Managing Collections

Overview of Managing Collections

Vault makes it easy to manage your data using Collections, which allows you to organize your data in a straightforward file folder structure. This article provides an overview of how to manage a collection. 

In this article: 

How to Manage a Collection

You can manage your collections using the row of action buttons available at the top of the content panel. The actions available are:

  • Create
  • Deposit Here
  • Move
  • Rename
  • Metadata
  • Open
  • Delete

When you select a collection, folder, or file, the available action buttons will display as blue. If a button is greyed out, that means the action is not available to you. The Create button is always actionable without having to select a collection, folder, or file.

Action buttons available .jpg

Action buttons available at the Collection level.

If you want to make bulk changes, you can batch-select a subset of items by holding down the Shift key while making a first and last selection to select all items in between. Once multiple items are selected, you can use the row of action buttons to complete your intended action.

Actions available at the Collection, Folder, and File levels include:

Actions available for Collections

Actions available for Folders

Actions available for Files

  • Rename 
  • Deposit Here (files or folders)
  • Metadata
  • Delete
  • Move 
  • Rename 
  • Deposit Here (files or folders) 
  • Metadata
  • Delete
  • Move 
  • Rename 
  • Metadata
  • Open
  • Delete

 

How to Move Folders and Files from a Collection

  1. Select your desired folder or file from the Directory panel or Content panel.
  2. Select Move in the row of action buttons.
  3. From the Select a new location modal, select your desired location from your file tree structure. 
  4. Click Move. 
  5. The folder or file will now display in its new location.

Moving a file into a new folder.jpg

Moving a file into a different folder.

How to Rename Content 

  1. Select the collection, folder, or file you want to rename. 
  2. Click Rename from the row of action buttons. 
  3. From the Rename modal, edit the name of the current Collection, Folder, or File that you have selected.
  4. Click Rename
  5. Your selected collection, folder, or file will display with the new name. 

Renaming a file GIF.gif

Renaming a file. 

How to Open Content from the Collection Page

  1. Select the File you want to open. 
  2. Click Open from the row of action buttons. 
  3. The file will open in a browser tab, where you can select to download, or automatically download on to your device, depending on your browser and its settings.

How to Deposit Content from a Collection

From the Collections page, you can deposit content directly into a Collection. For more detailed instructions on how to do this, see Depositing Content in Vault

How to Delete Content from a Collection

  1. Select the collection, folder, or file you want to delete. 
  2. Click Delete from the row of action buttons.
  3. A modal will prompt you to confirm that you want to delete the selected items.
  4. Click Delete.
  5. The folder or file you selected has been deleted.

Deleting a file GIF.gif

Deleting a file. 

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Last updated on January 17, 2024 

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