Projects are one of the main entities to sort incoming documents. Every specified user site stores documents under two main categories - file types and projects. Every document must be attributed to a specific project and also identified with a specific file type, before being given any other characteristics which will allow it to be retrieved from the system's vast database. A project may signify a certain branch of activity to which this document belongs, but this is up to the user to decide on the final purpose of this major filtering characteristic. To learn about file types, see section File Types.
The Projects inventory allows you to add, edit, and delete projects.
>> To add or edit a project
| 1. | Log on as a user with access to Utilities > SDMS Admin and open that branch in the console. |
| 2. | Click on the Projects tab to view existing projects. |
| 3. | To add a project, click Add. In the Add/Edit Project dialog box, enter the following values: |
| • | Name - Enter the project name in the text box. |
| • | Description - Type in the project description. |
| 4. | Click OK to add the new project. The project is added with a unique ID. |
| 5. | To modify a highlighted project's properties, click Edit. Edit the fields of the Add/Edit Project dialog box as described in the prior steps. |
>> To delete a project
| 1. | Log on as a user with access to Utilities > SDMS Admin and open that branch in the console. |
| 2. | Select a project and click Delete. Select between the options Delete or Shred and complete the electronic signature to execute the action. Shredded records cannot be restored. |
TIP Deleted records can be restored using the Undelete button within the Advanced tab.