Collections are like a playlist of assets. Group assets across your Library's Workspaces into a separate, single location for additional organization and collaboration. A Collection is private to the creator until it's shared with other users, who's permissions are controlled on each Collection shared. Adjustments and updates to assets within a Collection are recorded throughout your Library, preserving all workflow history wherever the assets are visible.
- Create New Collection
- Add Assets to an Existing Collection
- Accessing Collections
- Sharing Collections
- View Collection Info
- Grouping Collections
When to create a collection:
“I’d like specific users to only see and/or download assets I share with them”
“I want to send assets to my retouchers so they can use the Photoshop Plugin, and so I can quickly review new Versions they upload."
“I need to deliver final assets to my client for download and want to avoid them shifting through folders in our Workspace to find them."
“My team needs a single location to collaborate on the specific assets involved in our project.”
"I need to focus my (and others) attention on only 25 assets out of the hundreds uploaded to my Workspace."
Create New Collection
A Collection can be generated in various ways within the platform:
Via Workspace:
Select asset(s) within a Workspace folder, Right-click over a selected asset, hover over Collections in the dropdown menu, then select Add To New:
You can also select the + Create Collection button at the top right of the Library once asset(s) are selected.
Via Collections:
On the left under the search bar, click on the Collections icon
Select Add New then select, Collection
Within the modal that appears, Name your Collection, enter a Description (Optional), and add Collection Tags (Optional) then select Save at the bottom of the window.
Add Assets to an Existing Collection
Select assets, Right-Click, hover over Collections in the dropdown menu, then select Add To Existing:
Check the box next to the existing Collection you'd like to add assets to, then select Add:
You can target an existing collection within the window above by selecting the Star icon. This will place the targeted collection into the dropdown menu as a shortcut to adding assets going forward:
Accessing Collections
A notification will appear at the bottom left of your window once assets have been added to a new or existing collection. You can quickly navigate to the Collection by selecting the link in the notification:
You can also select the Collections tab above the left panel to access your collections anytime:
Sharing a Collection
At the top of the page, click the Library tab. On the left under the search bar, click on the Collections icon
In the left side Collections panel, hover your cursor over a Collection, then click the More Options icon to the right of that Collection, then hover of Share > click Invite to Collection
Or when viewing All Active Collections, right-click a Collection, then click Share.
Tip: When viewing the All Active Collections, by selecting multiple Collections before you selecting Share, you will invite the user(s) to each Collection.
Once the Collection modal appears, begin by typing the user's email address within the Invite List text field
Add an optional note, and set an Expiration Date
Select Policies (General, Download, and Ratings) that will allow the recipient(s) to perform actions on assets within the Collection.
Click Next to advance to the next page.
Confirm your invitation by clicking Invite or click Make Changes to return to the previous page.
View Collection Info
After a user has been invited into the Collection, the Collection Owner can view and/or update their permissions.
In the Collections Panel, click on the More Options button located to the right of the Collection you want to share, then click Info
Within the Collection's drawer that appears, click on the Members tab. This tab will display members of the Collection including its owner as well as users who currently have access to it.
As the Collection Owner, selecting the Policies # hyperlink on the user card will allow you to update their permissions.
Successfully updating a user's collection permissions will send out an update permission email to the user. The email includes a hyperlink that will allow the recipient to navigate directly into the Collection.
Grouping Collections
To offer organization within the Collections Panel, Collections whether created or shared with can be grouped together.
Create a Collection Group by clicking on the 3-dot action key to the right of the All Active button
or by clicking on Add New within the Collections all active main page
Name the Collection Group, then click Create
The created Collection Group can now be found within the Collection Panel. Collection Groups are represented with the icon.
Sub-groups can also be created to further organize your Collections within the parent group.
Create a Collection Sub-Group by clicking on the 3-dot action key to the right of Parent-Group
Finally, place the Collections within the Group by dragging/dropping them.
The Collection Group can be shared on the parent or sub level giving access to the group as well as the Collections that are organized within it/them.
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