CompanyCam

Learn what the Documents tab holds, how to build a Document or upload a PDF, and how to organize them with folders and access levels.

Documents Explained

Learn how to find Documents, Files, and Reports all in one place where you can organize them with folders.

Navigating the Documents Tab

Learn how to create a Document in CompanyCam from scratch, from a Template, or from your Project photos, on the web or in the app.

Creating Documents

How to control who on your team can view and edit a specific Document within a CompanyCam Project.

Manage Access to Documents

Learn how to customize a Document's photos, layout, and branding to match the job.

Editing Documents

Learn how to share a CompanyCam Document by link and export a Document to PDF, on the web or in the app.

Sharing and Exporting Documents

Learn how to build a Report from your Project photos using the Documents tab, and where to go next to customize and share it.

Creating a Report using Documents

Writing, editing, and sharing the Documents that go along with a Project.

Documents

Create a custom design with text, images, and links

Classes

Webinars

YouTube Help Center

Resources

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Volume, creators and topics for your company.

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Track the progress of all tickets related to your company.

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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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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.

Prototype invite-team answer

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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