Video in production
Setting up your organisation and projects
Organisation Settings, compliance documents, and creating and configuring a project.
What you will learn
Enter your organisation's details
Enter the name, Business Number and Discipline in Organisation Settings, save the Main Office Address, and upload a logo.Record your compliance documents
Add each document with its category, expiry date and file, and read the badge on Settings.Create a project
Enter the name and select Create Project, pass over the optional Details with Skip, then select Activate All Templates on the Tools step.Configure and archive a project
Read the project's details, compliance requirements and administrators in Project Settings, and open Archive Project, which makes a finished project read-only.