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CiteRight Next - Collections: setting up your knowledge bank

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Copy of Zendesk Help Branding (May 2024) (1).pngWhat are collections?

CiteRight allows you to save authorities into groups and share them across your firm. We call these groups "collections" rather than folders because one case can belong to more than one collection. These are especially useful in the creation of new files. Creating one and sharing it with the relevant stakeholders for that file will allow you and your colleagues to access the most recent cases at any given time. 

 

Table of Contents 

Creating a collection through the Web Application

Creating a collection while saving a case

Sharing a collection

 

Watch this video, or follow the steps below!

Creating a collection through the Web Application

  1. Go to app.citeright.net and log in with your username and password.
  2. Select the Collections from the side navigation.
    mceclip0.png

  3. Click the New Collection button.mceclip0.png

  4. Enter a name for your collection. Then, click Add.  mceclip1.png
           

You can now save cases to your new collection using the browser extension, and view those cases in the web application and MS Word add-in.

 

Creating a collection while saving a case

If you are actively viewing a case and wish to save it to a new collection, you can do so directly in the browser extension. Simply starting typing your new collection name in the dropdown, and then click the Create New Collection button.

 

1. Open the browser extension

2. Type the name of your new collection in "Search or create a collection".

3. If you see any search results for collections by that name, you can select that. Otherwise, click on the "Create New Collection" button.

Note: Only collections that you have created or that have been shared with you will appear in your list. If you would like access to an existing collection rather than creating your own, please coordinate with the owner or editor of the existing collection.

4. Click "Save to Collection" as usual.

Learn more! Saving a case

Sharing a collection

After a collection is created, you may want to share that collection with a colleague or anyone involved in the file you are working on. Currently, we only allow you to share your collection through the web application. Here's how you would do it. 
  1. Go to app.citeright.net.
  2. Click on the Collections tab in the side navigation panel.

  3. Click the three dots that appear on the far right side of the collection that you want to share. In the dropdown menu that appears, click Share  mceclip2.png

  4. Enter the email address and role of the individual(s) you want to share the collection with. Click Add.
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