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 built and Distributed at the Project level will only be available to that Project.

At the Company level:

Step 1. Build your Custom Forms.

Click here for detailed instructions on how to Upload & build Custom Forms.

• At the Company level, go to your Company Library and click the "Company Forms" tab.
• Click "Upload & Customize a Form". This will take you to the Builder.
• At the top of the screen, under “Packet Name”, enter a name for your form. The name of your Custom Form should be something like "NDA" or "Talent Release", so the form can be easily identified, and widely used between multiple Projects.

• Next, within "Insert Form(s)", click "Choose File". This will open a pop up window where you can choose the PDF file(s) of your Custom Form(s). 
• Click "Insert". You will see the page(s) of your Form populate as thumbnails.

• In "Add Page Titles," title each thumbnail. 
• In "Add Tags," set Tags.
• In "Add Viewing Permissions," add Viewing Permissions. 
• Under "Customize your form...," add Smart Fields, Markups, and 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 the "Standard Company Packets" tab 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 Builder. 
• Within "Insert Form(s)," select the category of forms you would like to insert into this packet. A second drop down will appear.
• From the second drop down, select the form to insert. 
• Click "Insert". You will see thumbnails of the form pages populate in the Builder. 
• 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, Markups, Smart Fields, 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. 
• Click "Create" next to the type of Standard Packet you want to build. This will take you to the Builder.

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

• From the first dropdown menu in area "Insert Form(s)," choose the category "[Your Company] Packets". A second dropdown will appear. 

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, 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, Markups, Smart Fields, and Signature Fields are as you'd like them.  
• Click “Save and Test” at the top of the screen 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 Startwork Templates.

Step 6. Distribute your Standard Packets.

• Once you feel confident your packet is fully and thoroughly built, click the orange "Distribute" 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 distributed Standard packets.

See: How to Invite Employees to complete Startwork in TiM