BuildPass

Learn about project documents. This article explains the different types of documents associated with project management and their significance.

What are project documents?

Understand who can see project and company documents. This article outlines the access permissions for viewing project and company documents.

Who can see project and company documents?

Understand company documents. This article details the various types of company documents and their importance in project management.

What are company documents?

Resend a document request or request specific documents from a subcontractor.

Request documents again

Create document folders easily. This guide provides step-by-step instructions to organize your documents into folders for efficient management.

How do I create document folders?

What are “other” documents?

Joanna Zervakis

Documents

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Create your workspace and invite the people you work with.

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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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