Create a document collection

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.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Navigate to All > Managed Documents > Document > My Collections.
2. Select New.
3. Enter a Name.
4. Optional: 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.