Packs are a way of grouping related documents together regardless of where they are stored. A document can be in any number of packs, and will remain in a pack even if it is moved or reindexed.
Creating a Pack
- Select one or more documents in your Intray or Search tab.
- Click Packs in the ribbon (or right-click and choose Packs).
- Select New Pack and give it a name.
Adding Documents to an Existing Pack
Select the document, go to Packs in the ribbon, and choose Add Document, then select the pack you want to add it to.
Viewing Packs
The Packs tab in the left pane of the Search tab shows all packs associated with a selected document. Double-clicking a pack name searches for all documents within that pack.
In the Intray, the Packs section in the side pane shows which packs the selected document belongs to.
Documents that are part of a pack are indicated by a paperclip icon in the search results and intray view.
Removing a Document from a Pack
Select the document, go to Packs, and choose Remove Document, then select the relevant pack.