Collections are groups of note templates that you have in your Notes Library. You can add as many notes as you want to your Collections, including those that have tags, workflows, and attachments.
To create a collection:
1. Open the "Notes Library" > "Collections" > "New Collection" > fill in the fields.
2. To add notes to the Collection, click the "Edit Collection" button in the lower right and select the notes you want to add. Press "Save." The notes will be added to the Collection.
3. If you want to remove notes from the Collection, click on "Edit Collection." Click the "Notes in Collection" dropdown and select the ones you want to remove. Click "Save."
The notes with a green check box will stay in the Collection.
4. You can also edit the Collection's name, description, and color and delete the Collection by clicking on the Gear icon.
To apply a collection:
1. In your Workspace, open the "Notes Library." On the top left, select "Collections." If you have an existing collection, press "Add All" To add all the notes in the collection to your contact.
2. If you don't want to add all the notes from the Collection, click into the collection, deselect the notes you wish not to add to the contact, and press "Add Selected to Contact." Only the selected notes will appear on the contact.
