How to create a new project

For background knowledge, please refer to: What are sessions and projects in Aid4Mail?

Create a new project

New projects in Aid4Mail are created with one new session. You can add additional sessions as required. Please follow the steps below to create a new project:

  1. In the main menu, select File > New project. Any previously opened project will be saved and closed and a new project will be created. The Project settings screen will be displayed.
    How to create a new project - Project settings
  2. Change the project Name from the default value to something more descriptive. This is optional but recommended.
  3. Optionally, enter a Description and Keywords for the project. You can also add case information and adjust the project settings. These are described in more detail below.
  4. Select the Continue button. You will be taken to the settings screen for the project's only session (you can add more sessions later if you need to).
    How to create a new project - Session settings

Project settings

You can return to the Project settings at any time by selecting Settings > Project from the main menu. Alternatively, select the Project button at the bottom of the vertical button bar on the left side of Aid4Mail's window.

The Projects settings screen comprises three sections in Aid4Mail Converter and five in Aid4Mail Investigator and Enterprise. They are:

  • Project: Change the project name, description and keywords.
  • Case: Add case information that can be accessed through tokens (and programmatically) and inserted into most output.
  • Bates: Fine-tune Bates numbering for the project (Aid4Mail Investigator and Enterprise only).
  • Filters: Set a stemming dictionary and tokenization for the project (Aid4Mail Investigator and Enterprise only).
  • PDF: Customize document information, headers and footers, and other settings for PDF output.

If you experience any issues, don't hesitate to contact us. If you would like to buy an Aid4Mail license, please visit the Aid4Mail store.