--- title: "Startwork dashboard" slug: "onboarding-startwork-dashboard" tags: ["bts", "paper forms"] updated: 2026-07-07T18:01:59Z published: 2026-07-07T18:01:59Z canonical: "help.wrapbook.com/onboarding-startwork-dashboard" stale: true --- > ## 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. # Startwork dashboard ## Overview The *Startwork* dashboard can be accessed at the company or project level: - Company startwork can be used by any company project - Project startwork is specific to the project ## Access the Startwork dashboard > [!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* ### Company startwork 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** ### Project startwork - In the left-side navigation, click the dropdown menu - In the dropdown menu, select the project that you want to see startwork for - In the left-side navigation *Payroll* menu, click **Startwork** ## Document status With the exception of the original Wrapbook templates, documents listed on the *Startwork* dashboard are assigned a status of either *Draft* or *Published*. ### Draft status When a document’s status is *Draft* you can: - *Edit, View*, or *Duplicate* it by clicking the three dots to the right of the document’s *Status* - Assign it to a startwork packet Things you can’t do: - Assign a document in *Draft* status to a worker ### Published status When a document’s status is *Published* you can: - Assign it to workers and startwork packets - *View* and *Duplicate* it by clicking the three dots to the right of the document’s status - Click the **Unpublish** button to revert the document to *Draft* status. If you don’t see the *Unpublish* button you may be working with an older document In that case, be sure to review the information below about *Legacy startwork*. ### Legacy startwork In October 2024, Wrapbook launched new startwork features for all startwork created on or after that date. ****Click the arrow to learn how to manage startwork documents created before 10/2024**** Startwork documents that were added before the new features were released will not use the *Draft* status. However, you’ll still be able to open and edit the documents, but you won’t be able to save them as a *Draft* or add smart fields. If you want to use these new features to update older documents you can either: - Re-upload the file (if the original is saved to your computer), or - Open the document, copy the text and paste it into a new document that you’ve created by clicking the **+ Create startwork** button **How to re-upload the file from your computer:** In order to use this option, you’ll need to have a copy of the original DOCX or PDF file saved to your computer. **Go to the *Project* *Startwork* dashboard:** 1. At the top of the left-side navigation, click the dropdown menu 2. Select the project that you want to see startwork for 3. In the left-side navigation *Payroll* menu, click **Startwork** **Create the document:** 1. On the *Project Startwork* dashboard, click the **+ Create document** button 2. On the *Create startwork* document page, enter the *Startwork* name 3. Under *How would you like to start your document?* choose **Upload a document (DOCX or PDF)**, and then click the **Select a file** button 4. Use your computer’s navigation to find and select the file that you want to re-upload 5. Once the document has been uploaded, it will open in the new editor **How to copy and paste the content into a new document:** **Go to the *Project* *Startwork* dashboard:** 1. At the top of the left-side navigation, click the dropdown menu 2. Select the project that you want to see startwork for 3. In the left-side navigation *Payroll* menu, click **Startwork** **Copy the document:** 1. Click on the name of the document that you want to copy 2. If smart fields have been previously added to the document, you’ll need to remove them. To do this, click on each of the highlighted smart fields and then click **Delete**. You’ll be able to add new smart fields after you’ve completed these steps for creating the new document. 3. Use your cursor to select all of the text in the document (on a PC you can do this by pressing the *Cntrl* and *A* keys at the same time, on a Mac press the *⌘* and *A* keys at the same time) 4. Copy the text (on a PC you can do this by pressing the *Cntrl* and *C* keys on your keyboard at the same time; on a Mac press the *⌘* and *C* keys at the same time) **Create the new document:** 1. Return to the *Startwork* dashboard 2. On the *Startwork* dashboard, click the **+ Create document** button to open the new editor 3. On the *Create startwork* document page, enter the *Startwork* name 4. Under *How would you like to start your document?* choose **Create a blank document** 5. Click the **Create startwork** button **Paste the content into the new document:** 1. Paste the copied content into the new document (on a PC you can do this by pressing the *Cntrl* and *V* keys at the same time, on a Mac press the *⌘* and *V* keys at the same time) 2. Click **Save changes** 3. Click the **Continue** button at the top of the page Once you’ve completed the steps above, the new editor will automatically convert the document to a PDF so you can add smart fields and other dynamic features. When you’re done updating the document in the editor, be sure to click the **Publish** button. Once the document is published, you’ll be able to assign it to a worker or a startwork packet. After you’ve created a new version of a legacy startwork document, you can delete the original document. **How to delete a legacy startwork document:** 1. Go to the *Startwork* dashboard 2. Confirm that the new version of the document is listed 3. Click the three dots next to the older version of the startwork document and select **Edit** 4. Click the **Delete** button, and **OK** to confirm