Common Platform “How-To” Questions

Q1: How do I start a new research or literature monitoring project?
A: From the dashboard, click “Create Project.” Choose the workflow (e.g., Literature Review, Regulatory Submission) and fill in required details. For detailed guidance, see the “Getting Started” article in the Knowledge Base.

Q2: How do I invite a collaborator or team member?
A: Within your project, go to the “Team” tab and click “Add Member.” Enter the user’s email and select their access role. They will receive an email invitation.

Q3: Where can I access or export my project reports and reviews?
A: Use the “Reports” or “Reviews” tab inside your project workspace. Click the download button (PDF or Excel). Closed reviews are also available via the “Reviews” tab and can be exported at any time.

Q4: How can I integrate my internal data or connect APIs?
A: Go to “Integrations” under your user settings. Follow the step-by-step guide to link your external systems using the provided API keys and documentation.

Q5: Where do I find release notes or product updates?
A: Visit the “Announcements” section in the Knowledge Base or opt in to release update notifications under your profile!