Organize
Organize all your content.
32 articles
- Creating a ChecklistLearn how to create a Checklist in CompanyCam, add Fields, photos, and sections, and convert Files or Pages into Checklists on the web or in the app.
- Completing Advanced ChecklistsLearn how to complete Advanced Checklists that your company has created.
- Exporting a Checklist as a CSVLearn how to export any Checklist as a CSV file to review completion details, including each field, who it was assigned to, and when it was completed.
- How to Manage TemplatesCreate, edit, and save your Checklist, Report, and Project Templates all in one place!
- Create and Use Project TemplatesProjects are an important part of CompanyCam and new Project Templates make it easier to create Projects more efficiently!
- Building an Advanced Checklist TemplateLearn how to create an Advanced Checklist Template with conditional logic and drag-and-drop sections.
- How to Access Community Checklist TemplatesCommunity Checklists are a great way to access templates you're needing for jobs you're working on. Subscribe or save individual templates!
- Uploading and Managing Project FilesLearn how to upload files to your Project Documents library and add them to a Project.
- Creating and Using Report TemplatesLearn how to create Report Templates on the web app and use them on the web or mobile app to save time on repeat Reports.
- Creating Page TemplatesPages are a useful tool in CompanyCam, and Pages Templates make it easier to quickly add your commonly used Pages to multiple Projects.
- Create and Use Checklist TemplatesLearn how to create, duplicate, and use Checklist Templates in CompanyCam to standardize your documentation process across Projects.
- Creating PagesLearn how to create a Page in CompanyCam from scratch, from a template, or from your Project photos, on the web or in the app.
- Creating an Invoice Using PagesLearn how to create an Invoice for a client by using a Page in CompanyCam.
- Manage Access to PagesHow to control who on your team can view and edit a specific Page within a CompanyCam Project.
- Editing PagesLearn how to edit a Page in CompanyCam, including the editor toolbar, photo details, photo layout, cover pages, and deleting a Page.
- Sharing and Exporting PagesLearn how to share a CompanyCam Page by link and export a Page to PDF, on the web or in the app.
- Archiving and Restoring ProjectsWant to keep a Project you've completed, but tired of popping up in your feed? Learn more about Archiving below.
- Merging ProjectsAccidentally created a duplicate Project? Merging allows you to reduce or eliminate duplicated information.
- Deleting ProjectsNeed to delete a project from your account? Learn how below.
- Create and Manage Project GroupsWant a better way to organize your Projects? Create Project Groups to bundle related Projects into one unified job.
- How to Create and Edit Project TasksProject Tasks are quick-add tasks and easily viewable when looking at a Project on web or mobile!
- How to Use the Project MapCompanyCam lets you view and organize Projects in many ways. Project Maps help you locate Projects using a range of search criteria.
- Restore Items from Project TrashSend a photo to the Trash on accident? Photos can be restored without reaching out to Support! Learn how to below.
- Move PhotosPhotos added to the wrong Project? Follow the steps below to move photos from one project to another.
- How to Use Map This PhotoAre you wondering where a photo was taken? Map This Photo can help you locate that information.
- How to Delete Photos and VideosNeed to trash a photo or video from a Project? Learn how below.