A project gathers documents from any sender, date or group: everything about buying a house, a trip, a legal case. This plugin is enabled in every new repository.
Create projects
Right-click and open Documents > Projects > Manage projects (Ctrl+Alt+P), or use Repository settings > Metadata, to create, rename or delete projects.
Assign documents
- For many: select them and choose Assign document(s) to projects (Ctrl+P). A document can belong to several projects.
- For one: press F2 and use the Projects tab.
Unassign document(s) from any projects (Ctrl+Shift+P) takes them out of every project.
Show a project
Pick the project in the project filter of the sidebar. Its documents are shown whatever their date, and whether or not their names are complete, so nothing in the project is hidden by the other checks.
A project still used by documents cannot be disabled.