Account Administrators, Account Owners, and designated Project Creators have the ability to create new projects.


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Create a New Project

To create a new project, just go into your projects page (folder icon on the left side panel), and select "Create a new project."

You will be prompted to enter a project name, and what account this project should be in (i.e. if you have multiple accounts). We highly recommend clicking on the "(+) More options and processing defaults" to set up your project preferences.

Options and Processing Defaults

Project Template: If you have Project Templates enabled for your account, you can select a template and pull in previously-set preferences for settings, tags, fields, persistent highlights, and more. ➡ī¸ Learn about Project Templates 🔗

Client-Matter Code: Will appear on future invoices to make bill-back even easier.

Deduplication Preference sets the default filter view for the project. Can be adjusted.

Timezone: When documents are processed and rendered, they are done so with respect to timezone. This means that date and time sensitive metadata will be presented within the context of the selected timezone and any automatic date/time components will also be rendered in that timezone.

For example, for a project where the timezone is set to PST, an original email that is created/sent in EST at 5:00PM would display in metadata and on the document image as being sent at 2:00PM. The original document, if downloaded, would display the original time zone of 5:00PM. The Project timezone determines how native date-time metadata is displayed in your project after being processed. This cannot be changed after creating the first project upload.

Rendering Preferences (DOC, PPT, XLS): Configures the way office documents are rendered/presented in the Document Viewer. This cannot be changed after creating the first project upload.

Updating Project Preferences

Within your project, select the gear icon and then select "Preferences." This will navigate you to Project Preferences.

Search Preferences: Configure the default deduplication view, sort order, and number of search results per page.

Review Preferences: Toggle "Smart Responsive" tagging rules on or off. Enabling this feature will prevent users in the project from tagging documents as both Responsive AND Non-Responsive.

Download Preferences: Configures the default load file type (CSV or DAT) and Slip Sheet language. These settings can be changed from an individual download.

Download Workflow Templates: Copy a Download Workflow Template from your project to be shared across an account, or delete a Download Workflow Template from your collection. Download Workflow Templates can also be created at the end of the 4-step download workflow. 🔗

Download Load File Templates: Create and manage load file templates. Choose, arrange, and provide custom titles to metadata fields for future use.

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