StartDeck
The Project Page

The Project Page

The Project Page is the home page and central hub for your project, where client data, documents, signatures and tracking are centrally located and managed. 

Dashboard > My/Team Projects > Project Page

Preview

The default view is the Project Preview.

 

  1. Click the doc and sheet icons to switch preview (previews are real time). Note that when viewing sheets, worksheet tabs are at the bottom of the preview. 
    Tip: Open three tabs when working: Project, Document and Sheet
  2. Click the doc and sheet edit icons to open files for editing in new tabs.
  3. Open project folder in Google Drive.

Team Transparency

Project pages are accessible to all team members and managers - the current status of projects may be previewed with any device without interrupting the writer. Moreover, with document preview, content across all projects is transparent across the Team. Another reference point for managers is Document Activity, discussed below. 

Client Info #

Client and contact database management takes place at the Project Page.

1. Add a new client.

2. Edit the selected client.

3. Search clients. 

Client info will automatically merge to your doc using StartDeck Writer and merge fields. Further, client info can be edited with the StartDeck Writer sidebar. All sidebar edits are automatically saved to the Client database. 

  • Vendor information also automatically merges to your document. Learn more about Client and Vendor merge fields here.

Doc Merge Fields

Dashboard > My/Team Projects > Project Page > Doc Merge Fields

All merge fields in the document can be populated from the Project Page, organized by document headings. Working the Project Page on a phone tablet enables efficient data entry from the field or anytime the desktop is not available. Indeed, there is a strong use case for moving some aspects of data entry to mobile devices for ease of data entry. For example, tasks like inspections can be completed in the field using the Project Page merge fields. 

StartDeck merge fields can be edited here at the Project Page, with any device, or while in Google Docs using the StartDeck Writer Add-on. 

To edit form inputs, click the plus sign next to each heading.

 

After entering doc merge field data from the Project Page, use the buttons at the bottom of the UI to update the document.

 

  1. Merge form data entered here to the document and sheet.
  2. Update sheet fields. For cases where updated document fields also trigger updates to sheet fields.  More info here.
  3. Update maps. For cases where updated document fields also trigger updates to maps.
  4. Show/hide merge fields in document (forms merge field as black text).

These controls allow for project updates without needing to open docs and/sheets directly, often from a mobile device. 

Subject Images # 

See Subject Photo Management

 

Project Addenda # 

See PDF Addenda

 

Publish

To publish the project document as a PDF with addenda and signatures (both optional), see Publish

The Publish article also includes document delivery tracking.

 

Document Activity #

Review document activity here.

Document Activity
  1. Review document activity from the Project Page.
     

How to Get More Help