Collection settings

The collection settings section contains the top-level fields for the collection itself. These settings define how the collection appears in the Collections list and how it is identified when selected in a workflow. Collection settings are separate from document-level settings. They describe the collection as a whole, while document settings apply to each individual document inside it.

Collection Name

The Collection Name field is used to identify the collection in the product.

This name appears in the Collections list and is also used when selecting a collection from a Document Collection node inside a workflow. It should clearly distinguish the collection from other collections in the same environment.

Because collections can be reused across multiple workflows, the name is the main way to recognize which collection is being used.

Description

The Description field is used to describe the purpose of the collection.

This text appears together with the collection in the Collections view and helps explain what the collection is intended for. It can be used to provide internal context, clarify the type of process the collection belongs to, or distinguish similar collections from one another.

The description is informational only. It does not affect workflow logic, document requirements, validation, routing, or extraction.

Status

The Status field controls the collection status shown in the Collections section.

Collections currently support the following statuses:

Draft
Active

Use Active for collections that are ready to be used in workflows.

How collection settings are used in the product

These settings are used in the following places:

in the Collections list
when opening and editing an existing collection
when identifying the collection in workflows
when distinguishing between different versions or use cases

The collection settings do not define which documents are requested. That is configured separately in the document section of the collection.