---
title: Add New Word Project
description: Select Projects on the left navigation panel. Navigate to Projects and click the + button. In the Create New Project pane on the right, a multi-step wizard…
---
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# Add New Word Project
1\. Select Projects on the left navigation panel.
2\. Navigate to Projects and click the **+** button.
3\. In the Create New Project pane on the right, a multi-step wizard will be displayed. Fill in the fields associated with the project. Mandatory fields are shown with an asterisk **\*** and highlighted in yellow.
---
#### 📋Tips:
- The Project Type field refers to your predefined workflow. Refer to the administration training materials for more information on how to set up project workflows.
- Review Cycles are used for recurring questionnaires, such as DDQs and standard RFIs.
---
4\. Click Choose File to select your questionnaire file or drag & drop the file.
Make your selections.
- Select a Title for the document, if no title is selected the title of the uploaded document will be used.
- Pick a Beginning at Page to cut off any pages prior to the start of the questionnaire.
- Select a Custom Template, if you would like to insert your questionnaire into your company's branded template.
- Select Mark Questions to run the question identification process.
- Select Advanced Question Marking for questionnaires that use headers or titles rather than questions or prompts (History, People, Process).
- Select Skip Tables to ignore tables when auto filling the questionnaire.
- Select Autofill to fill in your questionnaire with responses from your knowledgebase that meet the confidence threshold.
- Select Generative AI to use the information in your knowledge and the GenAI Folder Upload module to generate responses that were not able to be answered directly from your knowledgebase in the previous step.
- Select Answer Style to determine what style will be applied to inserted plain text and generated responses.
- Select Autofill Confidence to determine the level of certainty necessary to insert a response during the autofill process.
- Select Content Filters to narrow down the subset to content that will be used to complete your questionnaire, if no filters are applied all content visible to the logged in user will be used.
Click NEXT.
5\. Team members should be people that will be working on the RFP with you, but should not include SMEs who will be contributing to the questionnaire. Users added here will typically receive a notification that they have been added as part of the project team (unless this notification is disabled in the Notification Settings). Click SUBMIT PROJECT.
6\. Click on the hyperlink to be brought to the Project Summary page and then click on the AI icon next to the uploaded document to follow along with the progress of your questionnaire/see results.
Once your document has finished, you can click on the Download icon next to the document to begin working on the questionnaire in the desktop version of Microsoft Office or the Word/Excel icon next to the document to work in the web version of Microsoft Office, which allows coauthoring (working with your colleagues in the document in real time).
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