Documents turn your job-site notes and photos into a clean, shareable document inside a Project. Build a report, log daily progress, or lay out photos with details attached, all without leaving the job.
On the web
Creating a Document in a Project
Open your Project and click the Documents Tab.
Click + Add and select Create.
Start typing in the Start writing... title field to build from scratch, or pick a layout: Report, Daily Log, Summary, or More Templates.
Note: The Daily Log and Summary Documents are created using AI and will use your AI Credits.
Creating a Document from photos
Open a Project that has photos.
Select the photos you want to include in the Photos Tab.
Click Documents at the top of the page, then click Create.
Adding photos from other Projects
Note: Only Admins, Managers, and Standard Users can choose from all Projects. Restricted Users can select from Projects they created or are assigned to.
Open the Document you're creating or editing.
Click the Add Photos Icon.
Select Click to add photos.
Click the Project Filter Icon and select any Projects you want to include.
Select the photos you want, then click Add Photos.
In the app
Creating a Document in a Project
Open your Project and open the Documents Section.
Tap the + Icon and tap Document.
Start typing to build from scratch, or pick a layout: Report, Walkthrough, Daily Log, or More Templates.
Note: The Daily Log and Summary Documents are created using AI and will use your AI Credits.
Creating a Document from photos
Open a Project and tap the Select Icon.
Select the photos you want to include, then tap the 3 Dots Icon.
Tap Create.
Adding photos from other Projects
Open the Document you're creating or editing.
Tap the + Icon and tap Photos.
Tap the Click to add photos box that appears on the Document.
Tap Filters.
Select any additional Project you want to include.
Tap Save.
Tap the photos you want, then tap Add Photos.
FAQs
Who can create Documents?
Who can create Documents?
Documents can be created by all permission roles. There's no restriction on creating, editing, or deleting Documents you created.
Can I create a Document from photos?
Can I create a Document from photos?
Documents can be built directly from Project photos. Select the photos, then open the Actions menu on the web or tap the 3 Dots Icon in the app, and choose Create.
Are Templates available on all plans?
Are Templates available on all plans?
Templates and AI layouts are available on select plans. Creating Documents from scratch is available on every plan.
How can I edit Documents?
How can I edit Documents?
Explore our Editing Documents guide to learn how to customize your Document, organize photos, add cover pages and section blocks, include photo details, and use the editor tools to create a presentation that fits your needs.
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
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