Project Guide Project Guide

Project Guide

Aaron Kirk Aaron Kirk

Master creating and managing Projects in Jylo with this comprehensive guide and accompanying video. Projects are the foundation of AI-powered document analysis in Jylo, providing secure collaborative workspaces where teams upload documents, run analyses, and manage workflows.

What You'll Gain:

  • How to create new Projects
  • How to upload Project files 
  • Manage team members and permissions 
  • Know where to launch a flow on your documents
  • Where to collaborate with the Projects Assistant

What This Guide Covers: This guide describes the concept of project centricity in Jylo, how to create and configure new Projects with appropriate metadata, add team members and manage permissions, detail Project settings and ongoing management options, and provide guidance on notifications and collaboration features. This is essential guidance for any new users to the platfrom. 

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