Let's get started with discussing some of the options that are available to you when Working With Projects. Projects can be accessed using the Documents Module in the Module Selection Menu.  This menu is blue and located at the top of the Side Menu.  You can simply select the down arrow to expand to view of all available Modules and select Documents.

 

In the Documents Module, all of your Document Projects and Folders will be listed in the Side Menu.  Additionally, you will have access to favorite documents, review and approval workflows, creation of new documents and projects as well as job scheduling in the Details Window.  Below is a list of some of the key objectives you will want to achieve when working with projects.

 

 

Creating a New Project - Select this option to create a new project.

Deleting a Current Project - How to delete a current project.

Configuring Project Settings - Set up schedules, notifications, and select tasks for your project to run.

Completing a Project Run - Test your project by running the latest version or a specific snapshot.

Working with Folders - Find out how to work with Folders, including creating and deleting them.

 

Figure 1:  The Documents Module allows you access to all of your current Projects and Folders and more information.