To stay at the top of your game, you will need to modify and update the collections you created. Having your customized and up-to-date collections at your fingertips will make it easier to share your favorite content with customers or prospects.
Key features
- Reorganize content in your collections in the order you like
- Duplicate, rename, 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. View All will list all your collections.- Open your Collection via the Personalize tab
- Press and hold the document you want to reorder
- Drag and release to the position of your choice
- Open the Collection you want to change
- Open the content you want to remove
- Select Remove from Collection
- Open the Collection you want to duplicate
- Tap the 3 dots
- Tap Duplicate Collection
- Enter the name of the duplicated Collection
- Tap Duplicate
Renaming a Collection
- Open the Collection you want to rename
- Tap the button in the shape of 3 dots
- Tap Rename Collection
- Enter the new name for the Collection
- Tap Rename
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 for single Collections, or in bulk. You can do this from the My content tab, or select individual assets from within the Collection itself.
- Open the My Content tab
- To download an entire Collection, press Select
- Choose the Collection(s) you want to download and select Make available offline
- To download individual assets from a Collection, open the collection and click the verification icon
- Select the assets you want to download and select Make Available Offline
Deleting 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.
- Open the Collection you want to delete
- Tap the button in the shape of 3 dots
- Tap Delete Collection
- Tap Delete to confirm
Managing a Collection from the My Content tab
- Tap the My Content tab in the bottom menu
- Tap Collections
- Tap the three dots to see the available options
See how it's done on Android
Duplicating a Collection
- Open the My Content screen and tap the Collections tab.
- Select the Collection you want to duplicate, then tap the button in the shape of 3 dots.
- Tap Duplicate.
- Enter the name of the duplicated Collection, then tap OK.
Renaming a Collection
- Open the Collection you want to rename.
- Tap the button in the shape of 3 dots.
- Tap Rename.
- Enter the new name for the Collection, then tap OK.
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.
- Open the My Content tab
- To download an entire Collection, press the three dots and choose Select
- Choose the Collection(s) you want to download and select the download icon
- To download individual assets from a Collection, open the collection, click the three dots in the upper right corner and press select.
- Select the assets you want to download and press the download icon
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.
- Open the My Content screen and tap the Collections tab.
- Tap the button in the shape of 3 dots.
- Tap Select.
- Tap the Collection you want to delete. If needed, tap additional Collections you want to delete.
- Tap the Delete icon and confirm when prompted.
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.
- Open the Collection you want to delete.
- Tap the button in the shape of 3 dots.
- Tap Delete and confirm when prompted.
See how it's done on the Windows Desktop app
Open the Content tab in the Windows Desktop app and select Collections.
Reorder Content in a Collection
- Open the Collection.
- Press and hold on the document you want to reorder.
- Drag and release the document to the position of your choice.
Renaming a Collection
- Open the Collection you want to rename.
- Click the three dots to manage your Collection and select Rename.
- Enter the new name for the Collection.
- Click Rename.
Making a Collections available offline
In order to use and present your collections while 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.
- Open the Collections tab.
- To download a collection from the main tab, hover over it then click the three dot menu. Under File options, select Make available offline.
- To download multiple collections from the main tab, click the check box for each collection you wish to download. In the bottom right, click the three dot menu. Select Make Available Offline.
- 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.
- To make a collection available offline while viewing it, click the three-dot menu, then slick Make available offline.
- If a collection is empty, you will not see the option to make it available offline.
- You cannot remove Collections from your device in bulk. Instead, remove individual assets from your device by opening the collection and hovering over the asset you wish to remove from your device. Click the three dot menu, then under File Options select Remove from device.
Deleting 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.
- Open the Collection you want to delete.
- Click the three dot menu, then under File Options select Delete.
- Click Delete to confirm.
Deleting content from a Collection
- Open the Collection you want to change.
- Hover over the content you want to remove.
- Click the three dot menu, then under File Options, select Delete.
- Confirm when prompted.
Copy a Collection
- Open the Collection you like to duplicate.
- Click the three dot menu, then select Make a copy.
- Give your duplicated Collection a new name then click Make a copy.
Searching for a Collection
- Type the name of the Collection you are searching for. Searching works on the title, not on the content inside your Collection.
- The results will show up automatically.
See how it's done on the Web app
Open the Content tab in the Web app and select Collections.
Reorder Content in a Collection
- Open the Collection.
- Press and hold the mouse button on the document you want to reorder.
- Drag and release the document to the position of your choice.
Renaming a Collection
- Open the Collection you want to rename.
- Click the three dots to manage your Collection and select Rename.
- Enter the new name for the Collection.
- Click Rename.
Deleting 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.
- Open the Collection you want to delete.
- Click the three dots menu, then under File Options select Delete.
- Confirm.
Deleting content from 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.
- Open the Collection you want to change.
- Hover your mouse over the content you want to remove.
- Click the three dot menu. Under Other, select Delete.
- Confirm when prompted.
Make a Copy of a Collection
- Open the Collection you like to duplicate.
- Click the three dot menu, then select Make a Copy.
- Give your duplicated Collection a new name and click Make a copy.
Searching for a Collection
- Type the name of the Collection you are searching for. Searching works on the title, not on the content inside your Collection.
- The results will show up automatically.