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Collections and My Files

    Manage your Collections

    • Updated

    To maintain your competitive edge, it's crucial to consistently refine and refresh the Collections you've created. By continually adapting and enhancing your customized Collections, you'll ensure they remain relevant and compelling. This proactive approach ensures that your content is up-to-date and easier to share with both existing customers and potential prospects.

    Key features

    • Reorganize content in your Collections in the order you like
    • Duplicate, rename, and delete Collections

    You need this to succeed

    • A Collection
    • Your favorite device

    Choose your success platform


    iOS
    Android
    Windows Desktop
    Web App

    See how it's done on iOS

    You can see your latest Collections by tapping the Content button. 

    Reorder Content in a Collection

    1. To open Collections:
      • on an iPad, from the sidebar navigation menu tap Collections.
      • on an iPhone, tap the Content tab, then select Collections.
        collections_on_ipad_side_nav.png   iphone_collections_ios_18.png
    2. To sort your Collections, tap the view icon and select Name to sort alphabetically by name or Date Modified to sort the Collections by how recently they were modified. 
    3. Select a Collection to arrange the content within.
      Press and hold the document you want to reorder. Drag and release to the position of your choice.
      1.gif
    Remove Content from a Collection
    1. Open the desired Collection and find the file you want removed. Tap the three-dot menu next to the file name and tap Remove.2.png
    2. Alternatively, you can open the document you want to remove and tap the three dot menu. Select Remove.3.png
    Duplicating a Collection
    1. Navigate to your Collections tab. Tap the three dots menu next to the Collection you need to duplicate, and select Duplicate.
    2. Alternatively, you can open the Collection you need a copy of. Tap the three dot menu in its upper right corner and select Duplicate. 4.png
    3. Enter the name of the copied Collection and confirm by tapping Duplicate.5.png

    Renaming a Collection

    1. Navigate to your Collections tab. Tap the three dots menu next to the Collection you need to change the name of and select Rename.
    2. Alternatively, you can first open the Collection, then tap the three dot menu in its upper right corner and select Rename.7.png
    3. Enter a new name for your Collection and confirm by tapping Rename.9.png

    Making Collections available offline

    To use and present your Collections offline, you must first make them available offline. This can be done for single Collections or in bulk. You can do this from the Content tab or select individual assets from within the Collection itself.

    1. Navigate to Collections, and press the Select button. Choose the Collection(s) you want to download and tap Make Available Offline. 10.gif
    2. To download individual assets from a Collection, open the desired Collection and follow the instructions in step 1.

    Deleting a Collection

    Remember that when you delete a Collection you've shared with someone, the recipient will still be able to access the content. 

    1. Navigate to your Collections tab. Tap the three dots menu next to the Collection you want to delete, and select Delete.
    2. Alternatively, you can open the Collection you want to delete. Tap the three dot menu in its upper right corner and select Delete. 12.png
    3. Tap Delete to confirm your choice.13.png

    See how it's done on Android

    Duplicating a Collection

    1. Open the My Content screen and tap the Collections tab.
    2. Select the Collection you want to duplicate, then tap three dot menu.tap_the_3_dots.png
    3. Tap Duplicate.0.png
    4. Enter the name of the duplicated Collection, then tap OK. 0-1.png

     Renaming a Collection

    1. Open the Collection you want to rename.
    2. Tap the 3 dot menu.tap_the_3_dots.png
    3. Tap Rename.0.png
    4. Enter the new name for the Collection, then tap OK. rename_then_tap_ok.png

    Making Collections available offline

    In order to use and present your collections while offline, you must first make them available offline. This can be done from the My Content tab for single Collections, or in bulk. Or select individual assets from within the Collection itself.

    1. Open the My Content tab
    2. To download an entire Collection, press the three dots and choose Select
    3. Choose the Collection(s) you want to download and select the download icon Select_Collections_and_Download_Them.png
    4. To download individual assets from a Collection, open the collection, click the three dots in the upper right corner and press select.
    5. Select the assets you want to download and press the download icon Android_collections_assets_download.png

    Deleting a Collection from the Content screen

    Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

    1. Open the My Content screen and tap the Collections tab.
    2. Tap the three dot menu.tap_the_three_dots.png
    3. Tap Select.choose_select.png
    4. Tap the Collection you want to delete. If needed, tap additional Collections you want to delete. select_the_collection_to_remove.png
    5. Tap the Delete icon and confirm when prompted.trash_icon.png

