Project overview

A Project is a self‑contained workspace where documents, metadata, and worksheets are stored and managed. Each project has its own dashboards and settings, providing controlled access and project‑specific administration.

In the platform, all documents and document‑related metadata exist within individual spaces known as projects. Each project is isolated from others and acts as an independent environment for managing files, worksheets, and workflows.

Depending on user permissions, users can upload files, create or import worksheets, and manage project content. Data and files typically cannot be shared between projects, helping ensure separation and security. In specific cases, sharing may be enabled through additional licensed functionality. Otherwise, content can be exported and imported between projects as needed.

Projects also support dashboards and project‑specific administrative controls to help users tailor their experience and manage access.

Project Structure and Data Management

Self‑Contained Workspaces

• Each project contains its own:
  • Documents
  • Document metadata
  • Worksheets
  • Dashboards
• Content is isolated per project by default.

Data Sharing and Portability

• Direct sharing of data across projects is not typical
• Data and files can be:
  • Exported from one project
  • Imported into another project
• Advanced sharing scenarios may require specific software add‑ons

Project Templates

A project’s configuration can be reused across projects by exporting it as a project template.

• Templates are exported as a JSON object
• They can include:
  • Worksheets
  • Document sets
  • Structural configuration
• Templates can be imported into new projects to speed up setup
• Specific user permissions are required to create project templates

Example:
Create a litigation template containing standard worksheets and folders to reuse for future cases.

Project Dashboards

Each project has its own project‑specific dashboard.

• Dashboards provide an overview of project activity and information
• Dashboards may be:
  • Customisable
  • Created in multiples for different user needs or workflows

Example:
Create separate dashboards for internal users and external collaborators within the same project.

Project Administration

Project Settings

Project‑specific administration is accessed through the Project settings menu.

From Project Settings, administrators can manage:

• User access
• Groups and roles
• Project configuration
• System tasks specific to the project

Important:
Only users with the correct permissions can access and modify project settings.

Example:
Restrict access to sensitive documents by adjusting project roles for external users.

Related Links

• Creating a New Project
• Project Settings

Use projects to maintain a clear separation of data, enforce access control, and tailor dashboards and workflows to the needs of each case or matter.