How to create a project

To create a blank project, go to the home page, and under “Home”, and “Templates”, select “Blank Project”. This will open a popup, that will allow you to input a name for your project. Enter a name, and then click “Create”.

You will automatically be redirected to your new project.

There are other places in the app where you can create a project. These include the left side panel (only on web), and on the projects page (on both mobile and web).

How to edit a project

There are multiple ways to edit a project’s settings.

Open the project, and click the pen icon in the top right corner of the canvas. This will open the project’s settings. Here you can edit the project name, copy the project, or delete the project.

On web, the other ways include hovering over the project in the left-hand side panel, the home page or the project page. Click the three dots that appear on hover, and this will open the project settings.

On mobile, long-press the project on the home page or projects page, and this will open the project settings.

Edit a project name

Open the project settings as described above, enter a new name, and click “Save”.

Copy a project

Copying a project can be useful when you want to clone an existing project for another customer or purpose.

Open the project settings as described above, and click “Copy”. This will copy the contents of the current project, including any cover blocks, section blocks, or text blocks. This will not include any uploaded sources, generated documents or the background image on the cover block.

After clicking “Copy”, enter a name for your copied project, then click “Create”.

Delete a project

Open the project settings, and click “Delete”. If deleted successfully, you should see an informational message notifying you of this. You will then be redirected to the projects page.