User Guide Release Heelflip
Admin GuidesAiimi
  • Introducing Aiimi Insight Engine
    • Heelflip Release
      • Insightful Views - Timeline
      • Enriched Reporting With OData
  • Search
    • Introduction
    • Searching for Information
      • Optimising a search
        • Filtering and searching
      • Folder Browsing
      • Saving Searches
      • Multilingual Search
    • Search Results
      • View Documents In One Place
      • Lenses and Result Views
        • Timeline
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Subject Matter Experts
      • Why These Results
        • Find Searched Terms
        • Mark As Useful
        • Mark As Sensitive
        • Why My Search Matched
      • Related Result Connections
        • Understand Connections
        • Adding card details
        • Explore More Connections
  • 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
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • 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
      • Getting OData from Aiimi Insight Engine
        • Query Parameters
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On this page
  • Result Details
  • Results List
  1. Collections
  2. Using a Collection

Add Items to a Collection

PreviousUsing a CollectionNextSharing 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.

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.

Results List

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

  1. Select Add to Collection.

  2. 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