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Edit item collections

Items can be moved to a different collection within a Team or added to more than one collection.

Note

You cannot add or remove items to/from collections for which you have only "Can view" permission.

Edit item collections via the web interface

  1. Log in to Bravura Safe via the web interface.

  2. Click My Safe.

  3. Search or filter to locate the shared Team item for which you want to edit Collections.

    safe_web_edit_item_collections_b

    Note

    This task can also be performed from the Teams view; select a Team, then search or filter to locate the item.

  4. Click the corresponding gear safe_gear_icon drop-down and select Collections.

    safe_web_edit_item_collections_b2

  5. Under COLLECTIONS, select or deselect the Collections with which the item is being shared.

  6. Click Save to save any changes.

Edit item collections via browser extension

  1. Log in to a Bravura Safe browser extension.

  2. Click My Vault.

  3. Using the FILTERS, locate the [shared] Team item for which you want to edit collections.

  4. Click the item to open it in view mode.

  5. Click Edit in the top right corner.

  6. Scroll to the bottom and click Collections.

  7. Under COLLECTIONS, edit the collections that this item is being shared with by selecting/deselecting the desired checkboxes.

    Note

    Only Team users with access to these collections will be able to see this item.

  8. Click Save in the top right corner to save any changes.

Edit item collections to via mobile app

  1. Open the Bravura Safe mobile app.

  2. Tap My Vault.

  3. Search or filter (by type, folder, collection) to locate the shared Team item for which you want to edit collections.

  4. Select the item to view it.

    The View item screen appears.

  5. Tap the vertical ellipsis icon safe-3-dots-icon.png at top right and select Collections.

  6. Toggle the switch On for each of the Collections you want to share this item with.

    Note

    You must select at least one collection. Only Team members with access to these collections will be able to see them. See Permissions

  7. Tap Save at top right to save any changes.

  8. Tap Close.

Edit item collections using the desktop app

To move an item between collections using the desktop app:

  1. Open the Bravura Safe desktop application to the My Safe view.

  2. Using the Search <filter name> field or the filters in the left panel, locate the item for which you want to edit collections.

  3. Select the item to view ITEM INFORMATION in the right panel.

  4. Click the Edit safe_desktop_windows_icon_edit icon at the bottom of the right panel.

    The EDIT ITEM dialog appears.

  5. Locate and click Collections.

    safe_desktop_windows_edititem_collections

    Note

    Only items belonging to a Team safe will be assigned to Collections.

    A COLLECTIONS pop-up appears.

    safe_desktop_item_collections_popup

  6. Select the collection(s) to which you want to share the current item.

    Note

    A Team item must belong to at least one Collection.

  7. Click Save safe_desktop_icon_save .

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