Create a Document Collection

Background

Document Collections allow you to group documents together for easy access. Collections can be:

• Personal: My Collections

or

• Public: Published Collections

Personal Collections are only visible to the person who created them.

Published collections, on the other hand, are accessible to anyone in the facility. Published collections can be accessed via the Facility Homepage, as well as the Documents Module.

Required User Permissions

All users can create Personal Collections. Only Facility Administrators can Publish Collections.

Steps

1. Navigate to the Documents Homepage.
2. Use Document Search to find the documents you’d like to add.
3. Select at least one Document by checking the box next to its title. You can also use ‘select all’ to select all search results. Note: Selected Documents will stay selected even if you change the search terms.
4. Click ‘Collections’.
5. Click the ‘+’ sign.
6. Type the name of the Collection.
7. Click the tick to confirm.
8. A confirmation message will appear.
9. Click 'Save'.

Additional Information

Collections must be made in My Collections before they can be published.

At least one document must be selected to Create a Collection. More Documents can be added at any time.

Only the creator of the Collection can un-publish and edit it.

If a Published Collection contains project-specific documents, users will only see documents from projects they have access to.