Getting Started

How To Access Strategy Documents

Your strategy documents are vital assets that encapsulate the body of work of your strategic planning.

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Accessing Documents

Locate The Projects Page:
Begin by locating the Projects page. You can find this on the left navigation bar of your workspace.

Identify Strategy Documents:
From there, identify and select the project for the strategy documents you need.

Project Home:
When you land on the project home page, you’ll see the review and download documents buttons on the top right.

Project Home:
When you land on the project home page, you’ll see the review and download documents buttons on the top right.

Review Icon:
Review will allow you to quickly review all blocks, sections, questions and easily edit your answers too

Download Icon:
Download Documents - will take you to the documents page

Document Selection:
You may find several types of strategy documents associated with a project, including comprehensive versions, distilled summaries, and detailed action plans.

View or Download:
On the right side of the interface, you will notice the options to either view or download the desired document.

Click View Icon To Open:
To open a document within the app, click on the view icon.

Allow to Load:
It may take a few seconds to compile the necessary information.

Document In App Window:
The document will appear in an in-app window, which offers a scrollable view for you to review the content thoroughly.

Revise:
If you need to make any amendments to the document, navigate back to your project home and hit review. There, you can revise the relevant sections, and any updates will be automatically reflected in the strategy document.

Download:
When you're satisfied with the content of your document, use the download button to save a copy to your local drive.

Future Updates (Note):
Future updates of BrandBuildr are expected to include formatting features, providing you with greater control over the layout and presentation of your strategy documents.