Creating Collections
To organize your content, use collections to group together documents that have different classifications, departments, organizations, or users.
- In the left navigation pane, click Collections.
The Search Collections screen appears.
- Click Add Collection.
The Add Collection window appears.
- In the Classification field, enter or select a temporary placeholder classification that has a Collections icon () next to it.
Based on the classification selected, the subsequent fields adjust to show the configured fields for that classification. - Once the classification is chosen and the index fields reflect your selection, enter information in the remaining fields.
- Click Save.
In the Search Collections window, the collection appears with the name you chose. Documents can be added to this collection.