You can add collections using the iManage Security Policy Manager administration console, as described in the steps below.

1. Select Collections in the left navigation pane to access the Collections dashboard.

2. Select Add Collection.
   The Add Collection wizard opens. There are two steps in the wizard to add a collection: General Details, and Security. 

3. In the General Details pane:
   

   1. Collection ID is a mandatory field. If this is not displayed, it indicates that a Collection ID has been automatically generated and is not editable by users. (See ID Generation for details on the corresponding setting.) If Collection ID has a tooltip icon  beside it, this means that you can optionally specify the Collection ID; if it is left blank, an ID will be automatically generated.
      Otherwise, enter a unique identifier for the collection in Collection ID. A manually-entered Collection ID can be any combination of numbers, letters and/or special characters. The maximum length is 32 characters.

      TIP:

      The unique Collection ID can also be used for quick navigation.

   2. Enter the name, in the Collection Name field. This is a mandatory field. The maximum length is 255 characters.

   3. Enter any desired description for the collection in the Notes field. This is NOT a mandatory field.

      NOTE:

      If the Work URL Templates setting is configured under the Settings page, then in the Notes field, icon appears.

      1. Click . The Add Work Link dialog box appears.
      2. Select one of the options provided:
         • Paste Work Link: You can add a different work document/folder url to the one configured in the Settings page. You can test the link by clicking Test Work Link.
         • Select Document by ID and Version: You can add the document Id and version. In this option, the URL configured in the Settings page is considered. For iManage Work at cloudimanage.com, this would be in the form: https://cloudimanage.com/work/link/d/{{DATABASE}}!{{DOCUMENT_ID}}.{{DOCUMENT_VERSION}}
         • Select Folder ID: You can add the folder Id. In this option, the URL configured in the Settings page is considered. For iManage Work at cloudimanage.com, this would be in the form: https://cloudimanage.com/work/link/f/{{DATABASE}}!{{FOLDER_ID}}
      3. Enter the relevant details based on your selection.

      Enter a brief and relevant text that provides a context to the content in the link in the Link Text field. and then click Add Link.

   4. Your name appears as the default administrator for the collection in the collection Administrators field. 

      • By default, you are added as administrator type Administrator. You can also choose to be added as Staffing Administrator. To change the type:
        1. Select on the right of the row.
        2. Select Set Type.
        3. Choose from Administrator, Conflicts Administrator or Staffing Administrator, and then Save.

        NOTE:

        Local collection administrators can perform role-relevant administrative tasks on the collection. However (unlike asset local administrators), the visibility and actionability of matters under the collection is determined by their access to those matters, and not by their local role on the collection. For more information on local administrator types, refer to Users and Roles.

   5. You can add more administrators to the collection (the ability to do this and type that can be added depend on your role(s)). You can add users as well as user groups as the administrators. When adding an administrator, you can optionally add a comment in the Reason field about why those administrators were added. This reason is subsequently visible in the Timeline tab.
      Select Add. The Add Administrators dialog box appears.

      NOTE:

      You have the option to filter the displayed user list based on user, type, job title, and/or practice area.

      1. Click on the row of a user/group or select the check box next to a user/group. You can select more than one user/group at a time. To select all available users/groups, select the uppermost check box on the left, or, if a user/group has already been selected, you can also select Select All n Items, where n represents the number of items available for selection. Then, click OK to choose a user(s)/group(s) to be the administrator(s) for the collection. This is NOT a mandatory field. A collection administrator can update collection level details as well as delete the collection. 

         NOTE:

         You may choose to not assign any user/group as an administrator for the collection.
         Click on the row of the administrator or select the check box next to the administrator. Then, click Remove Selected. You are presented with an option to specify the reason for removal; if a reason is entered, this will be visible in the collection timeline.
         Alternatively,
         Click x on the row of the collection administrator to remove them from the role. You are presented with an option to specify the reason for removal; if a reason is entered, this will be visible in the collection timeline.
         If you do not add any collection-specific administrator for the collection, then any user with an applicable global role administers (the corresponding aspect(s)) of the collection.

      2. When an item is selected, a line displays above the lists stating "These users will be added as Administrator". Select Administrator to choose the administrator type.
         Choose from Administrator or Staffing Administrator, and then select OK.

   6. Select Next.

4. The Security pane displays. There are two options for Collection security: Open and Restricted.

   NOTE:

   Collection security can't be changed after the collection is created—that is, after you have selected Finish, as described in Step 5.

   In the Security pane, select one of the security policies for the collection:

   • Open.

     TIP:

     To create an exclusionary collection on a group of matters—for example, matters that are typically open on a departmental level— set the security policy to Open, and add collection-conflicted users to exclude a specific group or set of users.

     With open policy:

     • Access to the collection is open by default.

     • The security policy of matters under the collection is not affected:

       • Individually restricted matters continue to be restricted to authorized users only.

       • Open matters continue to be open—but any collection-conflicted users will be excluded from the matter. 
         For more information, refer to Collections Security and Access.
     • You cannot add collection staffing to a collection with open security, because all users have access by default—unless they're excluded by matter security or by being conflicted users on the collection.
     • You can specify collection conflicted users.

   • Restricted.
     With restricted policy:

     • Matters in the collection that originally had open security policy, change to having Restricted by Collection security policy.

     • Access to matters in the collection is restricted to users named on collection staffing, but matters with matter-level (individually) restricted security retain their own staffing, which may include members outside of the collection staffing who are not collection-conflicted users. The security of these matters can be changed to Restricted by Collection. 
       For more information, refer to Collections Security and Access.

     • You can define the staffing for the collection.

     • You can specify collection conflicted users.

       NOTE:

       If your organization has collections created in iManage SPM version 10.3.4.2 or earlier, their security policy will have been restricted type. Upon upgrade to any version higher than 10.3.4.2, this restricted policy is retained. That security policy, as with that of all created collections, cannot be changed.

5. Select Finish.

The collection is now available in the Collections dashboard. You can now add matters and rules to, and otherwise edit, the collection.

• To add matters to a collection, including setting up matter addition with Collections Self-Maintaining Rules, refer to Managing Matters in a Collection.
• To add users to a restricted collection, refer to Defining Collection Staffing.