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 Collections ribbon, click Add to Collection. The ADD TO COLLECTION  dialog box appears.
2. On the CREATE NEW page, type a name in New collection .
3. Click OK.

To add documents to an existing collection:

1. In any view, in the results pane, select one or more documents and then in the Collections ribbon, click Add to Collection. The ADD TO COLLECTION  dialog box appears.
2. On the EXISTING page, select the name of the collection that you want to add the selected documents to and then click OK.

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. 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.