Organizing Files into Collections
- Mojib Javadi
- Omer Kleiner
When working with Project files in the Core, it can be useful to organize them in temporary or permanent views to help find them more easily. A Collection gives Project members the flexibility to create their own virtual groups of Project files from any number of Core folder locations. Similar to a music playlist, a Collection establishes a reference to the file(s) without moving or copying the actual files themselves. Adding a Collection to your Favourites gives you quick access to it from your Dashboard page.
Instructions
Creating an empty Collection
Navigate to the Project’s Core File Explorer .
From the Left navigation menu, click Collection.
Enter the Collection name and click Save.
The new Collection will appear in the left File Explorer navigation menu.
Add files to a Collection
Navigate to the Project’s Core File Explorer .
Select one or more files and/or folders by clicking the checkbox beside each one (or use the select all checkbox), then click Add to Collection in File Explorer menu.
Choose one of following options:
Select an existing Collection and click Add to Existing Collection.
Click + Create New Collection, enter the name for the Collection, and click Create New Collection. The Collection is created and the selected files added to it in one step. The new Collection will appear in the left File Explorer navigation menu.
Removing files from a Collection
Click the name of the Collection in the left File Explorer navigation menu to open it.
Click the checkbox beside the file(s) to be removed, then click Remove from Collection in the File Explorer menu.
Removing a file from a Collection does not remove the file from the Core folder where it is stored.
Deleting or renaming a Collection
Click the name of the Collection in the left File Explorer navigation menu to open it.
Click either the Delete or Rename tool in the File Explorer menu.
Deleting a Collection does not remove the files from their Core storage folders.
Considerations
Collections can only be created with Project files from the Core.
Collection names cannot exceed 20 characters.
A file can be added to one or more Collection(s).
Adding or removing files in a Collection does not change the file's storage location or data lineage.