Project Admin and Contributors on a Datasite Cloud subscription plan are able to create new Diligence and Acquire projects on their own, without involvement from the Datasite Assist® Experts. Created projects are automatically added to the project creator's Admin Console. If you have more than one subscription, it is important to create your new project while signed in to the desired subscription.

 

To create a new project,

 1   Access your Projects tab, then select Request Project.

 2   Choose from either Diligence or Acquire and click Create.

 3   Fill out the project creation form:

• • Subscription - If you have multiple subscriptions, ensure the desired subscription is selected
  • Project Name - Up to 128 characters
  • Project Location - This choice designates the region in which your project data is stored. It is important to select the correct region as data storage legal requirements vary by location; switching your location after content has been loaded to your project may not be possible. If you are unsure which location to select, consult with your legal team
  • Industry Type - Choose from available options
  • Transaction Type - Choose from available options
  • Estimated Deal Valuation - This field is optional; your selection is understood to be a best estimate

 4   Select Create Project.

Your new Diligence or Acquire project is created and available for use.