A project in Rosey holds a document, the supporting material it should be checked against, and the reviewers assigned to it. You can create a project directly from Word the first time you review a document.
Steps
Open the Rosey side panel and make sure you're connected to your account.
On the Get Started screen, click Create New Project.
Enter a Project Name. We recommend something descriptive like "Acme Corp Investment Memo" or the deliverable's working title.
In the Reviewers section, select which reviewers should evaluate the document. By default, all reviewers are active. Click the checkbox in the top-right of any card to turn that reviewer on or off. (See: Choosing reviewers for a project.)
Scroll to the bottom and click Create Project.
You'll be taken to the project view, where you can add supporting material before running Rosey.
What happens behind the scenes: when you create the project from Word, your current document is automatically attached to it as a deliverable.
Related articles