You can choose to create a collection for each department, business units or geographical units. Collections are like a virtual folders or vaults to store your contracts (more details here). Administrators can create new Collections and grant access to groups and users.



Note

  • No one will be able to access a newly created Collection. You will need to grant access to groups and users before users are able to create and view contracts.


Create a Collection


  1. Go to the Collections module
  2. Select + Create Collection
  3. Enter the Collection name and optionally, enter a description
  4. Confirm


Image : Create a new Collection






Image : New Collection created



Once the Collection is created, you can follow the steps to grant access to groups and users.