📁 Create a collection

A collection is a folder containing a large theme, within which you can insert several contents (articles and/or guides).

All collections make up the tree structure of your knowledge base.

A collection is represented by a gray visual:

There are two types of collections:

• Parent collections: collections present at the root of your base.

• Sub-collections: collections created within parent collections.

🎯 Use case

• Structure the knowledge base in the form of categories that can contain articles and/or guides.

• Define an architecture on several levels (parent collections and sub-collections).

⚒ Create a "parent" collection

To create a "parent" collection, at the root of your knowledge base, follow these steps:

1. Go to the general menu of the knowledge base;

2. Click on "Add a collection";

3. Give a name to your collection;

4. Your collection has just been created, you can open it to start editing the content by creating articles/guides or adding a sub-collection by following the steps below.

💡 On a "parent" collection, you can perform the following actions:

• ✍ Rename;

• 📸 Modify the icon;

• 📷 Modify the miniature icon;

• 🆕 Add an element (=content);

• 👀 Clone in another base;

• 🗑 Archive (it will be possible to restore it later)

• 🗑 Delete (definitely)

⚒ Create a sub-collection

To create a sub-collection, follow these steps:

1. Select the "parent" collection in which to integrate a new collection;

2. Click on "Add an element";

3. Choose "Collection";

4. Give a name to your collection;

5. Your sub-collection has just been created, you can open it to start editing the content by creating articles/guides or adding a sub-collection by repeating this process.

🎨 Customize a collection

Mayday offers you the possibility to customize your "parent" collections to make them visually attractive and more easily identifiable on the advisor side!

There are two ways to customize a collection outside of its title:

• Modify the icon: this option allows you to add a visual element to the thumbnail of each collection, by choosing the icon and its color.

• Modify the miniature icon: this option allows you to add a different miniature icon from the main icon of your collection, especially in the case where the downloaded main icon is of lower quality in miniature version.

• Add a description : this allows you to add a short description of the collection and its contents, to give advisors a little more context on the purpose of the collection.

  📸 See how to add a description

  

  📸 View the description of a collection

  

⬜ Visibility of collections and sub-collections on the advisor side

When the advisor logs into Mayday, he immediately has access to the parent collections on his homepage.

He just needs to click on the parent collection of his choice to view all the sub-collections or contents of the parent collection.

A parent collection can contain several levels of sub-collections. The advisor can navigate within each of them to access the content of his choice. The breadcrumb trail updates as the advisor progresses.