The Creators Base

Once your document is ready in the Document Builder, exporting it as a client-ready PDF takes one click. Here's how.

How to export a document as PDF

You can share a document with your client by email, or send it for a legally binding electronic signature — with a personalized subject and message on every send.

Sending a document: by email or for signature

The live preview updates in real time as you fill in your document inside the Document Builder. What you see is exactly what gets exported as PDF.

How does the live preview work?

TCB now uses AI in one place: AI Insights. Documents are still composed by a rules engine, not AI. Here's exactly where AI is used, where it isn't, and how…

Does TCB use AI?

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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