Connie helps you stay organised by giving you two layers of structure for your contracts: Project Folder and Projects.
Project Folders are the broad areas of work (e.g. Film Productions, HR, Fundraising,...).
Projects live within these folders and hold all your documents: Anything from contracts, consent forms, and agreements. And you should create a project much like you would create a folder for a project on your computer.
This way, you can build a structure that fits your company's workflow and structure.
Here's how:
Step 1: Go to Projects
You’ll find Projects in the menu on the left-hand side of your Connie dashboard.
(Optional) Step 2: Create a New Project Folder
This step is optional. If you already have a project folder you’d like to use for this project, you can skip to the next step.
Click Project Folder at the top right of the page.
Enter a name and description for the folder.
Click Save.
Step 3: Create a New Project
Click Project in the upper right corner.
Step 5: Fill in Your Project Details
Project Cover Image – optional.
Project Name – give your project a clear title.
Project Folder – choose the folder where you want this project to be located.
Project Description – add a short description.
Project Period – optional.
Project Reference – optional, e.g. an internal project number.
Default Issuer – this is you by default, but you can assign another team member or issuing company if needed.
Step 6: Set Your Project Permissions
Decide who in your team can access this project:
Private to You – only you can see it.
Full Team Access – everyone on your team can access.
Private to Selected Members and Collaborators – hand-pick who gets access.
Step 7: Finalize
Click Create Project.
You’ve now set up your first project and can start adding your contracts and documents.