User Guide/⏳Using Stackd/Projects/Project Documents/To Create a New Document

To Create a New Document

To Create a New Document

  1. Navigate to “Projects”
  2. Select the project you want to open from the project list
  3. Click “Create” beside the “Documents” heading
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  1. Select the appropriate document type from the dropdown
    2. 💡
    Some document types (bolded below) can be populated from templates. See
    Templates     for more information.
    Available document types include:
    1. Addendum
    2. Assessment
    3. BC Building Code Checklist
    4. Certificate of Payment
    5. Change Directive
    6. Change Order
    7. Contemplated Change Notice
    8. Design Check Sheet
    9. Drawing
    10. Field Review
    11. Independent Review
    12. Letter
    13. Memo
      14. 💡
      Memo documents created here do not connect to the Memos module
    14. Proposal
    15. Request for Information
    16. Risk Assessment
    17. Letter of Assurance
    18. Scope Change Request/Notice
    19. Site Instruction
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Digital Signing with ConsignO

The following document types support digital signing through ConsignO:
  1. Addendum
  2. Assessment Report
  3. Certificate of Payment
  4. Drawing
  5. Field Review
  6. Letter
  7. Memo
  8. Letter of Assurance
  9. Site Instruction
  1. Complete all required and applicable fields
ℹ️
Some document types allow you to include attachments. When creating or editing one of these documents, scroll to the “Uploaded Files” section to select files that have already been uploaded to the project or attach previously created Stackd Documents. Selected files will be included in the generated PDF as clickable links.
  1. Click “Save Changes” to create a draft
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  1. From draft status, documents can be previewed (highlighted in yellow), saved as templates (where supported), sent for review, digitally signed, or completed
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A draft watermark will populate over signatures for documents that have not yet been completed.
Document status updates automatically based on draft, completion (white), and transmittal state.
Refer to the legend in the top right above the table.
  1. Click on the document to open the document slide-over panel. Click “More Actions and select “Reviews”, “Create Revision”, “Save as Template”, or “Sign Document with ConsignO”
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If you leave a document without saving, Stackd automatically creates recovery snapshots after approximately one minute of editing. These snapshots can be accessed at any time by navigating to More Actions → Recovery Snapshots.

Recovery snapshots are retained for up to one week and remain available under Archived Snapshots, even after the document is saved or closed.