Using Auto-add to Collections

Using Auto-add to Collections

The auto-add feature allows you to automatically add files to a collection from a designated Folder, Collection or Lightbox. This is useful for making files accessible to different groups automatically. 

Auto-add for Group Uploads

The auto-add feature is found in the Group Contributions settings. It is enabled by default when Group contributions are enabled.

  • Go to Manage > Groups and click "Edit" next to the desired Group.
  • Open the tab "Add Contributors".
  • Check the box to enable contributions from all Group members.
  • Click the tab "Sandbox Workflow".
  • Check the box to automatically route all Group uploads to the Group Sandbox.
  • Click "Update Group" to save changes.

Auto-Add_for_Group_Uploads.png

 

Auto-add in Workflows

Workflows allows you to automatically add files from a designated source container (Folder, Collection or Lightbox) to a designated destination container (Collection or Lightbox). Follow these steps to make a Workflow.

  • Click Workflow in the upper left corner to enter the Workflow Tab.
  • Click "+ Add New Workflow" in the upper right corner.
  • Give your new Workflow a name and description (optional).
  • Select the desired source container (Folder, Collection or Lightbox).
  • Give Step One a name (optional).
  • Select if you would like forwarding to be automatically or manually approved.
  • Select the destination container (Collection or Lightbox) you would like files to flow into.
  • Click "Save Workflow".

Create_a_Workflow_2.png


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