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.
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.
Good to know
When setting up your project folders and projects keep the permission and access management in mind. Team members can either have full access to a project or no access at all. If certain documents should be restricted, create a separate project for them and limit access accordingly.
Here are three examples on how you could structure your project folders and projects:
1. Organize by Year
Best for: Small teams with multiple smaller productions per year. Team members have access to all documents in a project.
Project Folder: 2026
Projects: Production A, Production B, Production C, ...
Project Folder: 2027
Projects: Production A, Production B, Production C, ...
2. Organize by Production
Best for: Large productions where you need granular control over team access.
Project Folder: Production A
Projects: Extras Agreements, Crew Agreements, Location Agreements, Licenses, ...
Project Folder: Production B
Projects: Extras Agreements, Crew Agreements, Location Agreements, Licenses, ...
3. Organize by Business Field
Best for: Teams managing different types of work (e.g., marketing, administration,...).
Project Folder: Marketing Material
Projects: Production A, Production B, Production C, ...
Project Folder: Administration
Projects: General Administration, Production A, Production B, ...
Key Takeaway
Choose a structure that aligns with your workflow and access needs. If you need to restrict access to specific documents, always create a separate project for them.