Create a document collection

task australia Updated Sep 10, 2026 1 min read t_CreateADocumentCollection.md
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A document collection is a set of individual documents. After documents have been uploaded into Managed Documents, organize the documents by grouping them into collections.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

  1. Navigate to All > Managed Documents > Document > My Collections.

  2. Select New.

  3. Enter a Name.

  4. Enter a Description.

  5. Click Submit.

  6. Click the name of the collection that you created.

  7. Click Edit.

  8. On the left, double-click an available document or select a document and click Add.

  9. Click Save.

    The Document Collection page displays and the individual documents in the collection are listed.

Parent Topic:Create a document

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