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Create a document collection

Create a document collection

A document collection is a set of individual documents. After documents have been uploaded into Managed Documents, organize the documents by grouping them into collections.

  1. Navigate to Managed Documents > Document > My Collections.
  2. Select New.
  3. Type in a Name.
  4. (Optional) Type in a Description.
  5. Click Submit.
  6. Click the name of the collection you created.
  7. Click Edit.
  8. On the left, double-click an available document or select a document and click Add.
  9. Click Save. The Document Collection page displays and the individual documents in the collection are listed:
    Figure 1. Document collection
    Document collection