Collections

Introduction
Add, Manage and View Documents

You can Add (Ingest) Documents from the Add Documents tab or use the Harvester feature.

Once documents are added, they are automatically ingested and stored in a Collection.

The documents can be viewed from the Documents tab, where you can Manage Documents or select a document to view in the Documents pane.

Open a Collection

When you select the Collections tab, the Manage Collections pane is displayed. Clicking on a Collection Name opens that Collection, displaying a list of the documents stored in that Collection.

On the Manage Collections pane, you can also create, copy, import, export, rename, reprocess and delete Collections. See Manage Collections.

Once a Collection has been selected, four panes are available.

  • Once a Collection has been opened, the Document Collections pane is collapsed. This pane allows you to Manage Collections, including opening, creating, renaming, importing, exporting and deleting collections.

  • The Manage Documents pane allows you to manage documents, including adding, opening, reprocessing, renaming, exporting and deleting documents. See Manage Documents.

  • The Document pane allows you to view and edit a selected document. See Documents.

  • Ontology Section pane lists the Ontology currently applied to the documents.

Collections tabs

Below is a summary of each of the tabs displayed:

Collections Toolbar
Ontology pane