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PDF Cover Pages

How to use PDF Cover Pages. This is useful for when clients send you physical/paper documents, and you'd like to scan them into Truss.

Marcus Guerra avatar
Written by Marcus Guerra
Updated over 7 months ago

Enter a Project > next to the Project name, select the down arrow (down caret) > select "Export PDF Cover Pages"

Print the cover pages > place them as cover pages for each physical document > scan the cover pages + their corresponding documents as a single file into Truss. Make sure the cover page is first.

Once this is done, select your name (top-right) > "Upload Scanned PDF"

Upload the scanned PDF into Truss. And that's it!

Truss will automatically sort each document into its corresponding task for that Project.

Additionally, here's a short video showing how this is done.

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