--- title: "Create startwork" slug: "create-startwork" tags: ["crew memo", "deal memo", "NDA", "wage theft"] updated: 2026-07-07T18:02:48Z published: 2026-07-07T18:02:48Z canonical: "help.wrapbook.com/create-startwork" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt > Use this file to discover all available pages before exploring further. # Create startwork > [!NOTE] > Startwork is permission based > > To update, your account must have one of the following [roles](/v1/docs/permissions-and-access-control) enabled: > > - Role: *Company Admin, Company Manager, Project Coordinator* > - Custom role with: *Worker hiring and startwork - Full access, Project access only* ## Overview On the *Startwork* dashboard, you can use Wrapbook templates, create startwork from scratch, and upload startwork files you’ve saved to your computer. - When you access the dashboard at the company level, you can create startwork documents that are usable by any company project - When you access the dashboard at the project level, access to startwork documents will be limited to the project members and workers To learn how to access the dashboard at the company or project level see [Startwork dashboard.](/v1/docs/onboarding-startwork-dashboard) ## Startwork creation methods Click the arrow next to the startwork creation methods listed below to see step-by-step instructions. #### Use a Wrapbook template Wrapbook provides the following default templates that can be used as startwork: - *Crew Deal Memo* - *Non-Disclosure Agreement* - *CA Wage Theft Prevention Form* - *NY Wage Theft Prevention Form* To preview a startwork template: 1. Click on any template on the *Startwork* dashboard to view its smart field locations 2. Click the **Enter preview mode** button to see the template populated with sample data. If a [logo has been uploaded](https://help.wrapbook.com/docs/logos), you’ll be able to see how it will appear in the document. ![Crew Deal Memo outlining worker details, responsibilities, and company information for production.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1745534959326.png) *Click the* ***Enter preview mode*** *button to see a preview of the startwork document* ![Crew Deal Memo detailing project, crew member information, and responsibilities for production.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1745535026668.png) *Example of the Crew Deal Memo template in preview mode, using sample data for the smart fields* To use a startwork template: 1. From the *Startwork* dashboard, click the three dots next to the template that you want to use 2. In the popup menu click **Duplicate** to create an editable copy of the template 3. Click the **Save** button to save the document The document status will be set to *Published* and it will be added to the list of documents on Startwork dashboard. From here, you can: - [Edit startwork](https://help.wrapbook.com/v1/docs/edit-startwork) - [Add smart fields](https://help.wrapbook.com/v1/docs/onboarding-smart-fields) - [Add text fields, checkboxes, and radio buttons](https://help.wrapbook.com/v1/docs/text-fields-checkboxes-and-radio-buttons) - [Add electronic signature lines](https://help.wrapbook.com/v1/docs/electronic-signature-lines) - [Add a production logo](https://help.wrapbook.com/v1/docs/logos) ![Project Startwork interface displaying various documents for worker onboarding management.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007099190.png) *Click the three dots, then click* ***Duplicate*** #### Create startwork from scratch To create a new startwork document: 1. On the *Startwork* dashboard click the **+ Create document** button 2. Under *Startwork* name enter a name for the document 3. Under *How would you like to start your document?* choose **Create a blank document** 4. Click the **Create startwork** button to open the editor 5. Add the startwork details to the body of the document. You can use the links listed below to learn how to edit and add dynamic features to the document. 6. Click the **Save** button After you save the document, its status will be set to *Published* and it will be added to the *Startwork* dashboard. ![Startwork interface displaying document management options and recent document statuses.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007126348.png) *Click the* ***+ Create document*** *button* ![Form to create a startwork document with options for naming and file attachment.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007151760.png) *Enter a Startwork name, if applicable, click the dropdown to* ***Assign to organization****, choose* ***Create a blank document****, then click the* ***Create startwork*** *button* Startwork options: - [Edit startwork](/v1/docs/edit-startwork) - [Add smart fields](/v1/docs/onboarding-smart-fields) - [Add text fields, checkboxes, and radio buttons](/v1/docs/text-fields-checkboxes-and-radio-buttons) - [Add electronic signature lines](/v1/docs/electronic-signature-lines) - [Add a production logo](/v1/docs/logos) #### Upload startwork Upload requirements: - Uploaded files must be in DOCX or PDF format - DOCX and PDF files must be less than 25MB To upload a startwork document: 1. On the *Startwork* dashboard click the **+ Create document** button 2. Under *Startwork name* enter a name for the document that you’re uploading 3. Under *How would you like to start your document?* choose **Upload a document (DOCX or PDF)** 4. In the *Upload a document* module click the **Select a file** button 5. Select the file that you want to upload from your computer 6. Click the **Create startwork** button. Once you click the button it will change to *Saving…* and begin uploading the file. This may take a few seconds - Once the document is successfully uploaded, it will automatically open in the editor. You can use the links listed below to learn how to edit and add dynamic features to the document. - Click the **Save changes** button to save the document - You can click the **Publish** button if you want the ability to assign the startwork document to a worker ![Startwork interface displaying document management options and recent document statuses.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007203982.png) *Click the* ***+ Create document*** *button* ![Form to create a startwork document with options to upload or create a blank document.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007230869.png) *Enter a Startwork name, if applicable, click the dropdown to* ***Assign to organization****, choose* ***Upload a document****, then click the* ***Select a file*** *button. After upload is completed, click the* ***Create startwork*** *button.* Startwork options: - [Edit startwork](/v1/docs/edit-startwork) - [Add smart fields](/v1/docs/onboarding-smart-fields) - [Add text fields, checkboxes, and radio buttons](/v1/docs/text-fields-checkboxes-and-radio-buttons) - [Add electronic signature lines](/v1/docs/electronic-signature-lines) - [Add a production logo](/v1/docs/logos)