Subsets

You can put a selection of items into Subsets which can be found under their own tab in the left panel. It allows you to categorize a number of items so that you can find them easily later without having to manually search or filter for them. It doesn’t take them out of their folders and you can put an item into multiple subsets at a time.

Create subset and add items

Creating a subset and adding items to one is done through the same process. There are two ways to do this: in bulk in the Explore tab, or in Zoom View for one item at a time.

To add one or multiple items to a subset:

1. In Explore, select one or multiple items.
2. On the floating bar, click the three dots ....
3. Click Add to subset.
4. Choose an existing subset, or type a unique name to create a new one and click + Create subset.
5. Click Save.

You can also add one item at a time in Zoom View (Image and Multimodal projects only):

1. When in Explore, click on an item to open it in Zoom View.
2. Click Add to Subset.
3. Select one or multiple subsets, or type in a unique name to create a new one and click + Create subset.

Copy items to a subset

To copy one or multiple items from one subset to another:

1. Go to the subset.
2. Select one or multiple items.
3. On the floating bar, click the three dots ....
4. Click the Copy/Move items button.
5. Choose the destination subset.
6. Click Copy.

Move items from one subset to another

To move an item or multiple items from one subset to another:

1. Go to the subset.
2. Select one or multiple items.
3. On the floating bar, click the three dots ....
4. Click the Copy/Move items button.
5. Choose the destination subset.
6. Click Move.

Share subset

Subsets from Image and Multimodal projects can be shared with others by generating a link. This will allow viewers who don’t have access to the platform to review and examine the items. They will be able to leave their feedback by setting an approval status.

To share a subset:

1. In the All Subsets filter dropdown, find the subset you want to share.
2. Click on the three dots ⋮.
3. Click Share.
4. In the pop-up, click Generate.

Once the link is generated, you have two additional actions you can take:

• Revoke - This will revoke the link so that it can’t be used to view the subset anymore.
• Generate - This will generate a new link to be used, rendering the old one invalid.

Delete a subset

To delete a subset:

1. Find the subset you want to delete under Subsets in the left panel.
2. Click on the three dots ⋮.
3. Click Delete.
4. In the popup, click Delete.

Delete items from a subset

To delete items from a subset:

1. In the All Subsets filter dropdown, find the subset you want to delete.
2. Click on the three dots ⋮.
3. Click Delete.
4. In the popup, click Delete.