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
Powered by GitBook
On this page
  • Results List
  • Add a Single Item
  • Add Multiple Items
  • Result Details
  • Add to an existing collection
  • Add to a new collection
  1. Collections
  2. Using a Collection

Add Items to a Collection

PreviousUsing a CollectionNextImport Items to a Collection

After you've found the result you are looking for there are 2 simple ways to add it to a collection, from the results list or a result details view.

Results List

From your results list you can add 1 or multiple results to a collection. You can add them to an existing collection or create a new one.

Add a Single Item

  1. Hover over an item to show your quick actions menu.

    • When you tab into a result card the actions menu will also become available.

  2. Select Add to Collection (bookmark) in the quick bar.

    1. Or you can select the Option menu at the end of this list.

    2. Select Add To Collection from the dropdown list.

  3. Select the collection type you want to add it to.

    • This will open the Collection pop up.

  4. Then you can add an item to an existing collection or create a new one from here.

Add Multiple Items

  1. Hover over an item you want to add and check the select item box.

    • When you tab into a result card the select item check box will also be available.

  2. Select any other items you want to add.

    • As you add items you're selected count will increase.

  3. Once you have selected everything you need select Add to Collection.

  1. Select the collection type you want to add it to.

    • This will open the Collection pop up.

  2. Then you can add an item to an existing collection or create a new one.

Result Details

  1. Open the details page of the result.

  2. Select Add to Collection.

  3. From the list, select the collection type to add it to.

    • This will open a new modal.

You can add an item to an existing collection or create a new one from this modal.

Add to an existing collection

Within the modal:

  1. Select the collection from the Collection dropdown.

  2. If this collection type has result tags, select the tags you want to apply.

  3. Select Add to collection.

Add to a new collection

Within the modal:

  1. Select New collection.

    • This will open the Create a New Collection modal.

  2. Your Collection Type will be preselected.

  3. Enter a Collection Name.

  4. Enter a Description for the collection.

  5. Add any Collection Labels.

  6. Add the anyone you want to share the collection with in Contributors.

  7. Select Create Collection.

  8. The first modal will then open.

  9. Select your new collection from the existing collection dropdown.

  10. If this collection type has result tags select the tags you want to apply.

  11. Select Add to Collection.

Add to an existing collection
Add to a new collection
Add to an existing collection
Add to a new collection
Add to an existing collection
Add to a new collection