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How to Create and Use Pages in CompanyCam

How to Create and Use Pages in CompanyCam

Pages is a great tool you and your team can use to help keep your notes organized!

Updated this week

Before you start

  • Creating Pages in CompanyCam is an account-level feature available to all Permission Roles.

  • This feature is compatible with Offline Mode. If a Project is cached for Offline Mode, a User can create a new Page or edit an existing Page without a connection.

On the web

Create a Page

  1. Open the Project that you'd like to add a Page for and click on the Pages section.

  2. Click on the + Create Page button to create a new Page.

  3. From here, you can select a Blank Page, Use a Template, or Start With an Example Page. Once selected, you'll be able to edit the Title of your Page and start documenting any additional details. Any edits you make will save automatically.

  4. After creating your Page, you can customize its layout using the built-in editor. The editing tools are located at the bottom of the screen. From left to right, the tools include:

    • Header Size

    • Bold

    • Italic

    • Underline

    • Checkbox

    • Bulleted List

    • Numbered List

    • Insert Link

    • Add Photos

    • Add Table

    • Insert Photo Blocks

    • Add Payment Request

    • Undo

    • Redo

Share a Page

  1. Open the Page you'd like to share.

  2. Click on Share in the upper right corner.

  3. Click Copy Link and then paste the link into an email, text message, etc.

Export a Page to PDF or Delete a Page.

  1. Open the Page you'd like to export as a PDF or delete.

  2. Click on the Three Dots Icon in the upper right corner to view the Page Menu. From here, you can:

    • Export a Page as a PDF

    • Delete the Page

    When you export a Page as a PDF, the Page will be saved as a Document within your Project automatically. This way, you can request Signatures for your Pages or sync your Pages to any integration that supports Document syncing.

In the app

Create a Page

  1. Open the Project that you'd like to add a Page for and tap on the Pages section. Once selected, tap + Page.

  2. Tap on New Page to create a Blank Page, or Start with an Example to create a Page from an example.

  3. Once selected, you'll be able to edit the Title of your Page and start documenting any additional details. Any edits you make will save automatically. Any edits you make will save automatically.

  4. After creating your Page, you can customize its layout using the built-in editor. The editing tools are located within the keyboard. From left to right, the tools include:

    • Take a Photo

    • Insert a Photo

    • Header

    • Bold, Italicize, and Underline

    • Checkbox

    • Bulleted List

    • Numbered List

Share a Page or Export a Page to PDF

  1. Open the Page you'd like to share or export a PDF for.

  2. Tap on the Share Arrow Icon in the upper right corner. From here, you can:

    • Share a Page link (Copy the link and then paste the link into an email, text message, etc.)

    • Export a Page as a PDF

Delete a Page

  1. Open the Page you'd like to delete.

  2. Tap on the Three Dots Icon in the upper right corner.

  3. Tap Delete and confirm.

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