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Creating a Project

This guide walks through the complete project creation process using the project wizard.

Starting the Wizard​

From your dashboard, click New Project. The wizard guides you through five steps.

Step 1: Define Your Project​

Enter the basic project information:

  • Project name — a descriptive name (e.g., "42 Park Avenue - CC Certification")
  • Project address — the physical location of the construction project
  • Applicant email — the email address of the person who will submit documents

Then choose your creation method for the approval list:

MethodBest For
From a templateRepeat project types where you have a standard checklist
Copy from a previous projectSimilar project to one you have completed before
Upload a PDFYou have a document with conditions or requirements to extract
Start from scratchUnique projects with custom requirements

Step 2: Build the Approval List​

What you see depends on the creation method chosen:

From a Template​

  1. Select one or more templates from your library
  2. Items are pre-populated with descriptions, checks, and reference documents
  3. Review the list — add, remove, or edit items as needed

Copy from a Previous Project​

  1. Select the source project
  2. All items are copied (without submitted documents)
  3. Review and adjust as needed

Upload a PDF​

  1. Upload the document containing your requirements (e.g., consent conditions)
  2. Optionally provide custom instructions to guide the AI extraction (e.g., "Extract each numbered condition as a separate item")
  3. The AI analyses the document and creates individual approval list items
  4. Review the extracted items — edit descriptions, remove irrelevant items, add missing ones

Start from Scratch​

  1. Click Add Item to create each requirement
  2. Enter a description for each item
  3. Optionally add document checks and reference documents

For All Methods​

Regardless of creation method, you can:

  • Reorder items by dragging and dropping
  • Edit descriptions to clarify requirements
  • Add document checks for AI-powered verification
  • Upload reference documents to help applicants understand what's needed
  • Set review sequences to suggest a submission order

Step 3: Invite Your Team​

Add team members who will participate in the project:

Co-approvers​

Invite other professionals to help review documents:

  • Enter their email address
  • They receive an invitation email
  • Once accepted, they can review documents, change statuses, and stamp approvals
  • Co-approvers have most approver permissions except managing invitations

Collaborators​

Invite external parties who need project visibility:

  • Enter their email address
  • They can view the project, upload documents, and add comments
  • Useful for subconsultants, project managers, or other stakeholders

The applicant invitation is sent automatically based on the email entered in Step 1.

Step 4: Review and Confirm​

Review everything before proceeding:

  • Project name and address
  • Applicant email
  • Approval list items (with check counts)
  • Team members

Make any final adjustments by navigating back to previous steps.

Step 5: Payment​

Complete the payment via Stripe:

  • Review the project cost
  • Enter payment details
  • On success: the project is activated and all invitations are sent
  • On cancel: return to Step 4 (the project remains in Draft)

After Creation​

Once the project is active:

  1. Invitations are sent to the applicant, co-approvers, and collaborators
  2. The project appears on everyone's dashboard
  3. The applicant can begin uploading documents
  4. You will receive notifications as documents are submitted
  5. AI document checks run automatically on new uploads