Projects Overview
- What is a Project?
- What Are All the States a Project Entry Can Be In?
- Projects From the Eyes of an Assignee
- Projects From the Eyes of a Project Admin
- Projects From the Eyes of a Collaborator
- What Is the Difference Between A Project Owner, Project Creator, and Project Admin?
Creating a Project
- How Can I Use SmartScan to Import from Project Source Documents?
- How Can I Create a New Loopio Project Using the Salesforce API Connector?
- How Can I Use SmartScan to Import from Project Source Documents?
- Can I Use Loopio to Create PowerPoint Presentations?
- How Do I Import Sub-Questions From a Word Source Document Into a Loopio Project?
- Importing from a Non-English Source Document to a Loopio Project
Working on a Project
- How Do I Generate an Answer Using Google Drive as a Content Source?
- How Can I Generate a Proposal Summary and Proposal Checklist?
- Claiming a Team Assignment
- How Can I Track and Manage Project Requirements in the Proposal Checklist?
- What Are the Proposal Summary and Proposal Checklist?
- How Can I Use Automation to Answer Project Questions?
Finishing a Project
- Exporting to a Non-English Source Document from a Loopio Project
- How Can I Preview My Project Before Exporting?
- How Do I Submit My Project for Approval Once It Is Complete?
- How Do I Export a Project?
- How Can I Use Content Styles in a Project or Library Entry?
- How Can I Add an Export Theme to a Project?
Managing Project Work (All Users)
Managing Projects (Admin)
- How Do I Add Users to a Project?
- Can I Assign a Reviewer for a Project Entry?
- Can I Assign and Unassign Entries by Section, Subsection or in Bulk?
- What Is Open Collaboration?
- How Do I Allow My Team To Collaborate Freely on a Project Section?
- How Can I Keep Track of Users' Project Progress?