How can we help?

Set up your studio and send your first client link.

• Send your first client link
• Set up your studio details and letterhead
• A quick tour of Home

Connect a folder, and how sections and file names work.

• Share a Google Drive folder with Plott
• How folders become sections
• Name files so versions stack (rev-A, rev-B)

What your client sees, who can open it, and signing in.

• What your client sees
• Choose who can open a project
• How clients sign in without a password

Pinned notes, replies, and turning notes into tasks.

• Reply to a note, or make it a task
• Notes on PDF drawings

Revisions, comparing versions, and asking for approval.

• Ask for approval on a version
• Compare two versions

Agreements, signature boxes and signing records.

• Send a document to sign
• Place signature boxes

GST, payment schedules and recording payments.

• Make a GST quote
• Invoice from a payment schedule
• Record a payment

The studio board, comments and reminders.

• Use the task board
• Set a reminder

Invite people and choose what each role can do.

• Invite your team
• Owner, Designer and Accounts roles

Choose what you and your clients hear about.

• Choose which emails you get

Paying for Plott, and changing plan.

• Change your plan

Watermarks and what clients can download.

• Watermarks and downloads