BlueCielo Meridian Explorer 2017 User's Guide

Creating and editing a collection

You create a collection from a selection of documents. You can also add documents to an existing collection.

To create a new collection:

1. In any view, in the results pane, select one or more documents and then in the Review ribbon, click Add to Collection. The ADD TO COLLECTION  dialog box appears.
2. In the menu, click CREATE NEW. The collection options appear.
3. Click options or type values using the descriptions in the following table.
4. In the menu, click OPTIONS. The collection options page appears.
5. Click options or type values using the descriptions in the following table.
6. Click OK. The selected items are added to the collection.

To add documents to an existing collection:

1. In any view, in the results pane, select one or more documents and then in the Review ribbon, click Add to Collection. The ADD TO COLLECTION  dialog box appears.
2. In the menu, click EXISTING. The list of shared collections appears.
3. Select the name of the package that you want to add the items to.
4. In the menu, click OPTIONS. The collection options page appears.
5. Click options or type values using the descriptions in the preceding table.

6. Click OK. The selected items are added to the collection.

   Note    Creating new documents while viewing a collection also adds the documents to the active collection.

To remove documents from an existing collection:

1. Open the collection from which you want to remove documents as described in Viewing a collection.
2. Select the documents that you want to remove from the collection.
3. Right-click over the selected documents and in the context menu, click Delete from <CollectionName>.  A confirmation dialog box appears.
4. Click YES. The selected documents are removed from the collection.