> ## Documentation Index
> Fetch the complete documentation index at: https://conveo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Collections

> Group the reports, reels, quotes and other outputs you care about into named lists, with everything you save kept in one place.

## 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](#sharing-a-collection). **Bookmarks** always stays private.

> [!NOTE]
>
> **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.

***

## 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.

***

## 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.

***

## 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](#what-recipients-can-do).

**Bookmarks is managed for you** — it can't be renamed or deleted, and it's always
there.

***

## 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.

### 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.

### 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.

### What recipients can do

Each person you share with gets one of three access levels:

| Access level | What the person can do |
| - | - |
| **Can view** | Open the collection and see the items they can already open in their own studies. |
| **Can add items** | Everything in **Can view**, plus add items to the collection and remove items from it. |
| **Can manage** | Everything in **Can add items**, plus rename the collection, change its description, give anyone any access level, and delete the collection. |

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.

### 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.

***

## 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.

***

## Related

* [Find Outputs and Save to Collections](https://conveo.ai/docs/insights-and-reports/output-library.md) — browse every output across your studies, and build a quote reel from a selection of saved quotes.
* [Quote Reels](https://conveo.ai/docs/insights-and-reports/quote-reels.md) — turn saved quotes and video insights into a shareable highlight video.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.