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Assigning a Workspace Summary to a Collection

Assign a workspace summary to a collection that share the same workspace-specific criteria, such as the month it was created and the location of the workspace. For more information on how to create a collection, see "Creating a Workspace Summary Collection".

In a collection, there can only be one workspace summary from each workspace. If you are assigning a workspace summary to a collection that already has a summary from the same workspace, Proliance will prompt you to replace the existing summary with the new one.

To add a workspace summary to a collection

1. While viewing a workspace summary, click Options > Assign to collection.

The Assign to Workspace Summary Collection dialog box appears.

2. Select the collection to which you want to assign this workspace summary and click the Transfer button .
3. Click Next.

Proliance verifies that you want to add this workspace summary to the collection.

4. Click Finish.