Creating and editing a collection

You create a collection in Web Access as a new, empty list to which you add documents.

To create a collection:

1. In the Vault group on any context menu, click Create Collection. The New Collection  dialog box appears.
2. Type a name for the new collection and press Enter.

To add documents to an existing collection:

1. If a navigation view is shown, select the documents that you want to add to the collection.

2. In the Vault group on the Document or Selection context menus, click Add to Collection. The Choose Collection dialog box appears.

   OR

   If you are viewing the property pages of a document, on the Document menu, click Add to Collection. The Choose Collection dialog box appears.

3. In the collection list, click the name of the collection to which you want to add the selected documents and click OK. The documents are added to the selected collection.

Note    Adding 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. In the Vault group on the Document or Selection context menus, click Remove from Collection. The selected documents are removed from the active collection.