Creating and Managing a Collection in Vault

Overview of Collections

Vault makes it easy to manage your data using ‘Collections’, which allows you to organize your data in a straightforward file folder structure. This article provides an overview of the Collections page in Vault, how to create a collection, and how to manage a collection. 

In this article

• Overview of Collections
• About the Collections Page
• How to Create a Collection
• How to Manage a Collection
• Related Content

About the Collections Page

Collections can be created, managed, and viewed from the Collections page in Vault. This page displays three panels that you can interact with to create, view, and manage your collections:

The Collection Page.

1. Directory Panel

This panel provides a directory tree of your collections and folders, which you can expand and collapse to view collections, folders, and sub-folders. Selecting a collection or folder from the Directory panel will update the Content panel and Details panel to display the content and details related to the selected collection or folder.

2. Content Panel

This panel allows you to manage your collections and navigate through each collection and folder to display their contents, which include: Name, Uploader, Modified date, and File Size. Each content type (collection, folder, file) has a respective icon that displays beside the name.

To manage your collections, folders, and files, you can use the row of action buttons that displays permanently at the top of the panel. The actions available are:

• • • Create

    • Move

    • Rename

    • Download

    • Deposit Here

    • Delete

The row of action buttons on the Collection Page.

If you want to make bulk changes, you can select the checkbox beside each item and use the row of action buttons as desired. See the How to Manage a Collection section below to learn more.

To navigate your collections, clicking on a collection, folder, or file will update the information that displays in the Details panel. To open a collection or folder, hover over it and double-click. This will navigate into the collection or folder to display its content.

3. Details Panel

This panel displays detailed information about any collection, folder, or file that has been selected from the Directory or Content panels. You can click the info icon to open and close this panel.

Information that displays in this panel includes:

How to Create a Collection

How to create a collection from the Dashboard:

1. Click ‘Create New’ from the ‘Collections’ panel 
2. Click the ‘Create’ button on the Collections page in the Content panel
3. Select ‘Collection’ from the dropdown menu
4. Enter the Collection name and click ‘Create’

Creating a collection from the dashboard. 

How to create a collection from the top navigation bar:

1. Click ‘Collections’ from the top navigation bar
2. Click the ‘Create’ button on the Collections page in the Content panel
3. Select ‘Collection’ from the dropdown menu
4. Enter the Collection name and click ‘Create’

How to add a folder to a collection:

Prerequisite: You need to create a collection before you can create folders.

1. Select the collection or folder you want to add a folder to (either from the Directory or Content Panel)
2. Click the ‘New’ button in the Directory Panel and select ‘Folder’ from the dropdown menu.
3. Enter the Folder name and click ‘OK’.
4. The new folder will display in the Directory and Content Panel in your selected location.

Adding a folder to a collection.

How to Manage a Collection

You can manage your collections using the row of action buttons available at the top of the content panel, or by right-clicking on your desired collection, folder, or file. The actions available are:

• Create
• Move
• Rename
• Download
• Deposit Here
• Delete

When you select a collection, folder, or file, the available action buttons will display as blue. If a button is grayed out, that means the action is not available to you. The Create button is always actionable without having to select a collection, folder, or file.

Action buttons available at the Collection level.

If you want to make bulk changes, you can select the checkbox beside each item. Once multiple items are selected, you can use the row of action buttons to complete your intended action.

Actions available at the Collection, Folder, and File levels include:

How to Move Folders and Files from a Collection

1. Select your desired folder or file from the Directory panel or Content panel.
2. Select the ‘Move’ button in the row of action buttons.
3. From the ‘Select a new location’ modal, select your desired location from your file tree structure. 
4. Click ‘Move’ 
5. The folder or file will now display in its new location.

Moving a folder into a different folder.

How to Rename Content 

1. Select the collection, folder, or file you want to rename. 
2. Click the Rename button from the row of action buttons. 
3. From the ‘Rename’ modal, edit the name of the current Collection, Folder, or File that you have selected.
4. Click ‘Rename. 
5. Your selected collection, folder, or file will display with the new name. 
   
   

How to Download Content from the Collection Page

1. Select the File you want to download. 
2. Click the ‘Download’ button from the row of action buttons. 
3. The file will open in a browser tab, where you can select to download, or automatically download on to your device, depending on your browser and its settings.

How to Deposit Content from a Collection

From the Collections page, you can deposit content directly into a Collection. For more detailed instructions on how to do this, see Depositing Content in Vault. 

How to Delete Content from a Collection

1. Select the folder or file you want to delete. 
2. Click the ‘Delete' button from the row of action buttons
3. A modal will prompt you to confirm that you want to delete the selected items.
4. Click Delete
5. The folder or file you selected has been deleted.
   1. Note: Only Folders and Files can be deleted.
      
      

Related Content

• Getting Started with Vault
• Interpreting the Vault Dashboard
• Depositing Content in Vault
• Administering Your Vault Account

Last updated on December 16, 2022.