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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

Plan Requirements:

  • This feature is available on all plans.

Permission Roles:

  • Creating Pages is available to all permission roles.

Platform Availability:

  • Creating Pages is available on both web and mobile apps.

On the web

Create a Page within a Project

  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, your Page will open, and you can begin creating your Page from scratch by typing in the Start writing... title section.

  4. Or you can choose from existing layouts by selecting Report, Daily Log, Summary, or More Templates. The AI features Daily Log and Summary as well as Templates are only available on select plans.

    Note: A Table of Contents is available on the side of your Page so you can easily navigate through long documents without scrolling.

  5. You can customize your Page 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

    • Color

    • Checkbox

    • Bulleted List

    • Numbered List

    • Use Text Snippets

    • Insert Link

    • Add Photos

    • Add Table

    • Undo

    • Redo

Create a Page from photos

  1. Open a Project that you've taken photos in.

  2. Within the Photos Tab, select the photos you'd like to include within a new Page.

  3. From the Actions Menu at the top of the screen, click Pages.

  4. From the Pages drop-down menu, click Create Page to generate a new Page (or click on the Summary, Daily Log, or Progress Recap option to generate a Page using AI).

  5. To begin customizing how your photos are formatted, you can click the Layout Icon to choose Photo Size, Layout, and Aspect Ratio.

  6. You can add or remove photos by clicking the Three Dots Button. Here you can also choose if you want to include Photo Descriptions by clicking on Show Photo Text.

Include Photo Details from Page Setting

  1. Open your Project, click on the Pages Tab and open a Page.

  2. At the top of the Page, click Page Settings.

  3. Use the Settings Toggles to choose which details to display on the Page, such as Capture Details, Photo Tags, and Photo Numbers.

  4. This will adjust the photo details on all photos within the Page.

    Note: Once you've added your photos, these details may be formatted differently based on whether you have your photos in List or Grid Layout.

OR

Add a Cover Page

  1. Open the Page you'd like to add a Cover Page to.

  2. Hover over the Page and click Add Cover Page when it appears at the top of the Page.

  3. Now you can edit your Cover Page by adding a title and photo, with options to edit location, date, and company details.

  4. If you need to delete the Cover Page, hover over the body of the page so that it fills in grey. You'll see a Trash Can Icon appear below the Page title. Click the Trash Can Icon to remove the Cover Page.

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

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

  2. Click on the Export PDF option at the top of the page.

    Note: When you export a Page as a PDF, the Page will be saved as a File within your Project automatically.

Delete a Page

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

  2. Click on the Three Dots Icon at the top of the page.

  3. From the drop-down menu, click Delete.

In the app

Create a Page in a Project

  1. Open the Project that you'd like to add a Page for and tap on the + Icon in the Documents Section.

  2. Once selected, tap Page for a new blank Page to open.

  3. Start Typing to work from a blank Page or chose from another layout option by selecting Report, Walkthrough, Daily Log, or More Templates. The AI features Walkthrough and Daily Log as well as Templates are only available on select plans.

  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

    • Use Text Snippets

    • Checkbox

    • Bulleted List

    • Numbered List

    • Undo (seen if you slide to show unseen options to the right)

    • Redo (seen if you slide to show unseen options to the right)

Create an AI Page from photos

  1. Open a Project.

  2. Tap on the Select Icon to select multiple Project photos.

  3. Select the photos you'd like to include within your Page, then tap on the Three Dots Icon at the bottom of the screen.

  4. Within the slide-up menu, choose Create Page.

  5. Within the slide-up menu, choose which type of AI-generated Page you'd like to use. You can learn more about each type of AI Page here.

Add Photo Descriptions

  1. Open a Project.

  2. Open the Documents Tab.

  3. While under the Pages section, select the Page you would like to add Photo descriptions to.

  4. Click into the Page then tap on the Add Photos Icon within the toolbar of the Page.

  5. Click to add photos.

  6. Choose the photos you want to add, then tap Next.

  7. Now that the photos have been added to the Page, tap the Three Dots Icon.

  8. Toggle on Photo Text. This ensures any photo descriptions associated with the photo are added to the Page.

Include Photo Details

  1. Open the Page you're working on.

  2. Tap on the Three Dots Icon at the top of the Page.

  3. From the pop-up menu, tap Page Settings.

  4. Use the Settings Toggles to decide which Photo Details you'd like to include.

Adjust the Photo Layout

  1. Open the Page you'd like to adjust the Layout in.

  2. Click into the Photo section and tap this Layout Icon.

  3. Choose how you'd like your photos to appear.

  4. When you've made your changes, click out of the menu and your changes will be applied.

Add a Cover Page

  1. Open the Page you'd like to add a Cover Page to.

  2. Tap on the Three Dots Icon at the top of the Page.

  3. From the pop-up menu, tap Add Cover Page.

  4. Once your Cover Page is added, you can edit it as needed.

  5. If you need to delete the Cover Page, tap on the Trash Can Icon at the top of the Cover Page.

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 Three Dots Icon at the top of the Page.

  3. From the pop-up menu, 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

  4. If you choose to export the Page as a PDF, you can:

    • Include a Cover Page

    • Save the Page to your Project Files within that Project

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. From the pop-up menu, tap Delete Page and confirm.

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