Creating a project

This section describes the steps to create a project.
Important: You can only create a project if your SkyDRM administrator grants you the right 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. Click Create Project.

    The Document Classification page appears.

  7. 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 cannot add more than five categories.
    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.
  8. To add a new classification under a category, click Add a new label.
  9. 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.
  10. Click Save.