From the Projects page:

1. Click Request Project.
2. Click Request.
3. In the Message section click Send Us Your Info.
4. Fill in the form with the required fields.
5. Click Send.

Datasite Assist Experts will work with you to build a new Outreach project on your behalf.

 

 

From within the Admin Console:

 

1. Select the Projects section.
2. Click Add New Project.
3. Click Request.
4. In the Message section click Send Us Your Info.
5. Fill in the form with the required fields.
6. Click Send.

 

Datasite Assist Experts will work with you to build a new Outreach project on your behalf.

 

 

From within a Project:
 

1. Click Add Project in the top right.
2. Fill out the form.
3. Optionally Launch with Datasite Prepare: Click the toggle to launch a free Prepare staging VDR linked to your new Outreach project.
4. Required fields:
   • Project Name: Must be unique from your other projects. There is a maximum character count of 128 accepting only alphanumeric characters.
   • Project Status: Active by default. Adjust as needed
5. Click Show More to add supporting details.
6. Click Create Project.