All documents and document-related metadata in Platform exist inside individual spaces called projects.

A project is a self-contained entity into which, depending on user permissions, files can be uploaded and worksheets can be created or imported. Data and files can not typically be shared between projects, unless in specific circumstances requiring specific software add-ons, but can be exported and imported.

A specific configuration of worksheets and document sets can be exported in the form of a json object as a project template, to be reused in another project. Creating a template requires specific user permissions.


Each project has its own specific dashboard. Project dashboards may be customisable and multiple dashboards may be created for each project.


Project dashboards

Project-specific administration is accessible from the project settings menu. This allows for the administration of user access and systems tasks specific to a project. Only users with the correct permissions are able to access and modify the project settings.

Project Settings