Adding documents to a collection

There are several methods of adding documents to a collection in Opus 2 Platform.

1. Selecting documents in the Documents page.

2. Drag and drop in the Documents page.

3. Add linked documents to collection from a worksheet.

4. From the Document Viewer.

Method 1

1. Navigate to the Documents page.

2. Select the documents that you wish to add to the collection or collection section.

3. Select Actions > Add to collection.

4. Select the destination collection. 

5. Select Include linked documents only if you wish to add linked documents for the linked documents.
6. Select Document families if you want to add the rest of the document family members to the collection.
7. Select Apply.

The documents are added to your chosen collection.

Method 2

1. Navigate to the Documents page.
2. Select the documents that you wish to add to the collection or collection section.
3. Select the selected documents button (turquoise version shown below) and drag it to your chosen collection.

The documents are added to your chosen collection.

Method 3

1. Navigate to the worksheet of your choice, for example Chronology.
2. Use the checkboxes to select event records for which you want to add linked documents to the collection.
3. Select Actions > Add documents to collection.
4. Select the document type field you want to add the documents from - in this case, Highlighted Text or Sources. 

5. Select the collection to add the linked documents to.

7. Select Apply.

You see a message saying Added N documents to collection.

The documents linked to the selected records are added to your chosen collection.

Method 4

1. Open a document in the Document Viewer.
2. Select the 3 dots kebab menu > Actions > Add to collection.

The document is added to your chosen collection.