Project

A project in Ketl is a way to group documents and information so that you can organize and quickly retrieve them.

A project will differ depending on your activity. For example, if you are:

• A lawyer, a project will be a legal case, or a project aimed at advising a client on a specific issue.

• A family office, a project will gather all the information about your client’s company.

• An accountant, a project will group all activities related to a client (Hans Muster/Accounting).

A project will therefore frequently be linked to a client. In Ketl, this client must be created as a Contact.

To link Ketl to your file storage, your project will also need to point to a SharePoint directory – we will return to the details in this guide.

Create a Project

• Click on the + icon on the left sidebar

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• At the top of the window, select the Project option

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• Fill in the project information

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  Fields marked with a red asterisk must be filled in, as shown here

  

  You must now enter the relevant information for the project. The entered information will be used to name the project and create filters to quickly find it. You will also need to enter the project's Directory (last field). When you click on it, you can select a directory from the storages connected to Ketl. You need to select the directory that will contain the project’s documents (usually one level below the client, “Hans Muster/Accounting”). If the selected client has a directory, it is possible that the directory is automatically selected based on your configuration. After filling in the required information and clicking on Create, a confirmation should appear at the top right.

  

Find Information

To find a project, simply go to the Search Page (magnifying glass icon on the left sidebar) and type the project name in the search bar.

• Click on the project line to open it and see the flows (tasks) tab

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• You will see the project information displayed on the right if you have activated the panel by clicking on the following icon

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• This allows you to check that the information is correct

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  To verify that you have chosen the correct directory, you can click on the View Documents button to ensure that files are present.

Edit Information

• To edit information, either to correct or update it, you can click on the Edit button

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• This will open an editing panel. Note that you must scroll to see all fields (especially the “Directory” field at the bottom of the list)

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• Then click Save to confirm your changes

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  That's it !