Create a new project

To start drafting the document, you first need to create a Project. A Project is a folder that connects different documents for a particular counterparty. It allows you to structure your work and draft documents more quickly.

Video Tutorial 



  • Click “Documents”:

  • Click “Create and Collaborate”:

  • Click “Create project”. 

  • Type in a Project Name, Description and select a Workflow:

Best practice: create a separate project for each counterparty 

  • Click “Create”

From here, you can move on to draft a new document