Projects

Create projects to manage your documents.

Viewing Documents by Project on the “Dashboard”

Select “1Project” on the dashboard to see each project and the documents it contains at a glance.

<Dashboard> project list

<Dashboard> project list

Each user can change the order of projects. Drag a project with the move pointer (drag_pan) that appears on the <2drag_indicator> icon, and drop it where you want.

Click a 3document title to open a menu where you can go to “Doc Details” or open the “Web Viewer”.

You can set projects to always be sorted by name.

Creating a Project

Follow these steps to create a project.

  1. Go to the dashboard.

  2. Click the <1Create Project> link.

  3. Enter the “Basics”, and select a “Theme Color” under “Style”.

    • To create a project inside another project, select a “Parent Project”.

  4. Click the button.

  5. To change information such as the project name, click the <2more_horiz> icon and select the <Update Project> menu.

Project Leaders

Only project leaders can do the following.

Changing Project Access Permissions

A project divides users into leaders and members according to their access permissions. Only “project leaders” can change the project access permissions.

Follow these steps to change project access permissions.

  1. Click the <more_horiz> icon of the project whose access permissions you want to set (change).

  2. Select the “Update Access Control” menu from the context menu.

  3. Set permissions by assigning users as a “Project Leader” or “Project Member”.

    • The project appears on the dashboard of its project leaders and members.

Document Access Permissions and Project Members

Adding Documents to a Project

Documents in a project are sorted by title in alphabetical order (Korean titles in Hangul order). Follow these steps to add documents to a project.

  1. Click the <more_horiz> icon of the project to which you want to add documents.

  2. Select the “Add Document” menu from the context menu.

  3. Click the <1Choose a document.> link, and then select the documents to add to the project.

    • You can add or remove only documents for which you have “Owner” access.

    • Turn off the 2toggle to remove the document from the project.

A document cannot belong to more than one project. If you add a document that belongs to another project, it is removed from that project.

Going to Progress Management from a Project

When you view documents by project, you can check the progress of all documents in the project. Select the “Progress Management” menu from the <1more_horiz> context menu of the project to go to the ‘Progress Management’ screen.

Select the “2Progress Management(Includes subprojects)” menu to check the progress of documents in subprojects as well.

Managing Document Progress

Explains how to track and manage the progress of writing documents.

Deleting a Project

Follow these steps to delete a project.

  1. Click the <more_horiz> icon of the project to delete.

  2. Select the “Delete” menu from the context menu.

    • You cannot delete a project that has subprojects.

    • Deleting a project does not delete the documents it contained.

Copying a Project ID

Follow these steps to copy a project ID.

  1. Click the <more_horiz> icon of the project whose ID you want to copy.

  2. Select the “Copy ID” menu from the context menu.