OneDeck Help Center

How to Use Project Details

Once the document is added in OneDeck, the document builder allows you to add and manage project-specific metadata. It includes details like project identification, recurrence settings, and pricing strategy. These details are likely reflected in the document (e.g., invoice or receipt) for clear communication with clients or stakeholders.

In this documentation, we’ll walk you through the steps on how to:

• Add Project Details
• Use Project Details

Let’s get started 🚀

Add Project Details

Step 1: In the Document Builder page, click on the “+” icon in the middle of the document to add a new section.

Step 2: Select the Project Details option from the new sections.

Use Project Details

Allows you to input the following fields and manage project-specific metadata, which appear in the document for clear client communication.