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What Are Collections?

Collections are named lists where you gather the things you want to keep together — reports, slide decks, quote reels, individual quotes, video insights, themes, charts, and interviews. Everyone starts with one collection called Bookmarks. Anything you save with the bookmark button goes there. Alongside it you can create as many named collections as you like — for example “Pricing objections”, “Onboarding friction”, or “Competitor mentions” — and put the same item in more than one. Collections are private until you share them. Other people in your organization see a named collection only after you share it with them — see Sharing a Collection. Bookmarks always stays private.
Where Bookmarks went. The sidebar entry is now Collections. Everything you bookmarked is still in Bookmarks, pinned at the top of that page — nothing moved and nothing was lost. Collections add named lists alongside it.

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Saving Something

Wherever you see the bookmark icon — on a quote, report, reel, slide deck, theme, chart, or interview — you can save it.
  • Click the bookmark icon to save the item to Bookmarks straight away. Click it again to remove it.
  • Click the chevron next to the bookmark to open the Add to collection menu, where you choose exactly which collections the item belongs to.
In the menu:
  1. Tick any collection to add the item to it. The item is saved the moment you tick it — there’s no separate Save button to press.
  2. Untick a collection to take the item out of it.
  3. To start a new list, click New collection, type a name, add a description if it helps, and click Create. The item is added to the new collection in the same step.
An item can live in several collections at once — ticking a second collection doesn’t remove it from the first. The menu lists Bookmarks, your own named collections, and any collection someone has shared with you at Can add items or Can manage. Collections shared with you at Can view don’t appear in the menu, because you can’t add to them.

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The Collections Page

Open Collections from the left sidebar to see everything you’ve saved. Bookmarks is always pinned first and can’t be removed — it’s your default list. Your named collections follow, each showing its name and how many items it holds. Collections that other people have shared with you appear in the same list, marked Shared by and the owner’s name. From here you can:
  • Search collections by name.
  • Sort collections by Last updated, Name A–Z, or Most items.
  • Filter the list by the study an item came from, or by item type (report, quote, reel, and so on).
  • New collection — create an empty named collection to fill later.
The item count on each collection only counts items you can still open. If an output was deleted, or belongs to a study you no longer have access to, it isn’t counted — so the number on the row always matches what you see when you open it.

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Inside a Collection

Click a collection to open it and see its items.
  • Search this collection to find an item by name, and Sort items by Recently added or Type. You can also filter by item type.
  • Remove from collection takes an item out of that one collection. It doesn’t delete the underlying report, quote, or reel — and it stays in any other collection it’s in.
  • Edit a named collection to rename it or change its description. Delete removes the whole named collection (the items themselves aren’t deleted).
A collection someone else owns shows Collection by and the owner’s name under its title. What you can do inside it depends on the access you were given — see What recipients can do. Bookmarks is managed for you — it can’t be renamed or deleted, and it’s always there.

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Sharing a Collection

Share a named collection to give colleagues a curated set of evidence — for example, the quotes and reports behind a recommendation — without sending each item separately.

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How to share

  1. Open the named collection from the Collections page.
  2. Click Share Collection in the collection header.
  3. Add people or teams from your organization, choose the access each one gets, and click Invite. To open the collection to everyone in your organization instead, change General access from Restricted to your organization.
The Share Collection button appears only when all of these are true:
  • The collection is a named collection, not Bookmarks.
  • You can manage the collection or add items to it.
  • Sharing is turned on for your organization.

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Who you can share with

You can share a collection only with people and teams in your organization, or with the whole organization. Collections have no public link: there is no “Anyone with the link” option, and someone outside your organization can’t open a shared collection.

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What recipients can do

Each person you share with gets one of three access levels: Sharing a collection doesn’t give anyone access to the studies or outputs inside it. Each person sees only the items they already have access to, so two people opening the same shared collection can see different items and a different item count. To let a colleague see everything in a collection, give them access to the underlying studies or outputs separately. Shared collections appear on the recipient’s Collections page alongside their own, marked Shared by and the owner’s name. Collections shared with them at Can add items or Can manage also appear in their Add to collection menu.

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Limitations

  • Bookmarks can’t be shared. It is always private to you. To share items from Bookmarks, add them to a named collection and share that collection.
  • Sharing may not be available in every organization yet. If you don’t see Share Collection on a named collection you own, sharing isn’t turned on for your organization; you can still create and use collections privately.
  • Shared collections stay in their organization. A collection belongs to the organization it was created in, and can be shared only within that organization.

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Collections Across a Study

Inside a study, the Collections tab shows just the collections that hold something from that study. It’s the same collections you see on the Collections page — your own and any shared with you — filtered to what’s relevant to the study you’re looking at — a quick way to find the quotes and outputs you saved while working through one project.