Manage Collections

1. Open the project you want to create a collection in.
2. Do one of the following:
   • To create a collection from the Collections tab, click Collections from the Main Navigation Bar , and go to the Create section as shown in the following screenshot:

     

   • To create a collection from the Overview tab, click Create a Collection. The Create a new Document Collection dialog displays:

     

3. From the Ingestion Configuration dropdown list select the ingestion configuration you want to apply to the collection.

To open the Configuration screen in a new tab (where you can view and modify ingestion configurations), click the open icon beside the field.

4. In the Collection Name field enter a name for the collection.
5. To add security to the collection click No additional security. Enter the user names and /or groups allowed to view and modify the collection, then click Apply.
6. Click Create.

If you created the collection from the Collections screen, the collection is created and opened.



If you created it from the Overview tab the collection is created but not opened.



7. To add documents to the collection see Add (Ingest) Documents .

As collections are available in a project, you must import the project to import its collection. See Import a Project for more information.

After importing the project, you can however, copy or move the collection to other projects.

Open the project that contains the collection, and do one of the following:

• On the Main Navigation Bar select Collections, then select the collection you want to open.



• Select a project and from the Overview tab, then select the collection you want to open.

The collection is opened on the Collections pane. To add documents to the collection see Add (Ingest) Documents .

Sintelix enables you to copy collections and save them in the same project, or a different project.

To copy a collection to the same project:

1. Go to the either the project’s Overview tab or the Collections pane.
2. Select the Copy icon beside the collection. Make sure the Same Project option is selected.
3. Enter a name for the copy.
4. Add security permissions, if necessary.
5. Select Copy.

To copy a Collection from another project:

1. Open the project you want to copy the collection to, then go to either the projects' Overview tab or the Collections view.
2. Check Show configurations from all projects.
3. Select the Copy icon beside the collection. Make sure the Other Project option is selected,
4. Enter a name for the collection.
5. Add security permissions, if necessary.
6. Select Copy.

To copy a Collection to another project:

1. Open the project you want to copy the collection to.
2. Check Show collections from all projects.
3. Select the Copy icon beside the collection.
4. Check the Other Project option.
5. Select the project you want to copy the collection to.
6. Enter a new name for the collection, if necessary.
7. Add security permissions if necessary.
8. Select Copy.

1. Open the project that contains the collection you want to rename.
2. Do one of the following:
• On the Main Navigation Bar click Collections, then click the Rename icon beside the collection you want to rename.



• On the project Overview tab click the Rename icon beside the collection you want to rename.



3. Enter the new name for the collection then click Rename.

To move a collection to another project:

1. Open the project that contains the collection you want to move.
2. Go to either the project’s Overview tab or the Collections screen.
3. Click the Copy icon beside the collection you want to move.



4. Make sure the Other Project option is selected.
5. Select the project you want to move the collection to.
6. If necessary, enter a new name for the collection.
7. Add security permissions, if necessary.
8. Click Move.

When you delete a collection you cannot undo the action.

To delete a collection:

1. Open the project that contains the collection you want to delete.
2. Do one of the following:
• On the Main Navigation Bar click Collections, then select delete beside the collection you want to delete.



• On the Overview tab select the Delete icon beside the collection and click it to Delete.