Group documents into a collection

Create a collection and add documents to segment your document set — at upload or afterwards.

Create a collection

In the left sidebar, find the Collections section and select the (add) icon beside its heading. In the dialog that opens, enter a name for the collection and confirm (or type the name in the collection field and press Enter).

Assign a collection at upload

In the Upload Manager, use the Add to Collection(s) panel on the right to assign every file in an upload batch to one or more collections.

1. Trigger your upload — the Upload Manager opens.
2. In the Add to Collection(s) panel, tick the collections you want to assign.
3. Click . Every file in the batch is added to the selected collections on arrival.

Add documents to a collection after upload

Select documents with their checkboxes, click in the bulk-action toolbar, tick the collection, and click .

A document can belong to several collections at once. To work with just one collection, click its name in the sidebar to filter the matter to that collection. You can then act on just those documents — for example, select them and re-run analysis from the Review tab, or export the subset. See Folders, labels, and collections for how collections behave and for the other ways to add documents to one.

Clone a collection

To reuse an existing collection as a starting point, hover over one of your collections in the left sidebar and click the Clone collection icon. BriefTech opens the collection dialog pre-filled with the name "Copy of …" so you can rename it and confirm.

The new collection starts as a copy of the original — its documents, its index and bundle/export settings, and any per-document headings — and is independent afterwards, so later changes to one do not affect the other. Cloning is offered on the collections you created, not the built-in All or None views.

Related

Organise documents into folders

Create folders, move documents between them, and filter the matter by folder.

Folders, labels, and collections

How folders, labels, and collections organise documents in a matter.

Apply labels to documents

Create labels and apply them to documents in bulk.

Find and remove duplicate documents

Detect duplicate documents and remove the copies you don't need.