BlueCielo Meridian Enterprise 2012 User's Guide | BlueCielo ECM Solutions

You are here: About searches > Working with collections > Creating a collection

Creating a collection

You create a collection by first searching for documents.

To create a collection:

  1. Execute a search using Find as described in Using Find.
  2. To save the results as your My Search Results static collection, click Save. The documents may then be manipulated in the Navigation view instead of in the Find dialog. The collection is created if it does not yet exist or is overwritten if it does exist.

    To add the results to your existing My Search Results collection, click the arrowhead and select Add to My Search Results or Add to My Search Results and close.

    Note    Individual documents and folders may also be added to your existing My Search Results collection by clicking Add to My Search Result on the document shortcut menu.
  3. To save the results as a new static or dynamic collection with a different name or to add or remove it from it an existing static collection, click Save As. The Save Search dialog appears.
  4. Select options using the descriptions in the following table.

The following table describes each option of the Save Search dialog.

Saved search options
Option Description

Create static collection with name

Enter a descriptive name for the new collection.

Create dynamic collection with name

Enter a descriptive name for the new collection.

Available for all users

Enable this option to make this collection available to other users, to select it as the scope of a report definition, or as a starting page for read-only Web Access users.

Advanced

Displays additional options to add or subtract the results from an existing static collection. Enabled only if one or more static collections exist.

  1. Click OK to save the collection.

Tip    Collection views can be filtered and manipulated like other Navigation views as described in Working with Navigation views.

Related concepts

About searches

Working with collections

Related tasks

Configuring a dynamic collection

Deleting a collection

Using Key Find

Using Quick Find

Using Find

Related information

Name Type options

More Criteria options

Object types options

References options

Search Settings options


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