New Projects

Now that you have set up your organizational settings, it's time to start creating your projects! 💥

Step 1: Under your organization, click the blue '+ Project' button.

Step 2: Populate the required information fields, and remember this can be edited at any time. Nothing is set in stone.

Step 3: Select the workflows you want to use on this project. Again, this can be edited later, so no pressure to figure it out right now. When finished, click 'Create project'.

Congratulations, you created your project! Next steps are to build out your project team and get your document templates & assignees set up.