Managing Projects
How to manage your client projects
Adding Task to the Client List
How to Delete Tasks Within a Project.How to Delete Tasks Within a Project
How to Archive Projects
How to Create a Sharable Link for PDFs
How to Download Documents from Truss
How To Move Files Between TasksThis article demonstrates how to move files between tasks. Move a client files between their tasks.
How To See Client ActivityHow to see client activity. How to see when a client opened or interacted with the document request.
How to use Project Tags
Merging Multiple Documents into One PDF
Resharing / Accessing a Client's LinkThis article covers how to reshare or access a client's link in Truss.
Sharing Whole Folders
PDF Cover PagesHow 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.
Rename Files with AI (in 1 click)Renaming files is a chore. Here's how to rename your files in a single click.
Add a Client to Existing ProjectThis article discusses how to add a client to an existing project.
Split PDF documentsThis article covers when and how to split PDF documents in Truss.
How to use and save filters in active projects view (Video)
How to use project tags (Video)
How to take bulk actions on projects (Video)
How to schedule a bulk email (Video)
How to review or audit what your client will see (Video)
How to review your client's detailed activity (Video)
How to use project statuses (Video)
Self-Service link-recovery for clients (Video)
How to delete a project (Video)
How to create reports (projects) and export to excel (Video)