@Dmitry Bubnov Update Picture

Overview

Socratics is organized around Projects, folders that each represent a different set of documents that can be queried or used as source material for AI-generated content. Select Projects from the left navigation to see all your project folders.

To open a project select the project row from the list.

Project Actions

Selecting the … menu at the end of each project row provides the following actions:

• Edit Project: Re-opens project form allowing you to edit Project Name, Description, etc.
• Delete Project: Removes the project from the user’s list. Because this action cannot be undone, you are asked to confirm this action before proceeding.

Create New Project

To create a new project, select New Project. The form has the following fields:

• Project Name: This is the name that will appear throughout the Socratics interface including in the Project Details header, the “breadcrumb”, inside text in the project Chat, etc. It can be a project codename (example: Project Beta) or it could be the same as the Company Name. This is a required field.

Once the project information has been entered select Create Project.

Example of an empty Create Project form

Example of a filled-in Create Project form