collaborating.
A. The Publishing Engine: Docusaurus
Since your team has chosen Docusaurus, you get powerful features straight out of the box that traditional tools simply cannot offer.
| Docusaurus Feature | Why It Matters to the Technical Writer |
|---|---|
| Document Versioning | Crucial for software! Automatically maintains separate documentation for different releases (e.g., v1.0, v2.0). |
| Search (Algolia Integration) | Provides blazing-fast, high-quality search functionality across all your docs. |
| MDX Support | Allows you to embed interactive code blocks or custom design components. |
| Sidebar Navigation | Simplifies organizing complex information into a logical, hierarchical structure. |
B. The Safety Net: Git and GitHub
As a technical writer, you will quickly learn to use Git (the version control system) via GitHub (the hosting platform).
This allows your content to be managed exactly like the software code.
- You never lose work: Git tracks every change. Made a mistake? You can instantly rewind the file to any previous version.
- You collaborate cleanly: When a developer spots a typo, they don't email you; they submit a Pull Request (PR). This forces a clean review process before the change goes live.
- You stay in sync: You write docs on a separate branch that only merges into the main site when the corresponding code is ready for release.
Git and GitHub
The backbone of modern collaboration. Git tracks changes; GitHub hosts your repositories and enables team workflows.
Use Case / Why it Matters:
Managing document versions, collaborating with developers, and integrating with CI/CD pipelines for automated publishing.
3. The Quality Assurance Stack
These tools ensure your words are perfect and your visuals are clear, and your math is precise.
A. Mathematical Notation: KaTeX
For technical writers in data science, mathematics, or physics, rendering complex equations is a daily task. Docusaurus (via MDX) handles this beautifully using KaTeX or MathJax.
KaTeX/MathJax
Allows you to render complex mathematical formulas using LaTeX syntax, ensuring scientific accuracy and professional typography.
Use Case / Why it Matters:
Documenting algorithms, equations, formulas, or statistical models directly within the content.
You can use LaTeX syntax in your MDX files in two ways:
-
Inline Formula (Single Dollar Signs): Use
$to embed math directly within a sentence.- Inline Code
- Visual Output
This is an inline equation: $E = mc^2$, which relates energy and mass.This is an inline equation: , which relates energy and mass.
-
Block Formula (Double Dollar Signs): Use
$$to center and display complex equations on their own line.- Block Code
- Visual Output
Here is a block equation:
$$
\int_{a}^{b} x^2 \,dx = \frac{b^3}{3} - \frac{a^3}{3}
$$Here is a block equation:
There are two ways to include LaTeX in your MDX files: inline and block.
B. Style and Grammar
No matter how good your writing is, you need a second pair of eyes that can enforce a specific style guide.
Grammarly / ProWritingAid
These advanced AI-powered tools check grammar, spelling, and style. They are crucial for maintaining clarity and conciseness, especially when writing about complex topics.
Use Case / Why it Matters:
Final proofreading and enforcing specific corporate or brand style guidelines.
C. Visual Content (Screenshots and Diagrams)
The best tutorials show, not just tell.
1. Screen Capture and Annotation
Every technical writer needs a high-quality screen capture and annotation tool to create clear, visually consistent instructional images.
Snagit (or ShareX)
The industry favorite for screen capture. You can easily add arrows, numbered steps, blur sensitive data, and crop images to a consistent size.
Use Case / Why it Matters:
Creating professional, annotated screenshots for steps in a tutorial or how-to guide.
2. Code-Based Diagramming: Mermaid
Forget saving diagrams as separate .png files that quickly become outdated. Mermaid allows you to draw diagrams using simple text syntax directly in your MDX file.
- Mermaid Code (in your MDX)
- Visual Output
```mermaid
graph TD;
A[Idea for Feature] --> B{Code Complete?};
B -- Yes --> C[Docs PR Ready];
C --> D[Review/Merge];
D --> E(Deploy New Docs);
B -- No --> A;
```
Mermaid
Allows you to create flowcharts and sequence diagrams from plain text. The diagram is versioned and editable in the same file as the doc itself.
Use Case / Why it Matters:
Quickly generating complex flowcharts, decision trees, or system architecture diagrams.
You've now got the entire foundation for a modern technical writing career.