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Creating your first project

Projects is where it all happens in Connie. Create a project for your productions, administrative docs, employment contracts etc.

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,...).
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  • 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.

Our video guide for you

Step-by-step guide

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.

  1. Click Project Folder at the top right of the page.

  2. Enter a name and description for the folder.

  3. 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 Owner - this is the person responsible for this project.

  • Project Description – add a short description.

  • Project Period - optional.

Step 6: Manage the Access

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: Manage the Template Access

Decide which templates can be used in this project. You can choose between:

  • All templates - Every template in your account can be used in this project

  • Let me choose - Pick the templates and folders this project can use

Step 8: Manage the Advanced Settings

Here you can select:

  • Issuing Company - The company that will be issuing contracts in this project by default.

  • Default Signer - Which person should be the default issuer?

  • Project Metadata /Project Reference - Add a project number, job ID or similar

Step 9: Finalize

Click Create Project.

You’ve now set up your first project and can start adding your contracts and documents.

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