Collection Types

Collection Types are customised collections to suit a business process. Certain users are able to create collection types and assign them to others to use. For help setting up a Collection Type See our Guide for Managing Collection Types.

You will be able to:

• Track the progress of a collection using statuses that match your process steps. See tasks that need to be completed as part of each status to guide you through the process.

• Apply tags to an item to add context and reminders for an item.

• Share the collection with specified users or teams to improve security and reduce risk.