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.

Project Preview

 

  1. Switch between doc and sheet preview. Learn more here. Note that when viewing sheets, worksheet tabs are at the bottom of the preview.
  2. Open the project folder in Google Drive.
  3. Show/hide merge fields. Show = link display, hide = normal format
  4. Open the document for editing.

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.

Client Info

 

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 project document are available here, 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. 

Doc Merge Fields - Edit here or in doc.

 

  1. 1. Click the ➕ sign to display a form with merge fields for the selected heading. The ‘Top’ section is a special category where general purpose merge fields can be grouped together.    

2. Merge form data entered here to the document and sheet.

3. Update sheet fields. For cases where updated document fields also trigger updates to sheet fields.  More info here.

4. Update maps. For cases where updated document fields also trigger updates to maps.  

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

Edit Doc Merge Fields

Doc Merge Field Data Entry
  1. 1. This view shows form fields for the selected section.

Subject Images # 

This is a dedicated project folder in Google Drive. Store images here for quick access and organization. Images may be inserted directly into documents with doc Insert Image menu, or for more technical applications, photos can be merged to the report with StartDeck Writer merge fields. See our KB article image merge fields.

Project Images

 

  1. View images in Google Drive
  2. Upload images to project folder

Project Addenda # 

This a dedicated project folder in Google Drive. PDF Addenda saved here are automatically added the completed document.

Addenda articles are automatically added to final document.
  1. View addenda in Google Drive
  2. Upload addenda to project folder

Manage Addenda # 

Note: PDF addenda is copied to the project folder and added to the document in the order it is uploaded to StartDeck.

 

Note: PDF addenda is added to your document when the Signatures/Publish/Delivery/Tracking is initiated.

 

Tip: Report writing tip: Use a bullet List merge field to itemize typical addenda in the report, as shown here.

 

Tip: StartDeck Writer Bullet List to itemize Addenda

 

Signatures/Delivery/Tracking (Optional)

StartDeck integrates signatures, delivery and tracking from the Project Page. Signatures are optional. The delivery action will prepare a pdf file with addenda items attached. 

Signatures, Publish, Delivery and Tracking
  1. Initiate the document signature/publish/delivery/tracking process.
    • Select recipients
    • Add signature fields (optional)
    • Send document link
    • Track deliveries and signatures
  2. View document delivery and signature status here. Click View tracking for a full audit trail.

See our full signature help article here.

Document Activity #

Review document activity here.

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

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