Collections
Create, manage, and navigate Collections — organize related Books for streamlined multi-book workflows.
Collections create a relationship between Books that streamlines working with multiple Books. This can be as simple as opening multiple Books in a collection at once and switching between them in one click, or as sophisticated as creating a reference for automations (Bots or Apps) that work on all the Books in the collection.
You might track the same resources in multiple currencies, or have several branch offices in one collection and switch between them with ease.
Creating a collection
On the Book list, press More in the top right corner and select Create new collection. Enter a name for the collection and press Save.
Adding a Book to a collection
Click and hold the Book you want to move, drag it over the collection, and release.
Removing a Book from a collection
Click More on the right side of the Book you want to take out of the collection.
Deleting a collection
Click More on the right side of the collection, then select Delete and confirm.
Switching between Books
Open a Book that is part of a collection. Click on the tabs at the bottom of the browser to move between Books in the collection.
Permissions
Collections are unique per user or domain. Only the owner who created the collection can edit it or add/remove Books. To share Books from your collection, grant permission for each Book separately, as access permissions are managed at the Book level. See Book Sharing.