What You’ll Learn
Documents in CompanyCam are your customizable, digital notebook. This walkthrough shows you how to turn your job site photos and notes into reports that your team, clients, and adjusters will actually open.
- Document Creation Basics. Create a new blank document, start one from a report or a preexisting template, and organize them into folders.
- Section Organization. Add structure to your documents and include summaries with formatted text, tables, or saved snippets.
- Photo Management. Pull in photos from one (or several) projects, use filters to narrow results, reorder items, and load descriptions or comments as needed.
- Share Your Work. Edit the cover page, add branded headers and footers, preview the PDF, and share it as a file or link.
Want to see how it works on the mobile app? Fast-forward to the 3:43 mark in the video above.