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Add And Remove Items From a Package

You may add items to an existing package or to a new package that you create. You may remove items from a package until it has been sent.

Note:

  • Although it is possible to add tags to a package, they are not exported and only documents are supported.

  • If a package is linked to a project:

    • The publishing job that is assigned to the package might be configured to only allow items in the project to be added to the package. You can see the name of the linked project on the Related Project page of the package properties.

    • If you add a master document to the project when a project copy already exists, the project copy will be added to the package instead.

  • The publishing job that is assigned to the package might be configured by a System Administrator to only allow items to be added to the package that can be locked to the package when it is sent to the destination system. That is, only documents that are not already locked.

ClosedAdd Items to Package

To add items to a package:

  1. On any view page, select the items that you want to add to the package.

  2. In the Review ribbon, click Add to collection.

    The Add to collection dialog box appears.

  3. Choose between two options:

    • To add the items to an existing package:

      1. In the menu, click Existing.

        The list of shared collections appears.

      2. Select the name of the package that you want to add the items to.

      3. Click OK.

        The selected items are added to the package.

    • To add the items to a new package:

      1. In the menu, click Create New.

        The collection options appear.

      2. Click options or type values using the descriptions in the following table.

      3. Click OK.

        A package is created and the selected items are added to the package.

Package options
Option Description

Name

Type the name of the package as you want others to see it.

Collection type

Select Package.

ClosedRemove Items from Package

To remove items from a package:

  1. View the package that contains the items that you want to remove as described in View And Edit a Package.

  2. Select the items that you want to remove and then right-click over the selection and select Remove from <PackageName> from the context menu that appears.

    A dialog box opens, asking you to confirm your choice.

  3. Click Yes.

    The items are removed from the package.