What is a collection? #

A collection groups several projects with the same theme or goal.

• For example: all projects for a client, a team, or a folder.
• It makes navigation easier when you have many projects.

When to use a collection #

• When several projects belong to the same area.
• When you want to find related projects fast.
• When you want to apply shared rules or automations.

How to organize a project #

• Give it a clear title and helpful description.
• Add useful tags so it is easier to find.
• Place it in the collection that fits best.

Best practices #

• Use simple, easy-to-understand names.
• Do not create too many collections to avoid confusion.
• Group projects by client, process, or document type.

Tip #

If a project is unique, you can leave it outside a collection. If you have many similar projects, use a collection.