---
title: "Create and configure a first basic project"
slug: "create-and-configure-a-first-basic-project"
updated: 2021-11-30T23:37:18Z
published: 2021-11-30T23:37:18Z
canonical: "help.cooperlink.io/create-and-configure-a-first-basic-project"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cooperlink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and configure a first basic project

This article applies to BOOST EMPOWER ~~GUEST (free)~~ licenses

This article specifies the essential steps to create and configure the basics of a first project.

## Create a new project (manual)

Using the quick actions in the navigation bar, create a new project and complete the form.

![](https://cdn.document360.io/c21b52e3-341e-4ea9-8692-3488bd21cd8d/Images/Documentation/image-1638313555965.png)

## Basic configuration

### Add members to the project

Access the project settings using the left sidebar menu. Then click the Members tab and add users.

![](https://cdn.document360.io/c21b52e3-341e-4ea9-8692-3488bd21cd8d/Images/Documentation/image-1638313771698.png)

### Add a document library (external connector)

Select an existing connector and identify the boot directory to define the external document management system to use.

![](https://cdn.document360.io/c21b52e3-341e-4ea9-8692-3488bd21cd8d/Images/Documentation/image-1638313837434.png)

### Select metadata cards

Using the General tab, define the document cards that include enrichment based on metadata.

![](https://cdn.document360.io/c21b52e3-341e-4ea9-8692-3488bd21cd8d/Images/Documentation/image-1638313939540.png)