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.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Navigate to All > Managed Documents > Document > My Collections.

2. Select New.

3. Enter a Name.

4. Enter a Description.

5. Click Submit.

6. Click the name of the collection that 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.

Parent Topic:Create a document