Create a document collection

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • A document collection is a set of individual documents. After documents have been uploaded into Managed Documents, organize the documents by grouping them into collections.

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    手順

    1. Navigate to All > Managed Documents > Document > My Collections.
    2. Select New.
    3. Enter a Name.
    4. オプション: Enter a Description.
    5. Click Submit.
    6. Click the name of the collection that you created.
    7. Click Edit.
    8. On the left, double-click an available document or select a document and click Add.
    9. Click Save.
      The Document Collection page displays and the individual documents in the collection are listed.