Documents for Owners

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 for Owners

Working with the Documents Library Page for Owners

Working with the Documents Editor for Owners

Document Templates Best Practices for Owners

Creating a Document Template for Owners

Using Conditional Start and End Tags in Document Templates for Owners

Adding a Table to a Document Template for Owners

Deleting Table Elements from a Document Template for Owners

Adding a Header or Footer to a Document Template

Previewing a Document Template from the Document Library for Owners

Previewing a Document from the Document Editor for Owners

Publishing a Document Template for Owners

Navigate to the Documents Page

Next: Documents Library for Owners