Documents are rich-text files you write inside a project. Use them for bids, change orders, RFIs, daily logs, and any other construction paperwork. Each document opens in a full-page editor with formatting, tables, images, and links.

Open the + (Add) menu in the file explorer and select New document. This creates a blank document and opens the editor right away. New documents are named Untitled until you rename them.

To rename, move, or delete a document, click its name in the editor header to open the action menu.

Every template starts you with the right headings, fields, and tables for a common construction task. Pick one when you create a document instead of building the layout yourself.

The editor supports headings, bold and italic text, lists, tables, images, and links. Use the Undo and Redo buttons in the header to step backward and forward through your changes.

Your work saves automatically as you type, so there is no Save button. Edits are also saved when you close the document.

Documents support real-time collaboration. When teammates open the same document, their edits appear live and everyone stays in sync. Each person's name shows up as they work.

New documents are private to your organization, including the bids and estimates the AI assistant writes for you. Nobody outside your team can open one until you share it yourself.

Click Share in the editor header to open the share panel. Turn on Share via link to generate a public link. Anyone with the link can view the document without signing in, but they cannot edit it. Click the copy button next to the link to put it on your clipboard.

Turn the switch off to close the link. The document stops opening for everyone outside your team right away, but the link address stays on the document. Turning sharing back on reuses that same address rather than issuing a new one, so anyone who saved the old link can open the document again.

In the file explorer, a Shared badge marks every document that is currently open to anyone with its link. If you can edit the project, click the badge to stop sharing without opening the document.

The one document that starts out shared is an estimate a visitor requests through your website widget. That visitor has no account, so the link is their only way to read the estimate they asked for. Turn it off in the share panel like any other document.

Bid documents carry extra client-facing features beyond the sharing basics above. You can send a bid by share link or email, track when clients view it, control which prices they see, and set an expiration date; see Sharing and sending bids. Clients can accept and sign the bid on the share page, or decline with a reason; see Client signatures. You can also offer optional add-ons the client picks before signing; see Client options.

Click Download in the editor header and select Word to export the document as a .docx file. The file downloads to your computer with your formatting intact, ready to open in Microsoft Word.

When the AI assistant writes a bid or estimate for you, it adds inline citation markers like [1] for any figures it pulls from your knowledge-base files. A matching References section appears at the end of the document.

Click an inline [1] marker to jump to its reference entry. Click the entry to open the cited file in a side panel, so you can verify exactly where a number came from. To learn more about the knowledge base, see Using the AI assistant.