Overview
Files & exports (formerly Documents) is the project-level dashboard in Wrapbook where you can upload project files, download your project's Certificate of Insurance (COI), and bulk export tax documents and startwork.
Access a project’s Files & exports dashboard
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
Files & exports dashboard elements
The Files & exports dashboard is organized into five tabs. Click a tab to view and download the files in that category.
Tab | What's here |
|---|---|
Tax & startwork | Signed tax forms and startwork documents for project workers, organized by document type |
Accounting | Accounting-related documents for PAS projects (purchase orders, payment copies, vendor W-9s) |
Payroll | Timecard exports and pay stub downloads |
COI | Your project's Certificate of Insurance, available for download |
Uploaded | Files you've manually uploaded to this project |
Note: The Accounting tab is only visible on projects with the Production Accounting Suite (PAS) enabled.
Files & exports permissions
Access to tabs on the Files & exports dashboard depends on the user's role. Documents in the Tax documents & startwork tab may contain sensitive worker information (SSN, EIN, and other PII), which requires the Sensitive worker information permission.
Files & exports dashboard tab | Roles with full access |
|---|---|
Uploaded — view | Company Admin, Company Manager, and anyone the document is shared with per its Shared with setting |
Uploaded — add, edit, delete | Company Admin, Company Manager, Assigned Project Coordinator |
COI — download | Company Admin, Company Manager, Assigned Project Coordinator |
Tax & startwork — download | Company Admin, Company Manager, Accountant |
Accounting — download | Company Admin, Accountant |
Payroll — download | Company Admin, Company Manager, Accountant, Assigned Project Coordinator |
Note for Project Coordinators, Project Assistants, and Department Heads:
Bulk download of tax documents and startwork requires the Sensitive worker information permission, which is not included in the Coordinator, Project Assistant, or Department Head roles by default. If your team needs this access, a Company Admin can create a custom role that includes Sensitive worker information access.
Upload a document
To upload a file to your project's Files & exports dashboard:
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the project’s Files & exports dashboard, click the + Add document button in the top-right corner
On the Add document page, click the Select a file button to choose a file from your computer
Optionally, enter a Description
Under Shared with, select who can see this document:
Company admins only
Company members only
Company members & project workers
Click the Save button
Upload a new version of an existing document
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Uploaded tab
Find the document you want to manage and click the three dots (⋯) next to its name
Select Edit
Click the Select a file button to replace it with the updated version
Click the Save button
View, edit, or delete an uploaded document
To manage a document you've already uploaded:
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
Click the Uploaded tab
Find the document you want to manage and click the three dots (⋯) next to its name
Download the Certificate of Insurance (COI)
To download your project's Certificate of Insurance:
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the project’s Files & exports dashboard, click the COI tab
In the Certificate of Insurance tab, click the Download button
If your company has set up production entities, you'll be prompted to select the Production entity to be listed as the Certificate Holder on the COI
Your computer's PDF viewer will open and display the COI
To save the file, click the download icon in your PDF viewer
Bulk export Tax & startwork documents
The Tax documents & startwork tab lists all signed tax forms and startwork for your project workers, organized by document type.
Document types available for download include:
Tax forms (W-4, W-9)
Tax withholding forms (state forms)
State-specific forms
I-9
Deal memos
Document upload requests (when enabled)
All other startwork
Notes:
You do not need to stay on the page while exports process
Bulk exports download as a ZIP file. To access the files inside:
Mac: Double-click the ZIP file. A folder will appear in the same location with all your files inside.
Windows: Right-click the ZIP file and select Extract All, then choose where to save the files and click Extract
Download all tax and startwork documents by type
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Tax & startwork tab
Find the document type you want to export and click the ⋮ menu next to it
Select Download all
A Preparing your export notification appears at the top of the page
When the export is ready, an Export is ready notification appears with a Download link — click it to save the ZIP file
Download documents for specific workers only
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Tax & startwork tab
Find the document you want to download and click the ⋮ menu next to it
Select Customize download
In the Select workers popup:
Click to select the workers you want to include
Click the Continue button
In the Confirm export popup, click the Export files button
A Preparing your export notification appears at the top of the page
When the export is ready, an Export is ready notification appears with a Download link — click it to save the ZIP file
Bulk export Accounting documents
The Accounting tab is only visible on projects with the Production Accounting Suite (PAS) enabled.
Document types available for download include:
Purchase orders
AP invoices
Payment copies
Bank Reconciliation reports
Journal entries
Vendor W-9s
Download all accounting documents by type
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Accounting tab
Find the document type you want to export and click the ⋮ menu next to it
Select Download all
A Preparing your export notification appears at the top of the page
When the export is ready, an Export is ready notification appears with a Download link — click it to save the ZIP file
Download documents for specific vendors only
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Accounting tab
Find the document you want to download and click the ⋮ menu next to it
Select Customize download
In the Select vendors popup:
Click to select the vendors you want to include
Click the Continue button
In the Confirm export popup, click the Export files button
A Preparing your export notification appears at the top of the page
When the export is ready, an Export is ready notification appears with a Download link — click it to save the ZIP file
Bulk export Payroll documents
The Payroll tab is where you'll find documents generated from your project's processed payroll.
It includes the following:
Timecards
Pay stubs
Download all payroll documents by type
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Payroll tab
Find the document type you want to export and click the ⋮ menu next to it
Select Download all
A Preparing your export notification appears at the top of the page
When the export is ready, an Export is ready notification appears with a Download link — click it to save the ZIP file
Download payroll documents for specific workers only
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click Files & exports
On the Files & exports dashboard, click the Payroll tab
Find the document you want to download and click the ⋮ menu next to it
Select Customize download
In the Select workers popup:
Click to select the workers you want to include
Click the Continue button
In the Confirm export popup, click the Export files button
A Preparing your export notification appears at the top of the page
When the export is ready, an Export is ready notification appears with a Download link — click it to save the ZIP file