The Creators Base

Learn how to add a client to your account so you can link projects and documents to them.

Create your first Client

Projects are how you organize your work inside TCB. Learn how to create one and link it to a client.

Create your first Project

The fastest path to generating your first client-ready document in The Creators Base.

Create your first Document (quickstart)

Learn how to export any document as a PDF ready to send to your client.

How to export a document as PDF

Understand what Service Types are, how they shape your documents, and how to customize them in Settings.

What are Service Types and how do they work?

The live preview updates in real time as you fill in your document. Here's how it works.

How does the live preview work?

Your Role is set during onboarding. Learn what to do if you need to change or adjust it.

Can I change my Role after signing up?

A clear breakdown of what's included in the Free and Pro plans, and how to upgrade.

Free vs Pro — what's the difference?

Welcome to The Creators Base

To start using TCB, you must choose a Role. This is the only required onboarding step and it personalizes your document setup.

Create your account and choose your Role

Yann Rainer

Getting Started

Find answers and get help from Intercom Support and Community Experts

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