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.
Creating a document
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.
Templates
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.
Template | Use it for |
Blank document | Starting from scratch |
Bid proposal | Pricing and scope for a project bid |
Change order | Documenting scope and cost changes |
RFI | Requesting information |
Punch list | Tracking items requiring completion |
Daily log | Recording daily site activities |
Submittal checklist | Tracking required project submittals |
Lien waiver | Releasing mechanic's lien rights |
Safety toolbox talk | Documenting safety meeting topics |
Letter / memo | Professional correspondence |
Editing and auto-save
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.
Real-time collaboration
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.
Sharing a public link
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 again at any time to revoke access.
Exporting to Word
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.
Citations to knowledge-base files
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.