How Do I Create a Project?

Loopio Projects allow you to create, answer, and export Projects to address the questions in your documents.

To Create a New Project:

1. Click Projects in the top navigation bar
2. Click New Project
   
3. (Optional) - If Project Templates have been Published, select "Respond to Source Document" to create a blank Project or select the desired Template
   
4. Enter your Project Details, including the Project Name, Client Name, description of the Project, Project Owner, Due Date, and (optional) Word Export Theme
    

   Tip: Be sure to make your Project Name specific. It's common to work on multiple Projects for the same client.

5. Upload the document you want to answer in Loopio. You'll also be able to upload additional reference documents once your Project has been created through the Documents tab (Shortcut: 4) of the Project's Sidebar
6. Click Create