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Use this to save records from the search you have just done, so that they can be easily accessed at a later date. A Collection is a virtual reference to records grouped in a particular way, using a folder hierarchy. 

This page describes:


Adding records to an existing collection

To add records to an existing collection:

  1. When viewing search results, tick the check box next to the item(s) to be saved in a collection
  2. Click Add to collection in the Actions menu
  3. A pop up Window opens:


     

  4. Click on the name of the collection to which the selected records are to be added
  5. Click the Add button to add the records to that collection

The collection will now appear in the list of collections displayed under the My Account (old) tab.

Adding records to a new collection

To add records to a new collection:

  1. When viewing search results, tick the check box next to the item(s) you wish to be saved in a collection
  2. Click Add to collection in the Actions menu
  3. The popup window opens:


     

  4. Click Create new collection at the bottom of the window
  5. The system prompts for a new collection to be described:


     

  6. Enter a name for the collection
  7. By default the collection is not shared - to share it:
    1. untick the "Do not share" check box
    2. choose to share the collection with specific users, access permissions or user groups - specify as required and click the Add button
    3. the selected user group appears:


       

    4. to remove the group, click the X next to the selected group
    5. allow the users to edit the collection by ticking the "Allow edit" checkbox
  8. When the collection name and sharing options have been set, click OK to finish
  9. The new collection appears in the list of collections. Click on the new collection and then the Add button to add the records to that collection

 

The collection will now appear in the list of collections displayed under the My Account (old) tab.


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