Setup & Operations

Create a Project

Set up a project with its document types, numbering scheme, and team, ready to receive its first upload.

What this demo covers

1. 1

   Create a project and set its code, name, and description.

2. 2

   Choose the document types the project will use.

3. 3

   Configure the numbering scheme so every document gets a consistent reference.

4. 4

   Add the project team and confirm who can do what.