    Deleting a Collection when viewing it

    Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

    1. Open the Collection you want to delete.
    2. Tap the three dot menu.tap_the_3_dots.png
    3. Tap Delete and confirm when prompted.0.png

    See how it's done on the Windows Desktop app

    Click the Content tab in the top menu and select Collections. WDA_Collections.png


    Reorder Content in a Collection

    1. Open the Collection.
    2. Click and hold on to the document you want to reorder.
    3. Drag and release the document to the position of your choice.WDA Rearrange.gif

    Rename a Collection

    1. Open the Collection you want to rename.
    2. Click the three dots to manage your Collection and select Rename.WDA_Rename.png
    3. Enter the new name for the Collection and click Rename Collection.

    Make Collections available offline 

    In order to use and present your Collections offline, you must first make them available offline. This can be done for single Collections or in bulk. You can do this from the Collections tab or within the Collection itself. 

    1. Select Collections from the Content tab.  
    2. To download a Collection from the main Collections page, hover over it, then click the three dot menu. Under Other, select Make available offline.WDA_Make_available_offline_main_page.png
    3. To download multiple Collections from the main Collections page, click the check box for each Collection you wish to download. In the bottom right, click Make Available Offline. WDA_select_make_available_offline.png
    4.  While the Collections download, you will see a spinning circle. Once they are available offline, there will be a download arrow on the Collection tile. WDA_download_collection.png
    5. To make a Collection available offline while viewing it, click the three dot menu, then Click Make available offline.WDA_Make_available_offline_inside_a_Collections.png

      Note: If a Collection is empty, you will not see the option to make it available offline.

    6. You cannot remove Collections from your device in bulk. Instead, you can remove individual assets from your device by opening the collection and hovering over the asset you wish to remove. Click the three dot menu, then under Other, select Remove from device.WDA_Remove_from_device.png

    Delete a Collection

    Keep in mind when you delete a Collection you've shared with someone, the recipient will still be able to access the content. 

    1. Hover over or open the Collection you want to delete.
    2. Click the three dot menu, then under Other, select Delete. Confirm by clicking Delete on the pop-up.
      WDA_Delete_collection.png

    Delete content from a Collection

    1. Open the Collection you want to change.
    2. Hover over the content you want to remove and click the three dot menu, then under File Options, select Delete. Confirm by clicking Delete on the pop-up. WDA_delete_file_from_collection.png

    Copy a Collection

    1. Open the Collection you would like to duplicate.
    2. Click the three dot menu, then select Make a copy.WDA_make_copy.png
    3. Give your duplicated Collection a new name, then click Make a copy.WDA_Make_a_copy.png

    Search for a Collection

    1. Type the name of the Collection you are searching for. Searching works on the title, not on the content inside your Collection.
    2. The results will filter automatically.WDA_Collection_search.png

    See how it's done on the Web App

    Click the Content tab in the top menu and select Collections.

    WA_Collections.png

    Reorder Content in a Collection

    1. Open the Collection.
    2. Click and hold on to the document you want to reorder.
    3. Drag and release the document to the position of your choice. WA Rearrange.gif

    Rename a Collection

    1. Open the Collection you want to rename.
    2. Click the three dots to manage your Collection and select Rename.WA_Rename.png
    3. Enter the new name for the Collection and click Rename Collection.

    Delete a Collection

    Keep in mind when you delete a Collection you've shared with someone, the recipient will still be able to access the content. 

    1. Hover over or open the Collection you want to delete.
    2. Click the three dot menu, then under Other, select Delete. Confirm by clicking Delete on the pop-up.
      WA_Delete_Collection.png

    Delete content from a Collection

    Keep in mind when you delete content from a Collection you've shared with someone, the recipient will still be able to access the content. 

    1. Open the Collection you want to change.
    2. Hover your mouse over the content you want to remove and click the three dot menu. Under Other, select Delete. Confirm by clicking Delete on the pop-up.
      WA_Delete_content_in_a_Collection.png

    Make a Copy of a Collection

    1. Open the Collection you would like to duplicate.
    2. Click the three dot menu, then select Make a Copy.WA_Make_a_copy_of_a_Collection.png
    3. Give your duplicated Collection a new name and click Make a copy.

    Search for a Collection

    1. Type the name of the Collection you are searching for. Searching works on the title, not on the content inside your Collection.
    2. The results will filter automatically.WA_Search_Collections.png

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