efficiently

The Books Tab Overview

Create a Design Book

Create A Room-by-Room

Create An Installation Book

Create A Procurement Book

Create an Item Schedule Book

Add, Move, Delete, and Duplicate Pages

Add Design Selections (Items IDs, Locations & Items)

Adding an Image to a Design Book

Item Boxes

Remove Or Replace Items

Create and Edit Text Boxes

Dynamic Fields

Add Design Elements (Shapes & Lines)

Viewing the Item Schedule in Books

Create a PDF

Share Your Book

The Documents Tab Overview

Build, edit, and export design books for clear client communication.

Books

Create a custom design with text, images, and links

Knowledge Base

Projects

Design Lite

A Designer's Guide to getting started with efficiently

Construction Training

Admin Essentials

Plans

Resolving Common Questions for GCs

Design Training

Construction Teams

Schedule

Catalog

Admin Console

Help Center

Topics

Training

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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