> Make a Collection

Overview

The Save as Collection feature enables users to group and store frequently used sources for easy access. This functionality helps streamline research, collaboration, and workflow efficiency by organizing related materials into collections.

How to Make a Collection

1. Attaching Sources

• Attach the required sources: Files, text, links, websites, and connected apps.
• Review the summary of the attached sources to ensure accuracy and completeness.

2. Save As Collection

• Click the "Save as Collection" button.
• Enter a name for the collection for easy access.
• The saved collection will be available in the Resources section.

Accessing Collections

• Open the left sidebar and navigate to Resources.
• Click on the Collections tab.
• A list of collection folders will appear.
• Manage folders and files from this section.

Update a Collection

• Open a collection folder
• Add or delete sources from the collection.

Benefits of Attaching Sources

• Easy Access: Quickly retrieve frequently used sources without re-uploading.
• Enhances Organization: Keep related sources grouped together for seamless reference.
• Streamlines Workflow: Reduces the need to search for documents repeatedly.
• Collaboration Ready: Share collections with team members for smooth project management.

By utilizing the Save as Collection feature, users can optimize their document organization and enhance productivity in research, documentation, and collaboration.