Creating a project

Ensure that the SkyDRM administrator grants you permission to create a project.
This section describes the steps to create a project.
  1. On the Home screen, click Create new project.

    The Projects page appears.

  2. In the Name of the Project box, type a name to identify your project.
  3. In the Description box, type a brief description about the project.
  4. Click Proceed.

    The Define project tags page appears.

  5. You can select project tags for dynamic access to users.
    Note: (Optional) You can add email addresses to invite users to the project.
  6. In the Invite users to the project field, add users by typing their email addresses.
    Note: This field is optional. If left empty, step 7 is not applicable.
  7. From the Select role drop-down list, select one of the following roles to assign the new user. For more information on project roles, see Project role permissions.
    • Project Admin
    • Project Manager
    • Project Member
    • Project Guest
  8. Click Create Project.

    The Document Classification page appears.

  9. In the Category name box, type the category name and click (+).

    A new category is added to the bottom of the existing categories list.

    Note: You can add up to five categories. To add more categories, contact your administrator.
    For every category, you can perform the following:
    1. To select multiple classifications, you can select the Multi-select check box.
    2. To mark the category as mandatory, select the Mandatory check box.
  10. To add a new classification under a category, click Add a new label.
  11. In the Classification Name box, type the Classification Name.
    Note: To remove the classification, click X (Remove). To set the classification as default, select the Default check box.
    Note: If you do not want to define a category, you can edit and save inherited categories from the tenant setting.
  12. Click Save.