Getting Started

Create, manage, convert, recover, and connect your first CREBuilder documents.

Category summary with focused task guides

Choose the result you need

Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.

Start here

Orientation and setup tasks that establish the right starting point.

Start 1

8 to 12 minutes

Create your first document

You will create a correctly configured draft and arrive in the document wizard with the right package, asset type, and design.

Open guide

Start 2

5 to 10 minutes

Choose the right document type and property setup

You will select a package and property structure that match the transaction, audience, and amount of detail available.

Open guide

Start 3

5 to 10 minutes

Use Property Hub as the listing workspace

You will use Property Hub as the starting point for property-specific work while editing each connected record in its authoritative feature.

Open guide

Core tasks

The workflows you will use most often.

Beginner

6 to 12 minutes

Manage, duplicate, convert, and recover documents

You will organize active documents and choose the correct action without overwriting, orphaning, or prematurely deleting work.

Open guide

Advanced and reference

Deeper configuration, analysis, and less frequent tasks.

This category has no separate advanced and reference article. Use the available guides above or below for the closest supported task.

Troubleshooting

Diagnose unexpected states and recover safely.

This category has no separate troubleshooting article. Use the available guides above or below for the closest supported task.

How to use this section

Start with the task that matches the result you need. Each guide states the required role, prerequisites, current interface labels, expected outcome, and recovery steps. Only customer-visible production workflows are included.