Guide menu
How to use
Documents
The expert workspace and the customer's shared document view.
- How do I create and share a document?Create the draft in Documents, choose its access settings, and copy the customer link.
- How do comments and line markers work?Click a line marker to put that line number into a comment, then describe the exact correction or question.
- How do formatting, snapshots, Word download, and print work?Use formatting for document structure, create snapshots at meaningful milestones, and export only when the draft is ready to leave Pen's Work.
- How do I request a bank transfer from a client?Save the account and currency in your profile, then use Payment request in the document and enter the amount.