All Guides

This page lists all public Collection Pro documentation by topic. Choose a topic and then the guide you need. You can also use your browser’s find function to search this page for a specific term.

Jump to a topic

• Getting started
• User guides
• Administrator guides
• Tutorials
• Web platform
• Release notes

Getting started

• Getting Started – Learn the Collection Pro layout and the most common search, viewing, and management actions.

User guides

Records and metadata

• Creating Records – Create records, upload files, and enter record information in the editor.
• Copying Records – Copy records with or without reverse links and create ad hoc templates.
• Editing Records – Edit individual records in the available editors.
• Group Editor – Edit multiple records of the same object type at once.
• Deleting Records – Move records to the trash, restore them, or purge them permanently.
• Lists – View object types and, depending on your permissions, manage vocabularies and thesauri.

Collections and sharing

• Quick Access – Learn about Quick Access for collections, saved searches, and lists.
• Collections and Presentations – Collect and arrange records, create presentations, and share collections.
• Saved Searches and Lists – Use saved search requests and lists added to Quick Access.

Additional features

• Custom Renditions and Crop Tool – Create downloadable image renditions with custom settings and crops.

Administrator guides

Configuration and data model

• Custom Version Presets – Configure ready-to-use image download options for users.

Tutorials

• Using Templates for Records – Save frequently used metadata as a template and reuse it.

Web platform

• Order System – Enable and manage collection- and email-based item ordering.

Release notes

2026

• Release Notes 6.34.2 – Color-space and color-profile selection for file variants, plus fixes for search, custom renditions, HEIC files, and the interface.
• Release Notes 6.34.1 – Login-validity handling for LDAP, SSO, and email users, plus CMYK PDF previews.
• Release Notes 6.34.0 – Custom image renditions, the crop tool, new sign-in methods, and other improvements.
• Release Notes 6.33.2 – Fixes for save performance, delete workflows, constraint tags, and permission checks.
• Release Notes 6.33.1 – Improvements and fixes for file access, previews, export, metadata mappings, and dates.