BlueCielo Meridian Enterprise 2017 User's Guide

Creating and editing a collection

You can create a collection as either a new, empty list or from the results of first searching for documents.

Note    Use caution when creating collections in one time zone that may be viewed in a different time zone. If the search is based on criteria that includes a literal date comparison, the collection may show unexpected results. This is because of the difference in time zones between where the collection was created and where it is viewed. Date comparisons that use variables like %CURRENTDATE% are not affected.

To create an empty collection:

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

To create an empty collection:

1. On the Vault menu, click Collections. The Collections in <VaultName> dialog box appears.
2. In the toolbar, click the New static collection button . A collection named New Collection is added to the list and the name is editable.
3. Type a name for the new collection and press Enter.

To create a collection from search results:

1. Run a search using Find as described in Understanding Find Documents.
2. To save the results as your My Search Results static collection:
   • Click the Search Results icon . 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.
     
3. To save the results as a new dynamic collection with a different name:
   1. If the Properties page is not visible, click Search Results in the navigation view to show the current search criteria.
   2. Click options or type values using the descriptions in the following table.
4. Click SAVE. To open the new collection for further editing, click EXECUTE.

To edit the criteria of an existing collection:

1. Open the collection from which you want to remove documents as described in Viewing a collection.
2. Click the collection name in the navigation view to show the current search criteria.
3. Click Edit.
4. To remove a criterion, deselect it in Current criteria.
5. To add a criteria, click options or type values using the description of Add criterion in the preceding table.
6. Click OK.

To create a collection from search results:

1. Run 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 box appears.
4. Click options or type values using the descriptions in the following table.
5. Click OK to save your changes.

To add documents to an existing collection:

1. Run a search using Find as described in Understanding Find Documents.
2. Select the documents that you want to add to the collection.

3. In the context menu, point to Selection and then click Add to Collection. The Add to Collection dialog box appears.

   OR

   In the Search ribbon, in the Collection group, click Add to Collection. The Add to Collection dialog box appears.

4. 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 add documents to an existing collection:

1. Select the documents that you want to add to the collection.
2. On the Document menu, click Add to Collection. The Collections in <VaultName> 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.

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 context menu, point to Selection and then click Remove from Collection.

   OR

   In the Search ribbon, in the Collection group, click Remove from Collection.

   The documents are removed from the 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. On the Document menu, click Remove from Collection. The selected documents are removed from the active collection.