Team member: How do I create a project?
Updated
by
Jennifer B.
You can use the Invite Policyholder to OneXperience option under the Actions tab of the Create a new project drawer when you create a project, but you should only do so if you want to invite the policyholder to create an account in OneXperience and have access to their project immediately. This should not be used if you only intend to perform a video collaboration.
- Log into OneXperience.
- Select Create a new project in your Project Library.
- Enter the project information in the Create a new project drawer. Required information is marked with an asterisk (*).
- Select Create.