Adding New Collection

Follow the given procedure to add a Collection in the Collection list:

1. Click  (Add New Collection button) present at the top of the Collection Home screen. The Create Collection window appears. The Collection Information tab is displayed by default. This is shown below, 

1. Enter the Collection number and the Collection name in the Number and Collection Name text boxes respectively.

2. Click  (Calendar icon) to select the Collection Start Date from the calendar displayed.

3. Enter the description of the Collection in the Description text area.

4. Enter the Collection address in the Collection Address text box.

5. Enter the Collection location in the City text box.

6. Enter the zip code of the city in the Postal Code text box.

7. Select the state from the State drop-down list.

8. Select the country from the Country drop-down list.

9. Enter the Default Email of the collection, this email is used for syncing emails from outlook using the 'Outlook plug-in' app.

10. Tick the Add to Favorite Collection checkbox to add the newly created Collection under the Favorite category. The Collections will get included in to that section automatically.

2. Click Invitation Message tab, the screen appears. If you want to write any invitation message, enter the message in the Collection Invitation Message text area. This  message will be send by default to the Contact when that Contact is given Collection access.

3. Click Settings tab to choose folder sorting option and enable hyperlink preview navigation

• Select the 'Folder sorting option' as either ‘Manually organized’ (you can manually move folder up & down along the folder structure, which means, you can move folders from top to bottom of the folder tree structure or vice-versa using the [Change folder sort] button) or ‘Alphanumeric’ (folders are sorted on the folder tree structure as per their names, which means, folder names starting with ‘A’ will come first and folder names started with ‘Z’ will come last) or ‘Create date’ (folders are sorted as per their date of upload or date of creation, which means the uploaded or created first will be at the top of the folder tree structure just below the project root folder).

• Uncheck the checkbox ‘Enable hyperlink preview’ to skip the ‘Hyperlink navigation preview’ pop-up box. The ‘Hyperlink navigation preview’ occurs after you click on a saved hyperlink annotation (drawn on the source document in the application Viewer). After the preview opens, you can click the preview to reach the destination document (open the destination document in the Viewer). If you skip the preview, then after clicking the hyperlink the preview will not appear and you can directly navigate to the destination document.

4. Click Collection Owner tab, the screen appears. The Collection Owner info will be displayed. The owner name, contact info and address will be displayed under this tab. Collection owner is basically the currently logged in user who is creating the Collection.

5. Click Account Team tab, the screen appears. The account team names present in the application will appear. Click on the team name link to view the account members associated with the respective team. Also, tick the checkboxes beside one or more team to make the currently created Collection accessible by team members of the selected teams.

6. Click Save New Collection & Close to save the new Collection. A confirmation message is displayed at the top of the window approving the successful Collection creation and the window will be closed automatically.

• Alternatively, click on Close button to exit without saving the Collection.

Links:

Accessing & Understanding Collection Home Screen

Modifying Collections

Searching Collections

Exporting Collections

Viewing Activity Reports