Host a Studio Project

Studio Projects lets you share critical files—not just PDFs—with specific people who can review those files or update them. Project employs a document management system that prevents multiple users from updating files at the same time. You can determine which users are allowed to perform which actions in a Project by controlling their permissions. PDFs in a Project can also be used to start a new Session or added to an existing Session.

Before you can start a Studio Project you must create a Studio account.

ClosedStarting a New Project

You will need a validated Studio account to create a Studio Project. If you have not established one yet, see Create a Studio Account to do so now.

To start a new Project:

  1. From the Studio tab, go to Start > New Project. The New Project dialog box appears.
    • If you have not already created an account, the Create Studio Account dialog box appears instead. Create a Studio Account before proceeding.

  2. Enter a name for the Project and click OK. The Studio tab changes to show the empty Project.

  3. To add initial Project files, select from the following options:

    • New Folder: Creates a new folder in the root directory of the Project. Once selected, the New Folder dialog box appears. Enter a name for the folder and click OK to create it.
    • Upload Files: Uploads individually selected files to the root directory of the Project. Once selected, the Open dialog box appears. Navigate to the desired files (COMMAND-click or SHIFT-click to select multiple files, if desired) and click Open.
    • Upload Folder: Uploads the contents of a folder to the root directory of the Project. Once selected, theOpen dialog box appears. Navigate to and select the desired folder and clickOpen.
      • This option recreates the selected folder in the Project and uploads the contents into that folder automatically.

    Additional files and folders can be added to the Project later as well. See Adding Files to a Project.

ClosedConfiguring Project Settings

By default, no other users are granted access to a new Project and permissions for any who are invited are very limited. You can change these conditions by configuring the Project Settings. See Defining Access and Permissions in Studio Projects.

ClosedInviting Users to the Project

Inviting somebody to a Project automatically adds them as an Allowed User in the Project Settings (see Setting User Access in the Project for more information about User Access). In addition, the invitee is also sent an email containing information about the Project as well as a link allowing them to automatically connect to the Project.

To invite a user to the Project:

  1. When in the Project, click Invite on the Studio tab. The Project Invitation dialog box appears.

  1. The Project Information is shown at the top of the dialog box. To copy this information to the clipboard in order to paste it into another program, such as an email message, IM or other document, click Copy Invitation.
  2. To add invitees, click Add. When the Add E-Mail Address dialog box appears, enter the invitee's email address and click OK.
  3. To change the email address of an invitee, select the entry and click Modify. When the Modify E-mail Address dialog box appears, enter the new email address and click OK.
  4. To remove an invitee, select the entry and click Remove.
  5. Enter a Message to add to the invitations, if desired.
  6. Click OK. Email invitations will be sent to all the invitees from the Studio server.

Related topics

Create a Studio Account

Working with Files in a Studio Project