Skip to main content
You can add a collection to organize documents within a project. To add a collection, complete the following procedure.
  1. In the Project space menu, select Collections.
  2. Click New Collection.
  3. In the Create a collection dialog box, enter the required information:
    • Name. Enter a descriptive name for the collection.
    • Description. Optionally describe the purpose or contents of the collection.
    • Collection type. Select the appropriate type from the dropdown list.
  4. Select Create.
The collection is added to the project and is ready for document uploads, tagging, and workflow actions.