User Guide Española
Admin GuidesVersionsAiimi
  • Introducing Aiimi Insight Engine
    • Española Release
    • Versions
  • Search
    • Searching for Information
      • Advanced Searches
      • Search Focus
      • Folder Browsing
    • Saved Searches
      • Saving a Search Query
      • Accessing Saved Searches
      • Bulk Search
        • Use Cases
        • Create a Bulk Search
          • Search Details
          • Map Fields
          • Review Search
          • Notifications
        • Bulk Search Template
    • Search Results
      • Lenses and Result Views
        • Map Lens
        • Timeline Lens
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
        • Related Result Connections
          • Understand Connections
          • Adding card details
          • Explore More Connections
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Quick Actions
      • Why These Results
        • Find Searched Terms
        • Why My Search Matched
      • Related Results
      • Watermarking
    • Item Classification
      • Editing a Classification
    • AI Helper
    • Item Previews
      • Inline Preview
      • Full Screen Preview
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage Collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Import Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
      • Redacting Collection Information
      • Exporting a Collection
  • Subject Access Request
    • Subject Access Requests
    • Create or Receive Data Requests
      • Create a Request From The Portal
      • Assigning a Request
      • Create a Manual Request
      • Create and Manage Data Subject Types
    • Finding a Request
    • Items for a Request
      • Redacting Sensitive Information
      • Getting Items Reviewed
    • Completing a Request
    • Assigning Users to a SAR
    • Message the Requestor
    • Internal Messaging
  • Profile
    • Profile Pictures
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Set Access
      • Aggregating Results
      • Query Parameters
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On this page
  • Editing
  • Merging
  • Deleting
  1. Collections
  2. Manage Collections

Edit, Delete or Merge

PreviousStatus ManagementNextUsing a Collection

You can add to or edit the name and description of your collection any time. You can also add notes and change any labels.

Editing

  1. Open the collection you would like to edit.

  2. Select Edit.

    • This will open an Edit Collection modal.

  3. To change the name of the collection select edit (pencil).

  4. Select the description box and type to make changes or add notes to this collection.

  5. Select labels and type a label you would like to add.

    • Select the Add (+) button or Enter on your keyboard.

    • Delete a label by selecting Delete (bin icon).

    • Edit a label by selecting Edit (pencil icon).

  6. Select Save.

Merging

Merging collections moves the items from the current collection to the chosen collection.

  1. Open the collection you would like to merge.

  2. Select Edit.

    • This will open an Edit Collection modal.

  3. Select Merge

    • This will open the Merge Collection modal.

  4. Select the collection to merge this one with from the dropdown.

  5. Check Merge labels to carry any labels applied too.

  6. Check Merge sharing to keep any applied sharing setting.

  7. Select Merge.

    • The items from the collection you are in will be added to the collection from the dropdown.

Deleting

  1. Open the collection you would like to delete.

  2. Select Edit.

    • This will open an Edit Collection modal.

  3. Select Delete.

    • Delete will remove the collection, items can be found again using search.

  4. Confirm you are happy to delete the collection.