Minimum Software Version8.14.3
Solution(s)Cases International ✓ Cases US ✓ Institutions ✓ Counsel ✓
A collection is a group of documents which can be annotated and managed without changing the actual document in the Folder section. For example, a bundle can be represented by a collection. A bundle is a formal group of documents which are numbered and easily referenced.

To create a collection:

  1. Select the + symbol alongside Collections.

    Plus sign alongside Collections
           
             The Create collection dialog box opens.

  1. Name: Name the collection with a descriptive name (example: Transcripts Johnson vs Edmund).
  2. Accessible to: You can setup who has access to your collection. The default is All project users. You can choose multiple options from the dropdown lists, including users and groups that exist in your project.
  3. Colour: Choose the colour of the icon.
  4. Number sections or documents: Switch on to enable section and document numbering. Choose from the following options:
    1. Collection number:  Add the number to use for your collection and add a delimiter to be used after the collection number. The default is set to a forward slash /.

    2. Sections: The default setting is Manual. Select Sequential to setup automatic numbering of the sections (example: 1, 2, 3 or A, B, C).

    3. Documents: The default setting is un-numbered. Select Sequential to ensure the numbering of your documents is automatic and follows the changes you make to the structure. The number follows the collection number and the delimiter you have specified.

    4. Inserted documents: If you lock a numbered collection, then insert a new document by dragging it into the collection, the new document is regarded as an inserted document. For example, if a collection is numbered A/1, A/2, A/3, an inserted document could be A/2.1 if inserted between A/2 and A/3. For more information go to Document collections.

    5. Collection number length:  Choose unrestricted or 1-9 digits for the length of the collection number.

    6. Pages within documents:  Page numbers for document pages can be set in different ways:

      • Continue counting across documents: The page numbering continues across your documents, renumbering automatically if you add documents or make changes to your collections structure.

      • As defined on the document: Uses the page numbers that already exists in the document.

    7. Pages of inserted documents: Go to Document collections.

  1. Default stamps: Select Select and choose from the stamps available in your project.

  2. Annotations: You can choose how to store your annotations. Select from:

    • Apply to source document: All annotations are saved and made available to the folder and any collections that the document is linked to. You can apply additional access controls.

    • Apply to collection item only: Annotations are saved so that they are only visible in this collection. A user viewing the document in the folder or another collection does not see these annotations.

  3. Document types: If Document Types are set up for your project they appear here in a drop-down list for you to select from.

  4. Select Save to complete the process.

Copy the structure of a collection

To save time, you can copy the entire structure of a set of collections. The copied structure includes all the settings but no documents.

  1. Select the 3-dot kebab menu alongside the collection structure that you wish to copy.
  2. Select Copy structure. 
  3. The copied collection structure appears next to the original in the Collections area.


Related articles

Document collections

Exporting a collection with a custom sort order

Notifications on Collections