Connie helps you stay organised by giving you two layers of structure for your contracts: Project Folder and Projects. This way, you can build a structure that fits your company's workflow and structure.

Project Folders are the broad areas of work (e.g. Film Productions, HR, Fundraising, year,...). You can create as many Projects as you need within one Project Folder. Further down in this article you can find some suggestions on how you can use Project Folders to organise your documents on Connie.

Be aware: The title of the Project Folder can be automatically included into your documents, contracts and SignPages by using SmartTags.

Projects live within Project Folders and hold all your documents: Anything from contracts, consent forms, and agreements. Within a project you can filter your documents according to their status (draft, pending, signed, rejected, expired) but you can't structure any other sub structures. So a Project is the smallest unit of structure you can create on Connie.

When a project is no longer being actively worked on, you can archive it. You can find more information on how to archive a project here.

Be aware: The title, description, project start and end date, and other information about the project can be automatically included into your documents, contracts and SignPages by using SmartTags.

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. Project folders are always visible to everyone in your team, even if there are no projects in them (they have access to).

Here are three examples on how you could structure your project folders and projects:

Best for: Small teams with multiple smaller productions per year. Team members have access to all documents in a project.

Best for: Large productions where you need granular control over team access.

Best for: Teams managing different types of work (e.g., marketing, administration,...).

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.