Docs
Collections

Introduction

The Collections area gathers documents from across projects and folders into a named list, a dynamic Saved Search, or a Scene, covering the landing page, searching and filtering, the Options menu, and favourites.

Overview

The Collections area gathers documents from across projects and folders so you can return to them, share them, download them, or act on them as a group. Select Collections in the main menu to open it. Collections cut across the repository hierarchy rather than sitting inside it, and removing a collection never removes the documents inside it.

A collection comes in one of three types.

  • A Collection is a named, user-curated list of documents. See Collections.
  • A Saved Search stores a search query rather than a list of documents, so its results change as documents are added to or removed from the repository. See Saved Searches.
  • A Scene is a set of 3D documents that open together as toggleable layers in the 3D viewer. See Scenes.

The Collections Landing Page

Select Collections in the main menu to see every collection you have access to. Each row shows the collection name, its reference number, prefixed with "Reference #", a calendar icon with the creation date and creator, type and sharing icons, a star, and an Options menu. What that menu offers depends on the type, covered under Collections, Saved Searches, and Scenes.

Collections landing page listing Structural Framing Plans, Roof Plans - Handover Set, and Global Collection, with a Favourite Collections strip above showing the first two as favourites

The type and sharing icons carry tooltips: a globe reads Shared with your Lunr team members, a list icon reads List for an ordinary collection, a magnifying glass reads Saved Search, and a cube reads Scene. The list holds 20 collections per page.

Searching and Filtering Collections

Enter part of a collection name in the Search collections field. The search matches the collection name only, and it is not case sensitive. Select the sliders icon inside the field to open the filter panel.

Filter panel with Member/s and Shared options, a Members field, Created from and To date fields, a Show my collections only box, and Cancel and Ok buttons

The filter panel provides options for selecting Member/s and Shared collections, each offering All, Yes, and No. It also has a Members field to find collections shared with a specific person, Created from and To date fields, and a Show my collections only box ("Show only collections that I created."). Select Ok to apply your filters, or Cancel to discard them. Applied filters appear as removable pills, including a Clear current search filters pill and badges such as Created followed by your date range, Has Member/s, Is Shared, and Has member followed by the person's name.

Favouriting Collections

Select the star on a row to favourite a collection. Its tooltip reads "Favourite this collection" and switches once starred. The star appears on the Collections page only, not inside the collection itself, and favouriting needs no more access than you already have to view the collection.

Favourited collections appear in a Favourite Collections strip above the search field, each card showing an icon for its type and sharing state, the name, and a member count. The same favourites are nested under Collections in the main menu, limited to the first five.

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