For users

This chapter describes how new records can be created, how existing records can be edited and deleted.

Quick Access

3 Articles

The quick access allows you to create and access your own or shared collections & presentations. You can access your saved searches and lists that were enabled for the quick access.

Quick start guide

These short instructions serve as your first guide to CollectionPro. The short version contains the most frequently used functions of...

Glossary

This article contains a glossary of terms used in the CollectionPro system. The glossary is intended to facilitate the use...

Quick Access panel

The quick access panel allows you to create and access your own or shared collections & presentations. You can access...

Lists

Under “Lists” all object types can be found and depending on your permissions, vocabularies/thesauri can be managed here. The system...

Creating records

This article describes the process of creating new records and uploading new files efficiently, taking advantage of the application's rich features.

Editing records

This article describes the different ways to edit existing records. Please note, that editing records is only possible for users...

Deleting records

This section guides the user to deleter records safely and efficiently, taking into account the different deletion situations and related precautions.

How do I search for records and files?

The search is opened from the main menu by pressing the “Display search view” button. This is also the default...

Saved searches (& Lists)

Searches and lists stored in the CollectionPro system are powerful tools for managing and retrieving information. Saved searches retain the search request, which allows you to get dynamic search results at different times. Users with the necessary permissions can create and manage their own saved searches, as well as access predefined searches. Lists, such as keywords or locations, can be added to the quick access, making it easier to browse and search for information.

Collections (& Presentations)

Collections are like personal folders to collect records. They can be turned into presentations, shared with others and can be...

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