Adding an Existing Document to a Collection

You must add the document to the system before you can add it to a collection.

  1. In the left navigation pane, click Documents.
    The Search Documents screen appears.

  2. Locate the document you want to add to a collection.

  3. Once the document appears in the search results, click the Actions menu for it.

  4. Click Add to Collection.
    The Select Collection window appears.
    Select Collection Window

  5. Click the correct collection, and click Select.
    The window closes and the document is added to the collection.

  6. To confirm the document was added to collections, click the Actions menu, and click View Collections.
    The Document Collections window appears with the collection name listed.