--- title: "Edit startwork" slug: "edit-startwork" updated: 2026-07-07T18:03:17Z published: 2026-07-07T18:03:17Z canonical: "help.wrapbook.com/edit-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. # Edit 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 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** 4. On the *Startwork* dashboard, click on the name of the document that you want to edit ![Overview of Startwork platform for managing documents and packets for workers.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007451968.png) *Click on the Startwork Name of the document* ## Editor toolbar You can only edit a document if it’s status isn’t *Published*. If the document has a status of *Published* click the *Unpublish* button to enable editing. You can use the startwork editor to: - Change the *Startwork name* - If your company uses an [organizational hierarchy](/v1/docs/organizations) in Wrapbook, you can assign the startwork to a different organizational unit (OU) - 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, see [Legacy startwork](https://help.wrapbook.com/docs/onboarding-startwork-dashboard#legacy-startwork). ![Document template for a crew deal memo with fields for personal information and agreements.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007497912.png) *Example of the editor toolbar. To make changes to a published document, click the* ***Unpublish*** *button.* ### 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 ![Document editing interface showing fields for startwork name and organization assignment.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007548108.png) *Example of the DOCX toolbar* #### 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 ![Form for entering startwork name and assigning organization in a document editor.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007678276.png) *Example of the PDF toolbar* #### 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 ![Toolbar displaying various editing options and features for document management.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1743007725780.png) *Click* ***Insert Fields*** *to see your options* #### 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 ![Toolbar displaying various editing options and settings for document formatting.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Screenshot 2025-02-20 at 11.59.49 AM.png) *Click* ***Edit Text*** *to see your options* ####