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Set up your first project

This 5-10 minute guide walks you through creating a client, project, and getting documents into your Workspace.

Step 1: Create a client​

Clients are top-level folders that group all projects for a single entity (company, organization).

  1. Click Clients in the sidebar
  2. Click New Client
  3. Enter the client name (e.g., "Acme Corp")
  4. Click Create
Already have a client?

If your team has already created the client, skip to Step 2.

Step 2: Create a project​

Projects contain all documents, tests, and extractions for a specific engagement.

  1. Open your client
  2. Click New Project
  3. Enter a project name (e.g., "FY2025 Audit")
  4. Click Create

You'll land on the project overview page.

Step 3: Add documents to your Workspace​

The Workspace is where you organize the documents you'll use for testing and extraction. Choose one of these methods:

If your organization has SharePoint integration configured:

  1. Go to Workspace in your project
  2. Click Connect SharePoint folder
  3. Navigate to the folder containing your documents
  4. Select the folder and confirm

Moby will sync the folder structure and documents automatically. New files added to SharePoint will appear in your Workspace.

SharePoint not available?

SharePoint integration must be configured by your organization admin. See SharePoint integration for details.

Option B: Upload files directly​

  1. Go to Workspace in your project
  2. Drag and drop files, or click Upload
  3. Wait for processing to complete

You're ready!​

Once your documents appear in the Workspace, you're set to: