Setting up your organisation and projects

What you will learn

• Enter your organisation's details
  Enter the name, Business Number, Base Currency and address in Organisation Settings, and upload a logo.

• Record your compliance documents
  Add each document with its category, expiry date and file, and read the badge on Settings.

• Create a project
  Step through Name, Details and Tools in the new project wizard and choose Activate to copy your organisation's settings in.

• Configure and archive a project
  Enter the project's details, compliance requirements and administrators in Project Settings, and archive a finished project.