Creating a New Project

1. Go to the URL provided by your Administrator and log in using the username and password provided (separate to your InEight Document credentials).
   

2. Select the base project you wish to use to pre-fill and populate the project-specific dropdowns in this form.

3. Fill in all required fields, taking note of all mandatory fields marked with an *.

4. Select Mail and Document Defaults (these can be updated from Project Settings once the project has been established in InEight Document if required).

5. Select the data you wish to export from the Base Project into the New Project.

6. Click Finish once complete, or Clear if you wish to start again. The form will then show whether the project is successfully created or if there are any errors.

Greyed out fields cannot be changed based on existing selections (to ensure data integrity).