What a collection is
A collection is a named group of artifacts (notes, attachments, and protocols). Artifacts can belong to more than one collection — adding an artifact to a collection doesn’t move it, it just associates it. Collections sit in your page tree on the left-hand side of the desktop app. You can nest them and reorder them.Creating a collection
Click New collection
In the top navigation, click New collection. Or click the + button next to Collections in the page tree.
Name the collection
For example: “Sample Batch 14”, “February Field Samples”, or “PCR Protocol Runs”.
Adding artifacts to a collection
- Drag and drop — drag a note or attachment from the main view into a collection in the page tree.
- Bulk add — select multiple artifacts with Cmd+click (Mac) or Ctrl+click (Windows), then use the bulk action menu to add them to a collection.

