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My Works → My Projects groups requests and documents belonging to the same work. For example, an Office Renovation project can contain a purchase request, a Document Sign contract package, and a Secure Document Sharing session for vendor quotations. A project is a private collection. Adding an item does not share documents, transfer ownership, or change its original workflow and permissions.

Create and edit a project

My Projects detail in the DekaSign application with synthetic QA project data
  1. Open My Projects and select Create project.
  2. Enter a recognizable project name and description.
  3. Save. Its detail page contains My Request, Document Sign, and Secure Document Sharing sections.
  4. Select Edit project to update its name or description.
Search the My Projects list by name or description. Each card shows the count of items you can still access in each section. Use Previous and Next to navigate pages.

Add an existing item

1

Open your request or document

Open a submitted request, a sent standalone Document Sign package, or a created/sent Secure Document Sharing session. Drafts cannot be added.
2

Select Add to My Project

Select Add to My Project. In the popup, choose Existing project to search and select a project, or New project to create one there.
3

Confirm the project

Select Add to project or Create & add. After success, the item’s My Project link opens that collection.
An item can belong to only one of your projects. If it is already included, use the displayed project link; adding does not create a second copy.

View items and status

Open a project and select My Request, Document Sign, or Secure Document Sharing. The list shows each item’s name/reference, status and creation time. Select its name or View details to open the original page and your permitted actions. Project status follows the original item. Grouping items does not complete approval, signing or operational work. Times follow the organization timezone.

Ownership and access

  • Eligible requests are your own non-Draft submissions.
  • Document Sign uses standalone packages you own or hold through an authorized handover; documents signed inside a request remain accessible through that request.
  • Secure Document Sharing follows current session ownership/custody.
  • Owner and Admin roles do not automatically expose another user’s private projects or files.
If ownership or access changes, an item may disappear from its former project. A project does not retain revoked access or keep a hidden document copy. If the add button is missing or adding fails, check the non-Draft status, item ownership, active organization, and whether the item already belongs to a project. Reload if it changed in another tab. See requests and revisions, Document Sign, and Secure Document Sharing.