CompanyCam

Organize

Learn how to create a Checklist in CompanyCam, add Fields, photos, and sections, and convert Documents into Checklists on the web or in the app.

Creating a Checklist

Learn how to complete Advanced Checklists that your company has created.

Completing Advanced Checklists

Learn 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.

Exporting a Checklist as a CSV

Checklists

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

Managing Templates

Projects are an important part of CompanyCam and new Project Templates make it easier to create Projects more efficiently!

Create and Use 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 Report Templates on the web app and use them on the web or mobile app to save time on repeat Reports.

Creating and Using Report Templates

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

Templates

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 edit a document's layout, headers, and footers, including adding a custom image and using the CompanyCam Assistant to make text edits.

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

Documents

Looking for a better way to keep track of photo downloads? In CompanyCam you can use Tags to rename them.

Using Tags to Rename Downloaded Photos

Project Labels are a powerful way to organize your company's workflow. You can apply as many labels as you need to Projects.

Using Project Labels

Tags help you easily organize and search for your photos. You can even add them in the camera view.

Using Tags in CompanyCam

Looking for a better way to organize your photos? You can create custom Tags on the web or mobile app, and assign Tags to any photo.

Organize Photos Using Tags

Tags & Labels

Want to keep a Project you've completed, but tired of popping up in your feed? Learn more about Archiving below.

Archiving and Restoring Projects

Accidentally created a duplicate Project? Merging allows you to reduce or eliminate duplicated information.

Merging Projects

Need to delete a project from your account? Learn how below.

Deleting Projects

Want a better way to organize your Projects? Create Project Groups to bundle related Projects into one unified job.

Create and Manage Project Groups

Project Tasks are quick-add tasks and easily viewable when looking at a Project on web or mobile!

How to Create and Edit Project Tasks

CompanyCam lets you view and organize Projects in many ways. Project Maps help you locate Projects using a range of search criteria.

How to Use the Project Map

Project Management

Send a photo to the Trash on accident? Photos can be restored without reaching out to Support! Learn how to below.

Restore Items from Project Trash

Photos added to the wrong Project? Follow the steps below to move photos from one project to another.

Move Photos

Are you wondering where a photo was taken? Map This Photo can help you locate that information.

How to Use Map This Photo

Need to trash a photo or video from a Project? Learn how below.

How to Delete Photos and Videos

Photo Management

Learn how to insert a saved Text Snippet into a photo description, Report, or Document in CompanyCam.

Using Text Snippets

Learn how to create, edit, and delete Text Snippets in CompanyCam to save time on repetitive notes across descriptions, Reports, and Documents.

Creating and Managing Text Snippets

Text Snippets

Create a custom design with text, images, and links

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