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Getting Started: Creating and Viewing Collections
Getting Started: Creating and Viewing Collections

Organizing and storing relevant information in Indago

Heather Perez avatar
Written by Heather Perez
Updated over 2 months ago

Collections are groups of related articles and documents, making it easier for you and members of your organization to organize their findings. Collections are the second component in the Indago process for generating reports. In this article, we discuss the core functions of collections.

Navigating Collections

My Collections - Shows your organized group of articles and documents.

Team’s Collections - Shows all members' groups of articles and documents within your organization. This is only available for members with the role of administrator or manager.

All Collections - It shows all the organized groups of articles and documents within the entire organization. This is only available for members with the role of administrator or manager.

Search Bar - Search for existing collections using keywords

Sort Collections - Collections can be sorted by most recent and oldest

Collection Card displays the following:

  • Items - The amount of article(s) included in a collection.

  • Authors - The number of unique author(s) based on articles and documents.

  • Sources - The number of unique sources/websites the articles and documents came from.

  • Files - The number of uploaded documents added to the collection.

Viewing Collections

Members can click “See Collection” to view the contents of their collection. To edit the name or delete the collection, click the three vertical dots.

Upload: Users can select the “Upload” button or drag and drop PDF documents (no more than 20 MB) into their collection. Up to five (5) documents can be uploaded at one time. File types supporters are PDF, PNG, and JPEG.

Sort: The collection contents can be sorted and viewed in order as most recent, oldest, by author's name, or by source.

Filter Collection Content By:

  • Keywords - specify keywords to get more granular insights

  • Date Range - select a start and end date to narrow search results

  • Authors - select which authors you’d like to view content by

  • Sources - select which sources you’d like to view content by

  • Languages - pick preferred languages

Choose Language Model: The default language model is GPT-4o, provides 120,000 tokens. Users have the option to switch to Claude Sonnet 3.5, which has a higher token limit of 195,000.

Add Articles for Report: Click on the boxes next to the articles/documents you want to include in your report

Deleting Articles from Collections: Click on the three-dotted line icon, then select "delete."

Moving Articles to Another Collection: Click on the three-dotted line icon, then select "move."

Creating a Report: Once you've selected all the articles and content for your report, click "Create Report" to begin the report generation process.


Updates: 15 November 2024

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