Work together, finish with a document

Who does what, when to review, and why the document is the center of the conversation.

• Why should professional advice end with a document?
• What should the expert and client each do?
• Why review a document while it is being written?

The expert workspace and the customer's shared document view.

• How do I create and share a document?
• How do comments and line markers work?
• How do formatting, snapshots, Word download, and print work?
• How do I request a bank transfer from a client?

Receive document requests from your own website and continue them in Pen's Work.

• How do I create and install the widget?
• What happens after a customer submits a widget request?
• How is widget access protected, and how does a customer resume?