Projects and documents

A project provides context for the work. Documents, estimates, and invoices give that context a more detailed record.

Projects

Use the project to orient yourself: what the work is, which material belongs to it, and what needs your attention next.

Documents and estimates

Open the material shared in your workspace to review it in context. When something needs clarification, refer to the specific project and document so everyone is discussing the same work.

Invoices

Invoices are part of the project’s commercial record. Follow the payment instructions on the invoice you receive, and contact the sender if you need clarification.

Missing access

If you cannot find a project or document, confirm that you are signed in to the intended account and workspace. The person managing the project can help check what has been shared with you.