WorkStudio Help
Articles, tutorials and films for Records and the WorkStudio platform.
Records
- Genealogy and Family Archives — Three Films
- Records: One App for Personal, Company, and Project Work
- Open Records in the Right Context
- How a Record Is Built
- Views, Search, and Project Filters in Records
- Save Records and Control Access
- Film and Movie Records
- Person Measurements and Weight History
- Foods, Recipes, Daily Intake, and Nutrition Targets
- Timetable Records and Calendar Exceptions
- Project Milestones and Presentation Timelines
- Notes and Checklists
- People, Companies, and Working Relationships
- Container / Package Records and PDF Exports
- Resources, Breakdowns, BOQ, and Cost Reports
- Start Your Family History Collection
- Family Relationships Explained
- Choose a Family Chart
- Control Who Appears in a Family Chart
- Customize Your Family Chart
- Read Dates, Lifelines and Historical Context
- Map Your Family’s Birthplaces
- Family Photographs and Evidence
- Export and Share a Family Archive
- Download Family Documents
- Create Resources and Keep Price History
- Create a Breakdown from Resources
- Create a Project and WBS
- Create a BOQ Item and Assign a Breakdown
- Choose Project Pricing and Price Sets
- Add Indirect Cost to a Project
- Add Profit and Check the Final Price
- Build a Complete Priced Company Project
- Add Documents to a Container / Package
- Organize WBS, Completion and Document Expiry
- Export a Container / Package to PDF
WorkStudio
- Getting Started with WorkStudio
- Which WorkStudio App Should I Use?
- Saving in WorkStudio
- WorkStudio Account Types
- Use WorkStudio Without an Account
- Account Type: Personal (Free)
- Account Type: Personal
- Account Type: Team / Family
- Account Type: Coordination Team
- Space Add-ons
- Account Type: Company
- WorkStudio Context
- My Account in WorkStudio
- Manage Access and Invite Users
- Invitation Messages and Approvals
- Contacts and Messages in WorkStudio
- AI Credits and Upload Limits
- 2-Step Authentication in WorkStudio
- Terms of Service Guide
- Privacy Policy Guide
- Refund Policy Guide
- Withdrawal Guide
- Legal Notice Guide
- Support Policy Guide
- DPA Guide
- Copyright Guide
- Records: Record Anything, Connect Anything
WorkSpace
WorkFlow
CADStudio
- CADStudio
- CADStudio Drawing Tools
- Saving and Loading in CADStudio
- Layers in CADStudio
- Z Levels and Selection Reports in CADStudio
- CADStudio Interface and Controls
- Selection, Properties, Notes, Tags, and Materials in CADStudio
- Search and Filters in CADStudio
- Duplicate Objects and Numbered Notes in CADStudio
- Snap, Grid, Zoom, and UCS in CADStudio
- CADStudio File Settings
Feedback
TableStudio
- TableStudio
- Saving in TableStudio
- TableStudio File Settings
- Print, Headers, and Footers in TableStudio
- Conditional Formatting in TableStudio
- Attach TableStudio Files to FileStudio
- Export Excel from TableStudio
- Export PDF from TableStudio
- Cover Pages in TableStudio PDF Export
- Add and Manage Cover Pages in TableStudio
- TableStudio Column Types
- Column Type: Text
- Column Type: Number
- Column Type: Currency
- Column Type: Date
- Column Type: Checkbox
- Column Type: Lookup
- Column Type: List
- Column Type: User
- Column Type: Info
- Column Type: Document
- Documents, Info Cells, and Images in TableStudio
- Charts in TableStudio
- Locations and Map Charts in TableStudio
- Geotechnical Charts in TableStudio
- Cell Options
- Derived Formulas
- Formula Help Pane in TableStudio
- Checkbox Columns and Sheet Info Panels in TableStudio
- TOBJ
TimeLine
- TimeLine
- Gantt Column in TimeLine
- Create a New TimeLine
- TimeLine Columns
- Gantt Column Settings
- Calendars
- Calendar Exceptions
- Task Types
- Milestones
- WBS and Summary Rows
- Dependencies and Predecessors
- Link Display
- Calculation Engine
- Display Options
- Focus Phase View
- Generate Sample Rows
- Audit Large Schedules
- TimeLine and TaskBoard Compatibility
