Create a collection

Create a new collection

To create a new collection:

1. Open the Collections section
2. Click Create Collection
3. Enter the basic collection details
4. Add at least one document
5. Click Save Collection

After saving, the collection becomes available in the Collections list and can be selected later from a Document Collection node in a workflow.

What is required before saving

To create a usable collection, the minimum requirement is to add at least one document.

At the collection level, you can also set:

• Collection Name
• Description
• Status

At the document level, each document added to the collection can then be configured with its own settings.

What happens after the collection is created

Once the collection is saved:

• it appears in the Collections list
• it can be opened again for editing
• it can be selected inside a Document Collection node in a workflow
• it can be reused across multiple workflows

A collection is not launched directly from the Collections section. It is only used through workflows.

How collections are typically created

The usual creation flow is:

1. Create the collection
2. Add the required and optional documents
3. Save the collection
4. Open or create a workflow
5. Add a Document Collection node
6. Select the collection from that node

This means the Collections section is used to define the document request itself, while the workflow determines where and when that request is shown.