Creating and Managing Collections

Create a New Collection

1. Click “New” in the toolbar
2. Enter the collection details:

• Name
• Description
• Category
• You can choose to share the collection to the organisation or keep it as a private.

3. Click “Create Collection”

Upload Documents

1. Select your target collection
2. Use the file uploader on the right – either drag & drop files or click to browse

Supported file types:

• PDF documents
• Microsoft Office files (.docx, .xlsx)
• Image files (.jpg, .png, .tiff)
• Single web pages (via “Add Website Page”)

Important: Please remove any CAD drawings or large vector files before uploading.

Note: Documents need processing before they can be used with AI tools. This typically takes 1-5 minutes but may take up to 24 hours for very large files.

Edit Collection Settings

Click “Settings” in the toolbar

In the “General Settings” tab, you can modify the collection’s:

• Name
• Description
• Category

In the “Access Controls” tab, you can set who can use a collection, and who can edit a collection.

“Who can use this collection?”

By adjusting these setting, you can limit who can use the collection with the tools.

• “All People in organisation” – Everyone can view, use and edit
• “People you choose” – Specify users and groups who can access
• Collection owners can mark collections as “Private” for personal use only

Who can Edit this collection ?

By adjusting these settings, you can limit who is allow to add/remove documents and edit the collection in the collection manager. Note that users will still need a “File Admin” role to access the collection manager.

Delete a Collection

1. Click the “Settings” option in the toolbar.
2. Click “Delete” at the bottom.
3. Type “Delete” to confirm
4. Click “Delete Collection”

Warning: This permanently removes all documents in the collection and cannot be undone.