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
Open the Project that you'd like to add a Page for and click on the Pages section.
Click on the + Create Page button to create a new Page.
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.
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
Use Text Snippets
Insert Link
Add Photos
Add Table
Insert Photo Blocks
Add Payment Request
Undo
Redo
Share a Page
Open the Page you'd like to share.
Click on Share in the upper right corner.
Click Copy Link and then paste the link into an email, text message, etc.
Export a Page to PDF or Delete a Page.
Open the Page you'd like to export as a PDF or delete.
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
Open the Project that you'd like to add a Page for and tap on the Pages section. Once selected, tap + Page.
Tap on New Page to create a Blank Page, or Start with an Example to create a Page from an example.
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.
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
Use Text Snippets
Checkbox
Bulleted List
Numbered List
Share a Page or Export a Page to PDF
Open the Page you'd like to share or export a PDF for.
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 it into an email, text message, etc.)
Export a Page as a PDF
Delete a Page
Open the Page you'd like to delete.
Tap on the Three Dots Icon in the upper right corner.
Tap Delete and confirm.
