Projects and sites are visible to the entire organisation. The basic details of your own organisation are the same for the whole organisation, but you can enter, for example, the project manager’s details as the contact person.
How do I link a document template to a project?
If you have not yet created a project, create a new project first.
To create a new project:
- Open the menu My selection in the top-left corner and select Projects.
If you cannot see the My selection menu, you are not signed in to the service. Sign in to the service to access the menu. - Click the New project button on the right-hand side of the page.
- Complete and save the project details.
You can return later to add more information if necessary. - Find the document to be linked to the project.
The same instructions also apply when linking to a site.
Alternatively, you can also link directly to a project/site using the Prefill fields button in the top-right corner if the form being processed is open. From the prefilled project and organisation details, you can link the form directly to a project or site. You can also fill in the company details directly. You can update the contact person’s details under Users and the organisation’s basic details under Licence management.