Creating Collections

Accessing the Collections Feature

1. Navigate to the Form tab (Home feature) and select the Templates tab.
2. Within the Templates tab, go to the Collection tab.
3. Click the Add button, which presents four options:
   • Text
   • Logo
   • Signature
   • Workflow

Creating a Text Collection

1. Right-hand Space:
   • Enter a collection name. Default name: “Untitled collection.”
   • Choose to save in My Collection by toggling the switch on. If not toggled, it will be saved in Company Collection.
2. Left-hand Space:
   • Add content for the collection:
   • Enter text in a single input box.
   • Click Add one more to create additional input fields.
   • Click Bulk Add to open a dialog, allowing users to input multiple lines of text. Separate content by line.
3. After adding content:
   • Review content displayed in input fields.
   • Rearrange or delete entries as needed.
4. Once all content and the collection name are finalized:
   • Click Create.
   • A snackbar notification appears: “{CollectionName} created!”

Creating a Logo Collection

1. Right-hand Space:
   • Enter a collection name. Default name: “Untitled collection.”
   • Choose to save in My Collection by toggling the switch on.
2. Left-hand Space:
   • Upload logo files by clicking or dragging files into the upload area.
   • Uploaded files display as attachment cards with:
   • Preview and file name.
   • Hover options:
   • Expand icon.
   • More actions (menu with options: Rename, Download, Delete).
3. After uploading:
   • Click Create.
   • A snackbar notification appears: “{CollectionName} created!”

Creating a Signature Collection

1. Right-hand Space:
   • Enter a collection name. Default name: “Untitled collection.”
   • Signatures can only be saved in My Collection for privacy reasons.
2. Left-hand Space:
   • Add a signature using one of two methods:
     1. Upload a signature image by clicking or dragging files into the upload area.
     2. Sign Now: Click the button to open a signing dialog, where the user can create a digital signature.
   • Uploaded or created signatures appear as attachment cards with:
     • Preview and file name.
     • Hover options:
       • Expand icon.
       • More actions (menu with options: Rename, Download, Delete).
3. After uploading or signing:
   • Click Create.
   • A snackbar notification appears: “{CollectionName} created!”

Creating a Workflow Collection

1. Right-hand Space:
   • Enter a workflow name. Default name: “Untitled workflow.”
   • Choose to save in My Collection by toggling the switch on.
2. Left-hand Space:
   • Edit the default workflow:
   • Default structure: Step 1–Submit → Step 2–Submit → Closed.
   • Modify as needed.
   • UI checks for missing details, providing alerts if any issues exist. Workflows can be saved even with unresolved issues.
3. Once finalized:
   • Click Create.
   • A snackbar notification appears: “{CollectionName} created!”