Content Access Portal

Create Collection

• Click the Collections icon, and now click the +New Collection button.

  

• Enter the collection name, description, update the image and click Submit button.

  

   

• The Collections are listed as follows.

  

• Users can search Collection using the options name, date, files, and keywords.

  

• Now, select any document and click the three dots on the right-hand side.

• Use Collections to classify folder to copy the document to My collections folder.

• Click Submit button.

  

Edit Collection

Edit collection allows users to edit the collection to update image, name and description.

Share Collection

• The documents in My Collections are accessible to the user.

• The user can share the document with other groups, the user, or an organization.

• Click the Share option to share your collection to a user, group, or entire organization using a link or email.

  

• Select the Link tab, enable the toggle button and click generate link button.

• Copy the generated link and share it with the user.

  

• Click the Email tab, enter email in send to, enter subject and message.

• If you want to receive a notification about email, then enable Receive Notification.

• Set expiration date, shared link will not be accessible after that expired date.

• If you want the user to download the document then you can enable allow downloads.

• The UI will show the sorted usernames in the email user interface. A sorted list of usernames will be shown following sorted groups.

  

   

   

Shared with me

This section refers to the collections that are shared with you by the users.

• You can edit markup for your collections. When you visit that collection page the markup can be viewed.

  

Collection Presenter View

Select Show Presenter to view collections in presenter view.

• Go to My collections, select a collection and select the Show Presenter option.

  

• The Presenter View for Collections is as follows.