Create a project

After logging in, the Home page displays all of the projects you have permission to access. With the proper administrative permissions, you can create a new project as needed. You can set localization specifics, such as the project time zone to assist in local usage and default OCR language. For more information about time zone usage, refer to Time zone display. In addition, you can set multifactor authentication in the project, which provides evidence of the project user's identity beyond a password by confirming additional information.

You can also import templates and settings from an existing project. When you import settings, the copied project name is listed under Project Settings in Created From Project.

To create a project, complete the following procedure.

1. If you are in a project, in the Account Menu, select Project List.
2. In the Projects page, click .
3. In the Create New Project dialog box, follow these steps.
   1. In Name, type a name for the project.
   2. In Project Description, add a description of the project.
   3. In Import Settings, you can import settings and templates from an existing project.
      1. In Select Project, select an existing project to import from.
      2. Check any of the following options to import into the new project.
         • Assignments. The system copies all assignments, assignment fields, coding forms, and saved searches. Note that the system does not copy AI model assignments.
         • Coding Forms
         • Fields. The system copies all modified fields.
         • Folders. The system copies all folders.
         • Project settings. The system copies Default OCR Language, Multifactor Authentication, Excluded File Extensions, IP Whitelist, Time Zone, and Propagation settings.
         • Saved searches
         • Templates. The system copies filter templates without data name and custodian, image templates, production templates, and export templates.
         • Users

   4. If you did not import settings or want to modify any of the following options, change these options as needed.

      1. In Time Zone, select the appropriate time zone.
      2. In Filter & Promotion Options:
         1. Select Enable Near Dupe & Threading as needed.
         2. Select Enable PII/PHI Detection as needed. Understand that you cannot change this setting after the first document set goes through processing.

         3. Select Enable Entity Identification as needed.

      3. In Default OCR Language, select the language to use for OCR during processing.
      4. If Contract Code appears, provide the SAP code to use.
   5. Click Create Project.