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How to Create and Manage a Project

How to create a project, add documents, invite team members and clients, and manage project settings in Unplex.

Written by Sabina Sokolowski

1. Project Definition

A project is the working container in Unplex in which documents, team members, and AI tools are combined. A project has the following properties:

Containment: every analysis, research query, and document upload is contained within exactly one project.

No Quantity Limit: there is no limit to the number of projects a workspace can hold. A common structure is one project per matter, per client, or per practice area.

Visibility Scope: a project is either Private (owner only) or Shared (visible to invited members); see Section 2, step 4.

2. Creating a Project

  1. Log in at app.unplex.ai.

  2. From the dashboard, click New Project.

  3. Enter a project name reflecting the matter, mandate, or workstream — for example, "Muster AG — Supply Agreement Review Q2", "Employment Law Templates", or "Heinrich Müller — Q3 Portfolio Review".

  4. Set visibility to Private or Shared (see Section 1).

  5. Click Create Project.

3. Adding Documents

Two methods are available:

Direct Upload: via Upload Document inside the project. Copies are stored within Unplex.

Cloud Storage Connection: a connected provider (SharePoint, OneDrive, Google Drive, or Dropbox) allows access to documents in existing storage without creating copies (see Connecting Cloud Storage). This distinction determines what happens to documents on project deletion — see Section 5.

4. Team Members

4.1 Inviting Team Members

  1. Open the project and go to Members.

  2. Click Invite Member and enter the colleague's email address.

  3. Assign a project role: Owner, Editor, or Viewer (see Project Roles for the permissions associated with each).

  4. The invited member receives an email with a link to join the project.

Note: an invited member must have an existing Unplex account, or is prompted to create one on accepting the invitation.

4.2 Inviting Clients

A client can be invited to an individual project with Viewer access, subject to the following constraints:

Containerization: a client sees only the content of the specific project they were invited to; no other workspace content is exposed.

No Account Required: analyses and research results can be shared via a direct link without requiring the recipient to hold an Unplex account.

5. Frequently Asked Questions

Question

Answer

How many projects can be created?

There is no limit (see Section 1).

Can a project be renamed or deleted?

Yes, under Project Settings. Only the project Owner can delete a project.

What happens to documents when a project is deleted?

Documents in connected cloud storage (SharePoint, OneDrive) are unaffected, as Unplex holds no copy. Documents added via direct upload are removed (see Section 3).

Related articles: Getting Started with Unplex · Project Roles

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