FieldCampDocument packages
Combine estimates, forms, photos, and invoices into one PDF. 6 articles
Document packagesLearn what FieldCamp document packages are, what they can include, how they stay current when records change, and which plan you need.Create a document package in package studioCreate a FieldCamp document package from a starter or from scratch. Choose the record type, add and order pages, set a condition, and preview the file.Document package pages, sources and looksEvery page type you can add to a FieldCamp document package, how linked records are reached, how to choose a Look, and how to attach your own PDFs.Build, preview and send a document packageBuild a FieldCamp document package for a record, check what is missing, preview or download the PDF, and send it to a customer as a secure link or attachment.Automate document packages with workflowsBuild and send FieldCamp document packages automatically with the Generate Package and Send Package workflow actions, or start from a ready-made setup.Document package permissions and troubleshootingWho can create, build and send FieldCamp document packages, which plan is required, and how to fix packages that are missing, out of date or not sending.