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Group documents into a collection

A collection is a named set of documents and folders, such as everything about one client.

A collection is yours alone. Nobody else sees it, and it changes nobody’s access: documents stay where they are, and a document you can’t open is never part of one.

A collection beside the workspace Left, the workspace, unchanged: a folder Clients holding the folders Acme (with Brief and Contract) and Beta (with Notes), a document Handbook, and Board minutes, which you can't open. Right, your collection Acme work, which only you see. It lists the whole Acme folder, including what's added later, and Handbook, each pointing at the item where it already is. Ask and the AI co-author draw only on these, and the document you have open stays in reach. A document you can't open is never part of a collection. The workspace (unchanged) Clients Acme Brief Contract Beta Notes Handbook Board minutes you can't open A document you can't open is never part of a collection. Your collection: Acme work only you see it Acme (whole folder) includes what's added later Handbook Ask and the AI co-authordraw only on these the document you have open stays in reach A collection beside the workspace Left, the workspace, unchanged: a folder Clients holding the folders Acme (with Brief and Contract) and Beta (with Notes), a document Handbook, and Board minutes, which you can't open. Right, your collection Acme work, which only you see. It lists the whole Acme folder, including what's added later, and Handbook, each pointing at the item where it already is. Ask and the AI co-author draw only on these, and the document you have open stays in reach. A document you can't open is never part of a collection. The workspace (unchanged) Clients Acme Brief Contract Beta Notes Handbook Board minutes you can't open A document you can't open is never part of a collection. Your collection: Acme work only you see it Acme (whole folder) includes what's added later → in Clients Handbook → at the top level Ask and the AI co-authordraw only on these the document you have open stays in reach
A collection points at documents where they are. It moves nothing and changes nobody's access.

Create a collection

Section titled “Create a collection”

  1. Choose Collections in the sidebar, then New collection.

  2. Enter a Collection name and choose Create.

  3. Tick documents, or whole folders, in the list. Use Filter documents and folders… to find them.

    A whole folder includes what goes into it later.

  4. Choose the save button. Its label includes the number of additions and removals, such as Save (+3 / −0).

Add documents from the library

Section titled “Add documents from the library”
  1. In All documents, open the ⋯ menu on a document’s or folder’s row.
  2. Under Add to collection, choose a collection, or New collection… to make one and add the item in one go.

Use a collection

Section titled “Use a collection”
  • In Ask: in the menu under the question box, choose the collection instead of All documents in this workspace. Every answer in that conversation stays inside it.
  • In the AI co-author: choose it in the second menu above the message box. Besides the document you have open, the co-author looks things up and suggests changes only in the collection.

Rename or delete a collection

Section titled “Rename or delete a collection”

In Collections, open the collection’s menu and choose Rename… or Delete…. Deleting a collection leaves its documents as they are.

Good to know

Section titled “Good to know”
  • A document can be in any number of collections.
  • If you lose access to a document, it drops out of your collections. If you get access back, it returns.
  • Guests can’t create collections.
  • AI tools you connect, such as Claude, can use your collections. Unless you connected them to read only, they can also create, rename and delete your collections and change what’s in them. Those changes apply at once, since a collection only narrows what the AI draws on.

Next

Section titled “Next”