Skip to main content

Editing Documents

Learn how to customize a Document's photos, layout, and branding to match the job.

A Document turns your job site photos into something you can hand off or file away, but it only works if it looks right. This article covers the editor toolbar, choosing which photo details show, laying out and annotating photos, building headers and footers, and adding cover pages, section blocks, and page breaks.

On the web

Using the editor toolbar

The editing tools sit at the top of the screen. From left to right: Header Size, Bold, Italic, Underline, Color, Checkbox, Bulleted List, Numbered List, Text Alignment, Text Snippets, Insert Link, Add Photos, Add Table, Insert Cover Page, Undo, and Redo.

Click Align Text to set a paragraph to left, center, right, or justified alignment.

Including photo details

Open a Document, click the 3 Dots Icon, and choose Document Settings. Use the toggles to choose which details show on each photo: Capture Details, Photo Tags, Photo Location, and Photo Numbers.

Note: Photo details may look different depending on whether your photos are in List or Grid layout.

Adjusting the photo layout

Click into the photo section, then click the Layout Icon to set Photo Size, Layout, and Aspect Ratio.

Rearranging photos

Click and hold the Rearrange Icon that appears when hovering over a photo, then drag it anywhere in your Document to rearrange it — within its current photo group or into a different one. A drop indicator line shows where the photo will land as you drag, and nothing gets deleted or reset in the process.

​

This is handy when photos didn't get grouped the way you wanted. Grab the ones that belong together and move them.

Showing photo descriptions

Click the 3 Dots Icon on a photo block, then click Show Photo Text to pull in any descriptions attached to your photos.

Annotating a photo

Click the photo on your Document to open the photo editor, mark it up, then save. Your annotations show on the Document right away.

You get the same tools you'd get anywhere else in CompanyCam: draw, arrows, circles, squares, text, and timestamps. See Edit and Add Drawings to Your Photos for what each tool does.

Adding a cover page

Open your Document, click the + Icon, then click Cover Page. Add a title and photo, and edit the location, date, and company details as needed.

To remove a cover page, hover over it until it fills in grey, then click the Trash Can icon below the title.

Adding headers

The header sits at the top of every page in your Document.

  1. Hover over the top of your Document and click to add a header.

  2. Click + Insert Field and choose the fields you want: Document Title, Date, Author, Company Logo, Company Name, Company Phone, Company Address, Project Name, Project Address, or Page Number.

  3. Click + Add Image to upload a custom image, like a logo or branded banner.

Note: You can also ask the CompanyCam Assistant to update the text in your header, like the title or company name. See Chatting with CompanyCam Assistant for what the Assistant can do. The Assistant can't add or change the header image for you.

Adding footers

The footer sits at the bottom of every Document and uses the same fields as the header.

  1. Hover over the bottom of your Document and click to add a footer.

  2. Click + Insert Field and choose from the same fields listed above.

  3. Click + Add Image to upload a custom image to your footer.

Adding a section block

Click the + Icon in the toolbar, then choose Photo Section, Table Section, or Notes Section to drop that block into your Document.

Adding page breaks

Insert a page break to control which content always starts at the top of a page. Click the + Icon and choose Page Break, or place your cursor where you want the break and press Cmd + Enter (Ctrl + Enter on Windows), the same shortcut Google Docs and Microsoft Word use.

In the app

Using the editor toolbar

The editing tools sit in the toolbar within the keyboard. From left to right: Take a Photo, Insert Cover Page, Header, Bold, Italic, Underline, Undo, Redo, Checkbox, Bulleted List, Numbered List, Tab Up, and Tab Down. Slide the toolbar to view all options!

Adding photo descriptions

  1. Tap the + Icon in the toolbar, and choose Photos.

  2. Tap Click to add photos.

  3. Select your photos and tap Next.

  4. Tap the 3 Dots icon, then toggle on Photo Text.

Photo Text pulls any descriptions attached to those photos onto the Document. You can also add new descriptions directly within the Document.

Note: Descriptions added within the Document don't transfer back to the original photo's description.

Including photo details

Tap the 3 Dots Icon at the top of the Document, then tap Document Settings. Use the Settings toggles to choose which photo details show.

Adjusting the photo layout

  1. Tap into the photo section.

  2. Tap the Layout Icon.

  3. Choose how your photos appear.

  4. Tap out of the menu to apply.

Annotating a photo

Tap the photo on your Document to open the photo editor, mark it up, then tap Save. Your annotations show on the Document right away.

Adding a cover page

Tap the + Icon, then tap Cover Page and edit it as needed. To remove it, tap the Trash Can icon at the top of the cover page.

Adding a section block

Tap the + Icon, then choose Photo Section, Table Section, or Notes Section to add that block to your Document.

Adding page breaks

Insert a page break to control which content always starts at the top of a page. Tap the + Icon in the toolbar, then tap Page Break.

FAQs

What size should my header or footer image be?

Header and footer images display at 816 x 84 px. Upload an image close to that size for the cleanest result.

Can the CompanyCam Assistant edit my header or footer image?

The Assistant can update text fields in your header or footer, like the title, date, or company name. It can't add, remove, or change an image. You'll need to do that from the header or footer editor directly.

Can headers and footers use different images?

Headers and footers are edited separately, so you can upload a different image to each.

Does annotating a photo in a Document change the original photo?

Annotating a photo from inside a Document only changes the copy on that Document. The original photo in your Project stays as it was.

Can a photo be moved from one group to another?

A photo can be moved between groups by dragging it from one photo group and dropping it into another. Nothing is deleted when you move a photo. It just changes which group it sits in.
​

Can a photo be moved to a Notes Section or Table Section?

Photos can't be moved into a Notes Section or Table Section right now. You can only move them within or between Photo Sections.
​

Can photos be moved within a Document Template?

Photos can be moved within or between Photo Sections in Document Templates.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

Related Articles
Did this answer your question?