Documents

The Documents topics explore how General Contractors can create and preview custom document templates. After a user with the Publisher user role publishes a template, Project Managers can later select it for use on a project.

Documents Library

Working With the Documents Library Page

Working with the Documents Editor

Document Templates Best Practices

Creating a Document Template

Using Conditional Start and End Tags in Document Templates

Adding a Table to a Document Template

Deleting Table Elements from a Document Template

Adding a Header or Footer to a Document Template

Previewing a Document Template from the Document Library

Previewing a Document Template from the Document Editor

Publishing a Document Template

Navigate to the Documents Page

Next: Documents Library