The Kerika Wizard shows up automatically whenever you want to create a new Project or extend a shape to become a new Idea Page:

Give your new Project a name, and, if you like, a description. (The description will be saved as a Note to the Project.). Next, the Kerika Wizard asks whether you would like to use a Template to jump start the project, or whether you would like to add a document:

If you decide to add a document, the Wizard brings up your computer's regular dialog box for selecting files: you can use it to select a file that gets added to the new Project. On the other hand, if you decide to use a Template, the Wizard helps you pick a Template:

You don't have to rely upon the Wizard to set up your Projects: you can quit at any time and use the Project Tools if you just want to sketch out your Project in a free-style way, or you can drag and drop files onto your new Project to quickly import a bunch of documents.