Add Project will not display within an Outreach project that was purchased alongside a Diligence project as a bundle. Connect with your sales representative with questions.

To add a new Outreach project:

  1   Select Add Project in the upper right to display the 'Create Project' form.

  2   Fill out the form.

• 'Launch with Datasite Prepare': Toggle to indicate a Prepare project will be launched alongside your new Outreach project
• Required fields
  • 'Project Name': Must be unique to your subscription. Maximum character count is 128
  • 'Project Status': Active by default. Adjust as needed

  3   Select Create Project.


 

Edit a project profile

  1   From within the desired project, select Details.

  2   Project Profile tab displays by default.

  3   Hover over a field to display its pencil icon.

  4   Select the pencil icon to edit the field. Changes to the Project Profile are automatically saved