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Create a document

Create documents, export as PDFs, save templates and more!

Written by David Chapman

Create a Document to share your project with customers

D3M allows you to create professional documentation using the information you’ve generated in the Diagram, Inventory, and Quote views. To create one, switch to the Documents view and click on the [+] icon. You can create documents from scratch or create and re-use pre-built Document Templates.

To add content to your Documents, drag and drop one of the icons from the left-hand column onto your pages. You can add Text Blocks, Images, Diagrams, Inventory Lists, and Quotes.

Documents will automatically stay up-to-date as the rest of your project evolves!

Save and download PDF versions of your Document

Use the Document Versions button on the top bar to create snapshot versions of your document. Each document version is saved as a PDF of the Working Document's current state, giving you a record of what was submitted to a customer at any point in time. Saved document versions can be viewed and downloaded at any time via the sidebar menu.

Saving a version won't affect your Working Document — it will continue to update automatically as your project evolves.

To save or print a copy, use the Download PDF button — available on both Saved Versions and your Working Document.

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