- Print and Export TimeLine
- Create Gantt With AI
TaskBoard
FileStudio
- FileStudio General Guide
- Registering a Record in FileStudio
- Main Files, Final Files, and Annexes
- Selecting and Exporting FileStudio Records
- REF Chart and Exports in FileStudio
- Annexes in FileStudio
- Tags and Annex Tag Inheritance in FileStudio
- FileStudio Record Fields
- FileStudio File Settings
- Document Profiles in FileStudio
- AI Autofill and OCR Uploads in FileStudio
- Extracted Text and Document Search
- AI Summary in FileStudio
- Planning & Assignments in FileStudio
- Alerts, Deadlines, and Repeating Series
- AI Planning Suggestions
- Exporting Planning & Assignments to PDF
- IN Code Stamping and Confirmation Email
DocStudio
- DocStudio
- Saving in DocStudio
- DocStudio Templates
- Create a Template in DocStudio
- Use a Template in DocStudio
- Attach DocStudio Files to FileStudio
- Insert from TableStudio
- Attach Documents to a DocStudio File
- Display and Render PDF Documents
- Crop and Reuse PDF Pages
- Summarize Attached Documents with AI
- Extract Actions and Tasks from Documents
- Use OCR for Scanned PDFs
- Insert Summaries and Actions into the Document
- DocStudio AI Translation and Side-by-Side Languages
Help
TableStudio
Records
- Create Your First Record
- Connect a Record to People, Documents, and Other Records
- Build a Project, WBS, and Phase Structure
- Create and Organize a Movie Collection
- Track Your Weight Over Time
- Register Foods, Build Recipes, and Track Daily Intake
- Create a School Timetable
- Show Project Milestones on a Timetable
- Keep Personal Notes and Checklists
- Build a Company Directory
- Create a Document Submission Register
- Control Resources and Project Costs
- Build Your First Family Collection
- Connect Relatives and Their Evidence
- Explore One Family in Six Charts
- Compare Family Scope and Privacy
- Style a Family Chart for Printing
- Add Dates and Historical Context
- Create a Family Birthplace Map
- Tag a Shared Family Photograph
- Produce a Printable Family Archive
- Download and Inspect Family Documents
DocStudio
FileStudio
- Use AI Upload to Register a Document in FileStudio
- Create and Test a FileStudio Document Profile
- Add Annexes to a FileStudio Record
- Review and Export a REF Chart
- Stamp an IN Code and Prepare a Confirmation Email
- Select and Export Several FileStudio Records
- Create and Manage Alerts and Deadlines
- Create an Annex Summary and Review AI Planning Suggestions
- Export Planning & Assignments to PDF
TimeLine
TaskBoard
Invoice Manager
WorkStudio
CADStudio
TableStudio
Template Library
TableStudio
DocStudio
Digital Workspaces
Information Security
- Secure File Sharing Best Practices
- Access Control Explained: Roles, Permissions, and Least Privilege
- Audit Logs: What They Are and Why They Matter
- Information Security Basics for Collaborative Work
- Why Multi-Factor Authentication Matters
- Data Retention and Deletion Policies Explained
- Working Securely With External Partners
- Security Checklist for Choosing a Collaboration Platform
- ISO/IEC 27001 Explained in Plain Language
Governance
Operations & Resilience
Quality & Compliance
Knowledge Work
BIM & Built Environment
- CATUC Explained: Permits, Notification and Project Documents
- BIM in Romania: Legal Status, Verifier’s Stamp, PTh and DE
- What Is BIM?
- ISO 19650 Explained in Plain Language
- BIM Execution Plan: What It Is and What It Should Include
- openBIM, IFC, BCF, IDS, and bSDD: What They Mean
- Information Requirements in BIM: OIR, AIR, PIR, EIR
- Level of Information Need: Avoiding Too Much and Too Little BIM Data
- BIM Model Uses and Use Cases: Choosing What the Model Is For
- Model Coordination and Clash Detection Basics
- Asset Information and Handover Data in BIM
- COBie and Structured Handover Data
- Digital Twins for Built Assets: The Practical Version
- BIM Roles and Responsibility Matrix
- BIM Naming, Status, Revision, and Suitability Codes