Guide: How to create a new project

Steps for setting up a new project:

  1. Create the project
  2. Add chapters
  3. Add users
  4. Set user permissions

 

To create a new project you must be an administrator. Each series of documents (quarterly reports, annual reports, etc.) should be created as individual projects.

Once you have logged in as an administrator (found under the "Help" menu after you have logged in as a user) select first the company you want to add the project to and then select "Add project" from beneath the "Project" menu.

Note that if you do not see any companies listed in the grey column to the left, or only certain companies, it is because you have not yet been given administrative privileges for those specific companies. Contact CtrlPrint support and we can help you with this.

 

After you have selected "Add project" you will see the form below:

Give your project a name, such as Annual Report 2016, and a description. Remember to give your project an order number. The order number is used to determine in which order the project will appear in the left column menu. The lower the number the higher up it will appear.

We recommend using increments of 10 (10, 20, 30).

Click "Create" to create your project.

Your new project will appear in the left column:

Screen_Shot_2013-05-10_at_11.30.16_AM.png

 

You are now ready to start creating your chapters. More information about how to do this can be found here.

More information about the steps that need to be taken to add documents to a project can be found here.



Labels: administration ctrlprintbasics

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