Create a Collection

Use Collections to collaborate on a group of findings.

What are Collections

Collections are like containers for findings. They are useful for collecting a set of findings together for further analysis and discussion. Use Collections to compile project-specific knowledge, to answer an ad-hoc question, or to outline a future scenario, for example.

This is a premium feature

Collections is a premium feature not automatically included in trial accounts. Please contact our team if you want to include Collections in your trial.

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    Create a new Collection

    With Create

    1. Click Create.
    2. Select Collection.
    3. Give your Collection a title and click Create.
    This will create an empty Collection.

    In Findings

    1. Navigate to Findings.
    2. Select the findings you want to include in your Collection.
    3. Click Link.
    4. Select Link to a new Collection.

    This will create a Collection with the selected findings.

    Link findings to a Collection

    Findings are added to Collections with linkages. Collections can also be linked to other Collections.

    Inside the Collection

    1. Navigate to Collections and open your Collection.
    2. Scroll down to Linked items.
    3. Click Manage linkages.
    4. Navigate to AI picks or Unlinked.
    5. Select the findings you want to link to your Collection.
    6. Click Link.

    In Findings

    1. Navigate to Findings.
    2. Select the findings you want to link to your Collection.
    3. Click Link.
    4. Select Link to an existing Collection and select your Collection.
    5. Click Link.

    Invite Collection collaborators

    Collections can be edited by the Collection owner and collaborators.

    1. Navigate to Collections and open your Collection.
    2. Scroll down to Collaborators.
    3. Click Show collaborators. 
    4. Type in a user's name and click Invite.

    Change Collection visibility

    Public Collections can be seen by all users in your account. Private Collections can be seen only by the owner and collaborators.

    1. Click on the rounded button Public/Private.
    2. Click Change.

    Filter with Collections

    You can use Collections to filter your findings in Findings, Network, and Radar.