In the realm of file organization, Collections provide a practical solution to categorize cabinets, drawers, folders, or files according to specific criteria. This approach enables users to group relevant items for easier access while preserving the original file hierarchy. By utilizing Collections, individuals can streamline their workflow and enhance their productivity by quickly locating the necessary files.
Navigating to Collections
Accessing collections is possible through three distinct methods:
Firstly, via the Home Page. To do so, navigate to the Home Page and locate the 'Favorites' section, situated on the right-hand side of the screen.
Secondly, through the Documents Page. Begin by expanding the navigation bar on the left-hand side of the screen and selecting 'Documents'. Next, select 'Favorites' from the top of the left pane.
Lastly, via the All Features Menu. Expand the left-hand navigation bar and choose 'All Features'. Next, under the 'Documents' category, select 'My Favorites'.
How to Create New Collections
To initiate the creation of a new collection, first navigate to the 'Documents' tab in the left-hand navigation menu. Once you have located your documents, right-click on a cabinet, drawer, folder, or file located in the central pane. Next, hover over the 'Add to Collection' option and select 'Create New Collection' from the dropdown menu. This action will prompt a new window to appear, where you can assign a name to the newly created collection. Once you have designated a name for the collection, click on 'Save'. A confirmation message will appear to indicate that the new collection has been successfully created, and the item you selected has been added to it.
Adding Items to a Collection
To include items in a collection from your Documents page, you may perform a right-click on an item located in the center pane and select the option "Add to Collection". This will prompt you to either add the item to an already existing collection or create a new collection. Following the selection of the collection, a confirmation message will notify you of the successful addition of the item to the chosen collection. Please note that items added to the collection that are marked as your ‘favorite’ will have a heart icon next to the item icon.
Removing Items from a Collection
To remove items from a collection, please follow these steps: navigate to your collections, choose the desired collection, right-click on the item in question, and select the 'Remove From Collection' option. After, select the collection from which you wish to remove the item. Please note that you may need to refresh your view before witnessing the successful removal of the item from the collection.
You can also remove items from your collections by navigating to the items in the center Documents pane, right-click on the item, and select the 'Remove From Collection' option. After, select the collection from which you wish to remove the item.
Managing Collections
To manage your collections first navigate to your collections. Once you are at your collections you can right-click individual collections and have the options of 'Make Favorite Collection', 'Edit', and 'Delete'. Please note that your currently "favorited" collection will only give you the option to 'Edit' or rename the collection.
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