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Project settings give project admins a project‑level view of configuration for a single Epiq AI project. From here you can manage people and access, define metadata and review structures, organize tags, and monitor system operations for that specific project. Only users with an Owner or Admin role for the project can view and change project settings.
Note: Owner and Admin users can also manage contacts, team membership, metadata fields, tags, and annotation fields from Admin settings. Admin settings apply at a broader level. Project settings apply only to the currently selected project.
Project settings are organized into tabs. Each tab focuses on a specific area of project configuration.

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Overview

The Overview tab shows core information about the project, such as the project name, description, type, and other identifying details. Use this tab to review the basic setup of the project and confirm that key information is accurate.

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Contacts

The Contacts tab lists the main people associated with the current project. From this tab, project admins can:
  • Add contacts to the project
  • Review existing contacts
Use this tab to make sure stakeholders and escalation points for this project are visible and easy to find.

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Team

The Team tab defines who can access the current project and what they can do. From this tab, project admins can:
  • Add users to the project
  • Remove users from the project
  • Manage user access by assigning or updating project roles
Use this tab when you need to control who can see project content, perform reviews, or manage configuration within this project.
Note: You can also add users and manage access from Admin settings, which may affect multiple projects depending on your configuration. Changes in Project settings > Team apply only to the current project.

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Metadata fields

The Metadata fields tab controls the structured information available in the project. From this tab, project admins can:
  • Add new metadata fields for the project
Use metadata fields to support:
  • Filtering and searching
  • Reporting
  • Workflow rules or review organization
All metadata field changes on this tab affect only the current project.

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Tags

The Tags tab manages how content is grouped and labeled for this project. From this tab, project admins can:
  • Create tagging panels
  • Create and organize tag groups
Use tags when you need flexible, user‑applied labels for organizing documents, grouping review decisions, or tracking themes and issues within the project.

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Annotation fields

The Annotation fields tab defines the structured inputs reviewers can apply during analysis or review in the project. From this tab, project admins can:
  • Create annotation fields
  • Create tagging panels for use with annotation workflows
Use annotation fields when you need reviewers to capture consistent, structured data (for example, issue codes, decisions, or custom review attributes) in this project.

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Background jobs

The Background jobs tab surfaces system operations that run behind the scenes for the project. From this tab, project admins can:
  • View operations that have run or are currently running in the background for the project
Use this tab to monitor processing activity and understand whether key operations have completed for the current project.