About Collections

A collection is like an address book for locations that you need to file to i.e. it contains a list of folders with friendly names.

You can organise your folders into different collections one for your Clients another for your Office Administration etc.

An important aspect of collections is that they can be shared with your colleagues and any changes will be kept in sync for everyone.

From a user aspect a collection can be unloaded, so that you won't see the locations when filing or searching. See Load and unload a collection

 

Collections can be created manually or by discovery

When should I use manually created collections?

These are suited for filing locations that once setup rarely need changing, or when a collection is for personal use, or used by just a few e.g. for company finances etc.

Use manually created collections and locations if the time to discover locations is excessive.

See Manually create a new collection and Add a manually created collection

 

When should I use discovered collections and locations?

Discovered collections are suited where the filing location is at the same level in the folder hierarchy for all your client or project folders and new ones are created on a frequent basis.

Whenever a new client or project folder is created and if the user has sufficient access, it will be automatically discovered and available to file to and search. For more about discovered collections see Discovered collections and locations

 

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Also see:

Managing your collections

Sharing collections