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Collections

Collections are named, colour-coded groups that keep a growing library navigable — HR Policies, Product, Contracts, whatever fits how your team thinks. A document can belong to any number of collections.

Collections also power focused answers: Chat can restrict a conversation to one or more collections, so questions are answered only from those documents. By default the whole library is considered — see Focusing answers on a collection.

Creating a collection​

  1. In Documents, find the Collections panel on the left.
  2. Select the + (New collection) button.
  3. Give it a name, an optional description, and pick a colour.
  4. Select Create.

Creating a collection

Adding documents to a collection​

Three ways, from one document to hundreds:

  • One document — open its ⋯ menu and choose the collection under Add to collection, or drag the row onto the collection in the sidebar.
  • Several documents — tick their checkboxes (hold Shift to select a range), then pick the collection from Add to collection… in the selection bar, or drag any ticked row onto the collection to move them all at once. See Selecting multiple documents.
  • At upload — choose the collection on the upload page, or upload while viewing a collection, and new files land there directly.

The document gains a coloured badge and the collection's count goes up in the sidebar. To remove one, open its ⋯ menu and pick the collection under Remove from — the document itself is untouched.

Collection membership is applied at question time, so there is nothing to re-upload or re-process: the moment a document is filed, scoped questions in Chat and Teams include it (or exclude it) on the next answer.

Browsing by collection​

Select a collection in the sidebar to filter the list to just its documents.

Viewing one collection

  • All documents returns to the full library.
  • Uncategorised shows documents that belong to no collection yet — a handy to-file tray.

Tip: create collections around how questions arrive, not around your folder structure. If the people-team fields HR questions and the sales team fields pricing questions, HR Policies and Pricing will serve you better than 2026 uploads.

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