Edit startwork

Startwork is permission based

To update, your account must have one of the following roles enabled:

• Role: Company Admin, Company Manager, Project Coordinator

• Custom role with: Worker hiring and startwork - Full access, Project access only

You can make changes to a startword document from the company or project-level Startwork dashboard. To learn how to access the dashboard at the company or project level see About Startwork.

Access the startwork editor

To access the startwork editor:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select All Projects

3. In the left-side navigation, click Startwork

• On the Startwork dashboard, click on the name of the document that you want to edit

• If the document has a status of Published click the Unpublish button to enable editing

Editor toolbar

You can use the startwork editor to:

• Upload fillable and non-fillable PDF and DOCX files

• Allow a worker or production team member to initial/sign in multiple places on a single document⁠

• Use advanced document editing features including font customization, text formatting, table insertion, and image uploading⁠

• Save documents as Drafts

• Add smart fields as an overlay instead of inserting them inline

• View documents in full-screen mode, zoom in, and zoom out

• Save and print documents

The options in the editor toolbar will vary depending on:

• The document’s file format (DOCX or PDF)

• The date that the document was added

Here’s why: In October 2024, Wrapbook launched a new version of the editor. To learn how to work with these documents, go to the Startwork dashboard and scroll down to the Legacy documents section.

DOCX toolbar options

Below is a list explaining what each DOCX toolbar option does. When you’re working in the startwork editor, you can hover your cursor over any of the toolbar options to see what they do:

• The three horizontal lines provides access to the following tools:

  • Enter Full Screen

  • Save as

  • Print

  • Settings including Keyboard Shortcut, Language, Light/Dark mode, and Advanced Settings for working with DOCX files

• You can use the 100% dropdown menu and - + buttons to zoom in and out of the document

• Click the hand icon to pan through the document using your cursor

• Click the dotted box icon to select text and fields in the document using your cursor

• Click the dropdown menus to format text style, font, font size

• Next to the formatting dropdown menus you can configure the text color, line spacing, page breaks, add a table and add an image

• Click the three vertical dots to access additional text formatting options for:

  • Bold, italic, and underlined text

  • Horizontal alignment,

  • Numbers and bullets

  • Indents

Convert DOCX files to PDF

A startwork document must be in PDF file format before you can:

• Add text fields, checkboxes, radio buttons, smart fields, and signatures to the document

• Assign the document to a worker

When you’ve finished editing the text in a DOCX file:

• Click the Continue button to convert the DOCX file to PDF format

• After the file is converted to PDF, the toolbar for PDF documents will appear in the editor where you’ll have the option to add text fields, checkboxes, radio buttons, smart fields, and signatures

PDF toolbar options

Below is a list explaining what each PDF toolbar option does. When you’re working in the startwork editor, you can hover your cursor over any of the toolbar options to see what they do.

• Click the three lines to Download the document or Enter Full Screen mode

• Click the page icon to open the document outline panel. In the document outline panel, you can click on an individual page within the document to to see additional actions that you can take including Move pages, Page Orientation, and Page Manipulation.

• Click the page settings icon to adjust the Page Transition, Page Orientation, and Page Layout for the entire document

• Click the  - and + to Zoom in and out of the document

• Click the hand icon to pan through the document using your cursor, and to move smart fields that have been added to the document

• Click the dotted box icon to select text and fields in the document using your cursor

• Click the magnifying glass to open the Search panel where you can find and Replace text within the document

Insert Fields

Click Insert Fields to reveal options for creating the following types of dynamic content:

• Use the lightning icon to add smart fields

• Click the signature icon to add a signature line

• Use the text icon to add a free-text field

• Click the checkbox icon to add selectable checkboxes

• Use the radio button icon to add choosable radio buttons

Edit Text

Click Edit Text to reveal the following options:

• Click the paragraph icon to add a paragraph

• Click the image icon to insert an image

• Click the A icon to see these text formatting options:

  • Text styles

  • Current color

  • Custom colors

  • Undo and Redo last action