CompanyCam

Learn how to create, edit, and manage Checklist, Report, Project, Files, and Document Templates from one place.

Managing Templates

Learn how to build, edit, and set a default Project Template so every new Project starts with the same setup.

Creating and Managing Project Templates

Learn how to create an Advanced Checklist Template with conditional logic and drag-and-drop sections.

Building an Advanced Checklist Template

Learn how to subscribe to Community Checklist Templates shared by Partners and add them to your Projects.

Accessing Community Checklist Templates

Learn how to upload files to your Project Documents library and add them to a Project.

Uploading and Managing Project Files

Learn how to create a reusable Document Template, and how to add a branded header or footer so every Document matches your company's look.

Creating Document Templates

Learn how to create, duplicate, and use Checklist Templates in CompanyCam to standardize your documentation process across Projects.

Create and Use Checklist Templates

Quickly add saved Document Templates to your Projects to work efficiently without manually creating your work every time.

Using Document Templates

Setting up reusable templates so you're never building the same thing from scratch twice.

Templates

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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