1 Add a client
A client is the company you work for. Click + New client and type its name — the short code is made for you.
Guide · 4 steps
Your first client and project
A client is the company. Its projects hold the documents.
2 Start a project
Projects live under the client. Start the first one here.
3 Name the project
Give the project a name you will recognise, for example Store rollout. The code is suggested for you.
4 Create the document
The document the client will approve starts from your published template. Click here to create it.
The same steps run as a guided tour inside the app, on your own screens.