Viewing and Editing a Project

Project Summary Page

Once you have saved or published your project, you will be brought to a Project Summary page. You will also be brought to this page when selecting a project from the dashboard. This page contains an overview of your project details, including the status of your project, data sources and output destinations.

Data Sources and Output Destinations Overview

Clicking on the different data sources and output destinations shows you more detailed information of what you've included in the project.

Edit Project

To edit an existing project, click into a project and then click on the Pencil icon button on the top-right hand corner. You can also edit a project by clicking on the "..." icon on the dashboard, and clicking on "Edit Project". Only Editors and Owners are allowed to edit the project.

Note: While you can view your project details, do note that you cannot make any changes to these details on this page. You will have to click on the pencil icon button before you can make any changes.

Incomplete Projects

If your project is Incomplete, the Summary page will also reflect what information is still missing from the project. For data sources and output destinations, a red Alert badge will appear on the corresponding incomplete field. Clicking on the icon will reveal an Alert banner specifying the information required to complete the field.

Sending Documents with CSV Data Source

There is no further action required for CSV until a project has been published. All actions will be done in the Project Summary Page, which is the page you see after you save and exit, publish a project or when you select a project from the dashboard.

For more information on how to send documents with the CSV data source, refer to this page.