Edit the project settings

When a project is created, you can edit the project settings:

  1. Select the project.
  2. Click Administration in the toolbar.
  3. Click Project settings in the tool menu.
  4. Click Details.
  5. Add, or edit the project details:
    • Project picture
    • Project name
    • Project description
    • Location
  6. Click Save changes.
    A pop up window informs you that the project is successfully updated.
  7. Click Documents.
  8. Select the option button of the document versioning you want to use to track the progress of a document:
    • use major versioning (default)

      Select the option you want to use from the drop-down menu.

      Example: Version 1
    • use major and minor versioning
      1. Select the option you want to use from the drop-down menu next to Major versioning system.
      2. Select the option you want to use from the drop-down menu next to Minor versioning system.

        Example: Version 1.A

        Each major version can represent a milestone the document has reached.

  9. Enable or disable the Document settings:
    • Allow locking of documents
      Note: A locked document can not be moved or edited.
      Note: A locked document can be unlocked:
      • by an administrator
      • by the user that locked the document
      • by uploading a new revision of the document.
    • Add signature footer when printing documents:

      An extra line is added in the footer of each document that is printed to PDF: Printed by Firstname Lastname (date).

    • Allow deleting of revisions
      Note: A document needs at least one revision. If you want to delete all revisions, you must delete the document.
  10. Edit the Document statuses:
    The default document statuses are: draft, proposal, in preparation, revised, approved with remarks, approved, final, archived, and obsolete.
    • Hover over a status, click , and drag and drop the status to change the order.
    • Hover over a status and click to edit the status.
    • Hover over a status and click to delete a status.
    • Hover over a status and click to set the status as default status.

      When you upload a document, this will be the selected status by default.

    • Click add status, enter a name and click Add to create a new status.
      Note: The order of the statuses in this list determines the order of the statuses in the drop-down menu when uploading a new document.
  11. Click Save changes.
    A pop up window informs you that the project is successfully updated.
  12. Click Administrators.
  13. Enable or disable the Document settings:
    • Administrators can view all notes, notifications and annotations.

      When creating a new private message, project members will be informed that the message can be read by project administrators.

    • Administrators can replace the latest document revision.
  14. If applicable, enable two-factor authentication.
    • You receive an email with a token in a generated token card.
    • You must use that token to access the project.
  15. Enable Lock recycle bin if you do not want items to be removed from the recycle bin.
    Important: Once the recycle bin is locked, it can only be unlocked by sending a support request to our support team.
  16. Click Save changes.
    A pop up window informs you that the project is successfully updated.
  17. Click Preview features.
  18. Enable or disable the New interface settings:
    • Set new interface as default.
    • Allow users to switch between old and new interface.
  19. Click Save changes.
    A pop up window informs you that the project is successfully updated.