Managing Document Collections

Right-click a document collection in the listing area and select Collection Members to open the document collection and manage its content.

Adding Document Collection Members

To add a document collection member:

  1. In the Collection Members dialog, click Add.
    Tip: You can also drag and drop objects from other windows to the Collection Members dialog to add many document collection members at once.
    Result:The Select Member Object dialog is opened.
  2. Find and select the object that you want to add to the document collection.
  3. Click Open.
  4. In the Define Membership dialog, select one of these options:
    OptionDescription
    Latest version The relationship always points to the latest version of the target object.
    Specific version The relationship points to the selected version of the target object. The relationship does not show updates to the object.
  5. Click OK.
  6. In the Collection Members dialog, click Close.

Editing Document Collection Members

To edit the membership of a document collection member:

  1. In the Collection Members dialog, click Check Out.
  2. Click Edit.
  3. In the Define Membership dialog, select one of these options:
    OptionDescription
    Latest version The relationship always points to the latest version of the target object.
    Specific version The relationship points to the selected version of the target object. The relationship does not show updates to the object.
  4. Click OK.
  5. In the Collection Members dialog, click Check In.
  6. Click Close.

Removing Document Collection Members

To remove a document collection member:

  1. In the Collection Members dialog, click Check Out.
  2. Click Remove.
  3. In the confirmation dialog that is opened, click Yes.
  4. In the Collection Members dialog, click Check In.
  5. Click Close.