Configure individual project settings
Adjust how a single project handles document uploads and AI-powered insights.
This guide is designed for project manager.
Steps
Step 1: Open the individual project settings
From your current project view, open the settings area and navigate to the individual project settings panel for the selected project.
Step 2: Review project information
Check the project name and key details at the top of the panel to confirm you are updating the correct project.
Step 3: Configure upload handling
Use the upload-related switches to control whether new uploads are sent to a pending state first and whether uploads are automatically processed.
Step 4: Manage auto-generated insights
In the "Auto-generate insights" section, turn the AI insights toggle on or off and choose how frequently insights should be generated for this project.
Step 5: Review insight usage estimates
Check the displayed estimated IU usage for auto-generated insights so you understand the expected cost impact of your chosen frequency.
Step 6: Save your project settings
Select the save option to apply your changes; a loading indicator will appear while settings are being updated and a confirmation message will show when saving is complete.
Step 7: Return to the previous view
Use the back control to leave the individual project settings panel and return to the previous page or project overview.
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Last updated: 2026-07-27