Webinar: Document Builder, Procurement Staff & Administrators

Webinar: Document Builder, Procurement Staff & Administrators

Document Builder Foundational Webinar

This 45-minute webinar provides a high-level walkthrough of the Document Builder platform.

The webinar focuses on foundational workflows such as:
  1. Navigating the platform
  2. Creating a new Document Builder project
  3. Creating and editing sections
  4. Performing an accessibility check
  5. Exporting your project

Use the video's timeline or Chapters function to find key sections. The recording begins at 0:40 seconds.





    • Related Articles

    • Documents

      Documents are essential to Projects, containing the detailed plans and guidelines for how your project will be administered to successful outcomes. In this article, we will explore the settings, features, and actions available for you to develop and ...
    • Release Notes

      Our platform is updated on a regular basis to add new features and improvements based on learnings and feedback from our users. This support article describes what's new for each product release, with the newest release notes listed at the top. The ...
    • Importing and Exporting Documents and Projects

      Importing/Converting Word (DOCX) and other Files You can convert uploaded Word files (DOCX) to Document Builder templates or docs for your project(s), as well as import other files as attachments. There are 2 features available depending on the type ...
    • Projects

      A Project on the City Innovate platform offers a wide range of options for managing your document lifecycle, from a simple Document Builder stage to complex multi-stage builds. You will have the option of simply having a Document Builder stage, ...
    • Account Roles and Project Roles

      Accounts and Account Roles Accounts connect people to the platform. Each person who will be accessing the platform should have 1 account. Account Roles determine a person's access to pages of the platform, as well as permissions to carry out actions. ...