Creation

The user can create a new project and add documents intended for anonymization to it.

A project is a separate workspace where documents can be stored, analyzed, classification fields detected and edited, and anonymization performed.

To create a project, click the Add project.

The Add project button in the project list view.

In the displayed window:

• enter the project name;

• optionally add a description;

• select the users who should be granted access to the project.

• optionally assign anonymization schemeto be applied to documents in this project.

Important: If an anonymization scheme is assigned to the project, when the document reaches the Anonymization stage, the system will automatically set the category sliders according to that scheme. The scheme assigned to the project takes priority over the global scheme.

After entering the data, confirm the changes with the appropriate button.

After completing the data, click the Create project. The project will be added to the list, and the assigned users will gain access to its workspace.

Window for creating a new project.