Creating a Project

Learn how to create a project before uploading files. Projects store your files and preserve your progress.

Last updated 16 days ago

Before you start uploading files, you need to create a project.

Info: Projects hold all of your files, save your progress and allow you to return later.

Create a Project

First, find the project menu.

When you open the project menu without any projects, the only option available is to create a new one.

Note: You won't be able to upload any files until you create a project.

It will ask you to give your project a name. If you plan to create numerous projects, ensure that you give them descriptive names.

Once you have created your project, it will appear in the list of projects.

Note: You can only make up to one project on the free tier.


Choosing what is in scope

When you create a project you also choose how much of it you intend to review.

  • Triage first β€” you decide item by item what is in scope, then redact only what you kept. Use this when the upload is broader than the request you are answering.

  • All in scope β€” everything you upload goes straight to Redact, with no triage step. Use this when you already know the whole set needs redacting.

Info: This is a default, not a permanent decision. Projects set to All in scope carry a badge beside the project name so the mode is always visible, and the project owner can change it later from Manage projects β€” including sending everything already uploaded straight through to Redact.