Document Collections

REQUIRED FIELDS FOR COLLECTION

Name

Process:

This page displays the Active Collections. There are options to view the Inactive collections, perform an advanced search, to export data and to add new collections.

EDIT/VIEW

Locate the document and click Edit and new page opens the name and description. Click on Files and any document that has been uploaded will appear, click Edit to see detailed information about the file.

ADD

Click  +Add New Collection   and a new page opens, complete the required fields   Save  and a message displays The record was saved successfully and the Active collection page opens. To upload a file to the collection click on Edit then select Files, click on   +Upload New Document.   Complete the fields and click  + Add File to upload a file from the hard drive when finished click   Save.   

DEACTIVATE

Locate the collection, click Edit and a new page opens the collection information. Click on Deactivate and the system prompts Are you sure you wish to deactivate this collection? Click   Cancel   to return or   Deactivate   and a message displays The record was deactivated successfully.