Project Settings

Project Settings allow project administrators to manage core project information, control access rules, configure document behavior, manage users and roles, and perform administrative actions such as archiving or deleting a project.

Project Settings provide administrators with centralized control over how a project is configured and managed. From basic project information to access requirements, document handling, user management, and administrative actions, this area ensures projects remain accurate, secure, and aligned with operational needs.

Only users with appropriate administrative privileges can access and modify project settings.

Accessing Project Settings

1. Open the project from either:
   • The System Dashboard, or
   • The Project Directory
2. Click the project name dropdown.
3. Select Project settings. 

Settings Tab Overview

From the Settings tab, project administrators can manage five key areas:

• About
• Terms and Conditions
• Watermark
• Default settings
• Content

About

Administrators can update core project details, including:

• Project name
• Shortcode
• Project reference
• Matter number
• Description
• Project icon and color

Example:
Update the project description and icon to reflect a new litigation phase.

Terms and Conditions

Administrators can create and manage terms required for project access.

• A rich text editor is available for drafting terms
• A radio buttonoption allows administrators to:
  • Require acceptance of terms before users can access the project

Example:
Require external users to accept confidentiality terms before viewing any project data.

Watermark

Administrators can configure text-based watermarks for document security.

Watermarks can be applied to:

• Documents viewed within the platform
• Documents exported from the platform

Example:
Apply a watermark displaying the project name and access date to all exported documents.

Default Settings

Default project behavior can be controlled, including:

• Whether newly added content is:
  • Accessible to all users, or
  • Visible only to the creator or uploader
• Maximum allowable file size for uploads

Example:
Restrict visibility of newly uploaded documents to the uploader by default.

Content and User Management

From Project Settings, administrators can also:

• Add and remove users from the project
  • (See: Add Users to a Project)
• Create groups and assign project roles
  • (See: Assigning Project Roles to Users and Groups)

These controls help manage permissions and access levels across internal and external users.

Additional Administrative Actions

Project administrators can also perform the following actions from Project Settings:

• Archive or delete the project
  • (See: Archiving a Project)
• Export autolinks and manual links
• Publish or store news items
  • News can be displayed using widgets on project dashboards

Example:
Publish a project update that appears on all user dashboards via the News widget.

Related Links

• Overview of user management
• Assigning Project Roles to Users and Groups
• Archiving a Project

Regularly review and update Project Settings to ensure accurate project information, secure access, and consistent behavior across documents and users.