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Created documents

Find documents created in a project

Return to estimates, schedules, and other documents created in your project. Start from the home screen with an existing project.

  1. 1. Open Projects

    Select Projects in the left sidebar to see your project list. The red arrow marks the navigation item.

    Stratson home screen with Projects circled in the left sidebar.

  2. 2. Choose your project

    Select the project you want to work in. The screenshot highlights "Salesforce: 1095 6th Ave" as an example. You can use the search field to find your own project.

    Project list with the example project Salesforce: 1095 6th Ave outlined.

  3. 3. Open Documents

    Inside the project, select Documents in the left sidebar. This opens the file area for that project.

    Project workspace with Documents circled below Agent in the sidebar.

  4. 4. Select Project Docs

    Choose the Project Docs tab to find documents created in the project. Select a folder or document to open it.

    Project Documents area with the Project Docs tab outlined above the project folders.

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