Working with Projects

Documaker Studio uses projects to help manage and classify Documaker documents.

You can apply a project to a Documaker document. You can also remove or change a project that has been applied to a Documaker document, and can create a project.

Tip

In addition to projects, Studio also classifies documents using classes and metadata.

To apply or manage a Documaker document’s project

1. From the Documaker tab, click Properties.
2. Click the Advanced tab.
3. Click the browse button next to Project.
4. In the Projects dialog, select a project for this document.
5. In the Projects dialog, to apply a project:

• Double-click a project from the table. The project will be applied and the dialog closes.

-OR-

• Click a project from the table to highlight it, then click OK.

-OR- 

• Click a project from the table to highlight it, then click a letter on your keyboard to quickly jump to the first project in the table beginning with that letter.

6. You should also assign an Effective Date from the General tab.

You can also:

• Click to create a project: enter the Name and a Description; for naming conventions, see The New Project Dialog
• Remove the project assigned to this document by scrolling up to the top of the table and select [None]

Your selection is highlighted and will be applied to this document.

6. Click OK, then click OK again to save your selection.