Skip to main content

Manage individual project settings

Adjust processing, comparison, and review behaviour for a single project in the project settings panel.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the individual project settings panel

In the application, navigate to the project and open its individual settings panel to view configuration options for that specific project.

Open the individual project settings panel

Step 2: Review the project name and current settings

Confirm you are editing the correct project by checking the displayed project name, then review the current processing, comparison, and review-related options shown in the panel.

Review the project name and current settings

Step 3: Configure upload processing and comparison options

Use the available toggles or controls to set how uploads are handled for this project, including whether uploads go to a pending state, are automatically processed, and are compared as part of a single-page comparison workflow.

Configure upload processing and comparison options

Step 4: Configure review task and follow-on agent task behaviour

Adjust settings that control whether review tasks are created, who they are assigned to, and whether follow-on agent tasks are run after forms are processed for this project.

Configure review task and follow-on agent task behaviour

Step 5: Adjust task priority timing

Set or update the number of hours associated with low, medium, and high priority tasks so that project work is scheduled according to your desired service levels.

Adjust task priority timing

Step 6: Save your project settings

When you have finished making changes, select the accessible Save button to apply the updated settings to the project.

Save your project settings


Last updated: 2026-06-27