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Collections Overview

In this article you will read about how to organise your videos into collections and why that could be useful.

Collections let you organize your meeting recordings into folders, control who on your team can see them, and get notified in Slack when new recordings are added to a shared collection.


Creating a Collection

• Click the + icon next to Collections in your workspace sidebar.


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  • Enter a Collection title.

  • If you want every recording added to this collection to post its notes to a Slack channel, turn on Send notes to Slack and choose the channel. See the Slack notifications guide for setup steps.

  • If you want every meeting in this collection to use the same notes template, turn on Enforce notes template. New meetings will use that template regardless of each member's personal template — existing notes won't be regenerated to match it.

  • Under Members, set who can access the collection. Everyone at Bluedot controls the workspace-wide default — click its access dropdown and choose Full access, Can upload, Can view, or No access. To give specific teammates a different level of access, add them above it with the search field.

  • Click Create.

All of these settings — Slack notifications, the enforced template, and member access — can be changed later from the collection's settings.


Adding Recordings to a Collection

There are several ways to move a recording into a collection:

1) From the recording itself — click the Move icon on a meeting, then choose the collection from the menu.

2) Drag and drop — drag any recording directly onto a collection from anywhere in your workspace.


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3) From the three-dot menu — click the ⋯ menu next to a recording and select a collection.

4) Automatically — set up auto-sort rules so new recordings are assigned to a collection as soon as they're created. See the auto-sort guide for details.


Sub-Collections

Sub-collections are folders within a collection, useful for organizing a large number of recordings without creating a separate top-level collection. A sub-collection inherits its parent collection's access level — there's currently no way to set different permissions for a sub-collection.

To create one:

  1. Click the + icon next to the collection you want to add a sub-collection to.

  2. Name the sub-collection.

Collections that contain sub-collections show an arrow you can click to expand or collapse them.


Searching Within Collections

Use the search bar to find recordings by title or content across your collections.


You can also easily filter your collections. See guide.


Deleting a Collection

Open the three-dot settings menu inside a collection and select Delete.

Deleting a collection permanently deletes every recording inside it.

Move a Collection Into Another Collection (Sub-Collections)

You can reorganize your collections at any time by moving a collection into another one.

You can do the same with sub-collections.

Moving a collection into another makes it a sub-collection. All the recordings inside move along with it, but they inherit the permissions of the target collection to which they have been moved to.

✍️If you move a private collection to a shared one, it automatically becomes shared and vice versa.
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Accidentally deleted a collection? Contact our support team by email ([email protected]) or chat, and we'll help you recover it.

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