Organise production documents and resources
Use the tools enabled for your project: briefs, deliverables, budgets, engagements, equipment checkout, reports and delivery collections.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the relevant project tool and create the required document rather than storing an unrelated file in a general note.
- Review the people, resources, dates and references that the document actually uses. Inspect attachments before issuing.
- Save a draft, review its revision and publish or share only through the appropriate document action.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.