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Collections page

Share documents, download documents in ZIP file

Julien Benoit avatar
Written by Julien Benoit
Updated over a week ago

You will be able to find documents collections as a sub page to the documents page.

See a short video about documents collections here

The following topics will be described in this article:

With document collections you will be able to:

  • Create a set of documents from multiple folders.

  • Share documents with project members and external users, letting them download the set to a zip file with one simple click.

  • Set project members as followers to a collection

New item actions

You will be able to find the New collection button on the top right


​New collection

When you make a new collection you will be asked to fill out the following dialogue.

Name

To make a collection it has to at least have a name.

The description and documents can be configured before submitting but can also be edited after the collection is submitted.

Add documents

To add documents click on the add documents button.

Submit

When you submit your collection you will be taken to the collections collection page.

The collection will be a private collection that only you can see.

You will still be able to edit this collection before sharing it with the rest of the project.

Adding documents to collections

Before finalizing or creating the collections, document scan be added.

The Add published revision menu can look something like this:

In this menu documents can be added to a collection.

Note: It is only possible to add selected documents from one folder at a time

Documents can either be selected one-by-one or the checkbox top left can be clicked to select all documents in the folder.

By adding documents multiple times documents from different folders can be added to a collection.

If your collection is shared with the project, followers of the collection will get a notification that documents have been added.

Name

the icon, name and path of the document or folder

Revision

The revision number of the latest published revision is displayed by default.

If there are multiple revisions in the document you can click the revision number to select a different revision.

Status

The status of the latest published revision is displayed here, even if you have selected a different revision.

Uploaded by

The uploader of the latest published revision is displayed here, even if you have selected a different revision.

Search and filter

Click here to see what options you have when filtering on the collections page.

Collections list

This is what the collections list can look like:

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