How Do I Create and Organize Project Sections, Subsections, and Entries Within a Project?

You can create and organize Sections, Subsections, and Entries easily from directly within a Project.

How Do I Create Sections, Subsections, and Entries Within a Project?

Sections, Subsections, and Entries can be created within a Project in two ways:

1. By importing a Source Document
   
   Read more: Importing a Source Document to a Project
2. By manually adding the Section, Subsection, or Entry within the Project

To Manually Create a Project Section

Option 1: Click on the gear icon. There will be a dropdown menu where you can click "Add New Section"

Option 2: If you are starting from a new Project, you can create a new Section by clicking "Add the first one"

Option 3: If at least one Section has been created, you can add another Section by clicking + Add Section at the bottom of the page

To Manually Create a Project Subsection

New Subsections will be added to the end of the Section and below any Project Entries within the Section.

Option 1: Click the plus icon beside the Section name, then select "Add Subsection" from the drop-down

Option 2: Click + Add Subsection below the Section name

Option 3: If you are starting from a new Section, you can create a new Subsection by clicking "Add the first Subsection"

To Manually Create a Project Entry

Project Entries will be added before any Subsections inside a Section.

Option 1: Click the plus icon beside the Section name, then select "Add Entry" from the drop-down

Option 2: Click + Add Entry below the Section name

Option 3: If you are starting from a new Section, you can create a new Entry by clicking "Add the first Entry"

How Do I Reorder Project Sections, Subsections, or Entries?

If your Project requirements change in the middle of the response workflow, you can reorder Project Sections, Subsections, and Entries directly within a Project.

To Reorder Project Sections

1. Click the reorder arrow icon for the Section you would like to move from within a Project
   
   
2. Drag the Section to its desired location
   
   
3. Click Save

To Reorder Project Entries Within a Section

1. Open your Project
2. Click the settings icon of the Project Entry you would like to move
3. Click on Reorder in Section
   
   
4. Drag the Project Entry to its desired location
   
   
5. Click Save

To Move a Project Entry to a New Section

1. Open your Project
2. Click the settings icon of the Project Entry you would like to move
3. Click on Reorder in Section
   
   
4. Select the Section you would like to move the Project Entry to
   
   
5. Click Move
6. Renumber the Project Entry once it is in its new Section