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.
- No one, including yourself, will be able to access a newly created Collection. You will need to grant access to groups and users before anyone is able to create and view contracts.
Create a Collection
- Go to the Collections module
- Select + Create Collection
- Enter the Collection name and optionally, enter a description
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.