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Data collection overview

Understanding the data collection overview

On the data collection level we have added a range of options to simplify your workflow.

actions on data collection

1. Add main folder: Create a main folder at the end of the data collection. If you have a collection of 10 main folders, the new folder will be main folder 11.
2. Upload: Upload folders and files in one of the main folders. Visit Upload file/folder to learn how you can perform this action in a subfolder.
3. Collapse all: Collapse all your data collection to see the main folders in the list. This simplifies the navigation through your documentation.
4. Expand all: Expand all to show all the subfolders in the data collection and get a complete overview of your data collection.
5. Filter: Filter your tasks with one of the following filters:
  • Assigned to you: Items in the data collection that have been assigned to the user.
  • Hide files: Hide all files in the collection.
  • Draft redactions: Show all files with a drafted redaction.
  • Status: Status types.
6. Export: Export your data collection to your Vault or to your personal device.
7. Index report: Download an Excel file with a complete overview of your data collection.
8. Multi-select: Hover on the left of a folder to select multiple folders or subfolders. Visit Multi-select to learn more about using this functionality.

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