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Use Quick Project Setup for an empty project

Start the guided Quick Project Setup for a brand-new project and understand how billing works for uploaded documents.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Project Setup panel​

Open your new project and locate the Project Setup banner titled “Set up [project name]” at the top of the page.

Open the Project Setup panel

Step 2: Review the readiness strip​

Check the “Project context so far” readiness strip to see that the project is still empty and needs initial setup.

Review the readiness strip

Step 3: Confirm billing information​

Read the banner text explaining that the Quick Project Setup is free to run and that only the documents you upload are charged according to your project’s document settings.

Confirm billing information

Step 4: Start Quick Project Setup​

Select the primary Quick Project Setup call-to-action in the banner to launch the guided setup workflow for your new project.

Start Quick Project Setup

Last updated: 2026-09-01