Building startwork (a condensed guide)

It is best practice in TiM to build startwork at the Company level. Every form and packet published at the Company level is stored in your Company Library, and is available to insert into packets at the project level. 

Project level startwork cannot be shared between projects, and cannot be sent up to the Company level. Therefore, startwork published at the project level will only be available to that project.

At the Company level:

Step 1. Build your custom forms.

• At the Company level, go to Company Forms.
• Click "Create a New Form". This will take you to the Template Builder.
• At the top of the screen, under “Packet Name”, enter a name for your form. The name of your form should be something like "NDA" or "Social Media Policy Agreement", so the form can be easily identified, and widely used between multiple projects.

• In area "1. Build Packet", click "+ Upload PDF File". 
• Choose the PDF File you want to upload from your computer.  
• Click "Insert". You will see the page(s) of your PDF populate as thumbnails in the builder area. 
• In area "2. Settings for Current Page":
  • Title each thumbnail. 
  • Set tags and viewing permissions for your form. 
• Add fields, markups, and approval signature fields.
• Click "Save and Test" to check out how you've prepped your form.
• Click "Save and Exit". This will take you back to Company Forms.

Step 2. Publish your Company level forms.

• Once you feel confident your form is fully and thoroughly built, click the orange "Publish" button to the right of your form in order to make it available to be inserted into packets or for use at the project level. 

Step 3. Build your Company level packets. 

• Click "Standard Company Packets" to create commonly used packets.
• Click "Create" next to the type of Standard Packet you want to build (ie: Union, Non Union, Union Loan-Out, Non Union Loan-Out). 
  • Or, click "Special Company Packets", then "+Build Special Packet" to create a packet that will include a unique set of forms. 
• This will take you to the Template Builder. 
• In area "1. Build Packet", from the first dropdown menu, select the category of forms you would like to insert into this packet.
• From the second dropdown menu, select the form to insert. 
• Click "Insert". You will see thumbnails of the form pages populate in the builder area. 
• Repeat the above three steps for all forms necessary to include in this packet. 

NOTE: If you do not see your Company Form listed in the drop down, make sure the form has been published. 

• Click “Save and Test” at the top right of the screen to save and preview your packet. Check to make sure all settings, fields, markups, and signature fields are as you'd like them. Add more or edit as you'd like. 
• When you're ready, click “Save and Exit” and you'll be sent back to Company Forms.

Step 4. Publish your Company level packets.

• Once you've inserted your custom forms and any TiM templates, click the orange "Publish" button to the right of your packet in order to make it available to be inserted at the project level. 

At the Project level:

Step 5. Insert your packets at the Project level (aka create project-level Standard Packets).

• Click into your project.
• Click Startwork Templates. This will take you to the Startwork Type screen.
• Click "Create" to the type of Standard Packet you want to build. This will take you to the Template Builder.

NOTE: Standard Packets have pre-set names. You cannot rename a Standard Packet. 

• From the first dropdown menu in area "1. Build Packet", choose the category "[Your Company] Packets". 

NOTE: If you do not see your Company packets listed in the drop down, make sure the packets have been published. 

• From the second dropdown menu, choose the type of packet that matches this Standard packet name.

• Click "Insert". You will see thumbnails populate in the builder area, with all tags and viewing permissions that were pre-set at the Company level. 

NOTE: If necessary, you may insert additional forms that pertain to this project only. Be certain you will only need to use these forms for this project, however, because when you build packets at the Project level, they cannot be shared with other Projects and cannot be sent up to the Company level.

• Check to make sure all settings, fields, markups, and signature fields are as you'd like them. Add more or edit as you'd like. 

• Click “Save and Test” at the top of the page to save and preview your packet.
• When you're ready, click “Save and Exit” at the top of the screen and you'll be sent back to the Startwork Type screen.

Step 6. Publish your Standard Packets.

• Once you feel confident your packet is fully and thoroughly built, click the orange "Publish" button to the right of your Standard Packet in order to make it available to be matched to employees as they are invited to your project.

Step 7. Invite employees! They will be auto-matched to published Standard packets.

See: How to invite employees to complete startwork 

If you have any further questions, contact: support@hellotim.com