Managing projects

The project list

The Projects page (/admin/projects) shows the status (as a switch), name, description, the deletion policy badge (Never deletable / “n days” / Immediately deletable), the document count and the creation date:

“New project” is visible to superadmins — and to users with a tenant grant for “create projects” (delegated project creation, see the chapter “Access and roles”). Edit and Delete require the corresponding right (change or delete) on the project.

Creating and configuring a project

The project form (/admin/projects/new or …/edit) is divided into four tabs:

The “General” tab:

Field	Meaning
Active	Inactive projects cannot be used by users.
Name / Description	The project’s display data.
Deletion policy	Never deletable (an audit-proof archive), Retention period (deletion only after n days — the “Retention (days)” field, 3650 for 10 years, for instance) or Immediately deletable.

The “Processing” tab:

Field	Meaning
Page orientation	Keep / force portrait / force landscape / no normalisation.
Text recognition (OCR)	Automatic (extract text, OCR as a fallback), Always OCR, Use embedded text only or No text recognition.
Convert email attachments	Default (global) / yes / no.
Conversion timeout (s)	A time limit per document (5–600 s; empty = default).
Allow external references / OLE objects	Permits Office files with embedded OLE objects or external references. Macros remain blocked at all times. Enable only for trusted sources.

The “Detection” tab — governs the project’s automatic PII detection:

Field	Meaning
Default document language	The language of the documents (also decisive for the OCR language choice); Auto detects it per document.
Country (detection)	Governs which name and place data detection draws on; “Automatic (from language)” is the default.
Subject areas	Activates specialist detections (medical or legal identifiers, for example).
Detect place names (cities)	Additional stand-alone place detection (off by default, because place names often collide with everyday words).

The “Approval” tab:

Field	Meaning
Only approved documents may be exported	Export and download only for documents approved beforehand; those not approved are skipped.
File names on export (default)	Keep the original, Apply the dictionary (dictionary terms in the file name are replaced) or Neutral name (Document-XXXXXXXX).

Example — the project “Personnel files” for Muster GmbH: name Personnel files, deletion policy Retention period with 3650 days, OCR Automatic, document language German (DACH), the approval option active — then assign the group Accounting the Editor role under Access.