User guide

Creating a New Project
www.iprotech.com Ipro eCapture User Guide 5-5
877-324-4776 Q1 2014
Options set for the Project may be saved as the System Default. The options
are saved into the Configuration Database, DatabaseVersion.DefaultOptions
field. The field is created on demand if it does not exist. This field contains the
contents of the .INI file saved for the Project. It will be saved out as the
options file for any new Projects that are created in any Client.
Otherwise, a custodian can be created separately. The section, Creating a New
Custodian on page 5-8, describes how to create a new custodian.
1. After the Client is created, select it in the Client Management tree view
and click the alternate mouse button to display the context menu.
2. Select New Project. The New Project dialog appears.
3. Enter a project name using alphanumeric characters. If you enter any
invalid characters in this field, a dialog appears showing the characters
that are not permitted.
4. Enter an optional description.
5. Enter an optional matter ID. A maximum of 20 characters is permitted.
There are no restrictions on content. The matter ID can be assigned, or