Create and Revising a Project Document

Creating a Document

From the Project Overview, click on Paperwork.

Within Paperwork, click on “Create Document” in the Project Documents section. You’ll see a modal asking you to name your Project Document, and choose a template. If you don’t want to choose a template, simply select “Blank Document”. Click on CREATE.

Revising a Document

To revise your document, from the Paperwork page, click on “Create Revision”. You’ll be immediately taken to the Project Builder where you’ll have the next version of your document ready to be worked on.