Open a Project

Open a project to access the project functions and its tabs (see below). Projects are listed on the Projects tab. For details on navigation, refer to the Unifier General User Guide.

Note: Your company may have configured the navigation so that the labels on the navigation tabs across the top or nodes on the left Navigator may differ from the default labels discussed here.

To access your projects

Go to the Projects tab and switch to User mode. The Project log opens, listing all of the projects to which you have access. The log shows:

To open a project

Select a project from the Projects log and click Open. The project home page opens, providing an overview of the project.

When you open the project home page, the Navigator expands, providing access to project-level features and business processes.

See Also

Projects

About Project Statuses

Working with the Project Summary

Managing Project Alerts

Working with Mailbox (Projects)

Distributing the Project Mailbox Email Address to Users

Working with Tasks, Notifications, and Drafts Nodes

Working with your Project Information

Working with Gates

Working with E-Signatures



Last Published Monday, January 8, 2024