Creating a project in ZSearch
Projects in ZSearch allow users to group relevant documents from search results into a focused workspace. Each project creates a scoped context where users can search, explore, and collaborate using only the selected files.
Projects are created after running a search and selecting documents from the search results.
Only files you are authorized to access can be added to a project.
Selecting files from search results
To begin creating a project:
Run a search using the search bar. Please refer to the Searching in ZSearch page for details on searching.
Review the search results
Select one or more files using the checkbox next to each result
Once at least one file is selected, ZSearch displays project-related actions above the results list.
Creating a new project
After selecting files, you can create a new project:
Click Create project
In the Create new project dialog, enter a project name
(Optional) Add users to the project by selecting them from the list
Confirm to create the project
The selected files are automatically added to the new project.
Project workspace
Once a project is created, users are taken to the project workspace.
The project workspace includes:
A project-specific search bar
The list of project files
Chat history for project-specific interactions
Access to collaborators and project settings
All queries and interactions within a project are scoped strictly to the files added to that project.
Editing and managing projects
Users can:
Add more files to a project from new searches
Remove files from the project (if permitted)
Invite or remove collaborators
Switch between projects using My projects
Projects persist across sessions and can be revisited at any time.
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