Use collections to organize your logins and Secure Notes

You can create new Collections from the Collections section in the side menu. In the web app, Collection names have a 40-character limit, and duplicate names aren't allowed. You can add logins and Secure Notes to your Collections.

1. In the side menu, select the plus icon next to All collections in the Collections section.
2. In the Create new collection pop-up, enter a name for your Collection and select Create. The Create button remains grayed out or inactive until you enter a name.

Your new Collection appears in alphabetical order in the Collections section. After you add items, select a Collection in the list to view the items. If you have both logins and Secure Notes in the Collection, the items are organized in tabs above the list.

If you want to search for a Collection, you can select All collections and type the name of the collection in the search bar.

You can rename or delete Collections at any time.

Rename or delete Collections

You can also create a Collection from an individual login or Secure Note in the web app.

Note: You can’t create a Collection from Secure Notes with attachments.

1. In a login or Secure Note's row, select the 3-dot menu and then select Add to a collection.
2. In the pop-up, enter a name for your Collection. Or if you previously created Collections, you can select an existing Collection from the list.
3. After entering a new Collection, select Enter or Return.

Your new Collection appears in the row of your login or Secure Note and in alphabetical order in the side menu in the Collections section.

You can also select and add multiple logins or Secure Notes at the same time with "bulk select"

1. In your vault, open the login or Secure Note that you want to add to one or more Collections.

2. Select + Add a collection. You can add a new Collection name or select an existing Collection from the list that appears. If you haven't created any Collections, no list appears. After adding a new Collection, select Enter or Return.

   Note: You can’t add Secure Notes with attachments to Collections. The option appears grayed out or inactive.

   

   

3. Collections you add appear above + Add a collection. You can continue to add as many Collections as you need.

   

   

   If you want to remove a login or Secure Note from a Collection, select the X icon. You aren't asked if you want to confirm the removal.

4. When you're finished, select Save in the bottom menu. If you don't want to add the Collections to your item, select Cancel and then Discard.

Your Collections also appear in the Collections column in the Logins and Secure Notes lists in your vault. Multiple Collections appear in alphabetical order. When you've added several Collections, select the plus sign and number in the item's row to view the list of Collections.

Note: If you’re a member of a professional plan and have the Spaces feature, each Collection is tied to the Space where you created the Collection. If you created a Collection in your Personal Space, that Collection won't appear in your Business Space when you view the existing Collections list.
More about Spaces

When you've created or imported many logins and Secure Notes, you can organize those items into Collections with the bulk select function. First, you create or select a Collection, and then you can select multiple logins and Secure Notes you want to add.

Bulk select notes

• Bulk select is available only in the web app and only on Collection pages
• You can’t bulk select and add Secure Notes with attachments to a Collection
• For professional plans:
  • For plans with Spaces, you can’t bulk select and add items from both your Personal and Business Spaces in one Collection
  • You can choose from only existing shared items with the Full access permission when bulk selecting and adding to an existing shared Collection
    • If you create a Collection and add shared items with a mix of permission levels, you can't share the Collection because you can only share Collections with items with the Full access permission level

Bulk select items to add to a Collection

Bulk select is available only on Collection pages. You can bulk select on the Logins or Secure Notes tabs.

1. In the side menu, select a Collection or create a new Collection.

   Create a Collection in the web app

2. On the Collection page, select + Add items in the top right of the page.

   

3. In the pop-up, logins appear first. You can switch to the Secure Notes tab to bulk select and add Secure Notes to the Collection.
4. Select the checkboxes next to the items you want to add to the Collection at the same time.
   • If a lock icon appears in the checkbox column, you don’t have sufficient permissions to add the shared item to the Collection.
   • Use the SHIFT key to select multiple items in order. Select the first item in the list, hold the SHIFT key, and then select the last item. All items between the first and last items are automatically selected.
5. Select Add to Collection.

   • For professional plans only: If you’re adding items to a shared Collection, select the permission level. The same permission level applies to all the items in the shared Collection. Select Share.

     Roles and permissions for shared Collections

6. Optionally, select the other tab and select the checkboxes next to the items you want to add to the Collection at the same time.
7. Select Add to Collection.

Select a Collection's name in the side menu to view the logins and Secure Notes you've added. If you have both logins and Secure Notes in the Collection, the items are organized in tabs above the list.

If you select All collections in the side menu, you can then enter a Collection's name in the search bar at the top of the page. You can then open the Collection and view the number of items associated with it. 

After you add a login or Secure Note to a Collection, you can also remove the item from the Collection while on the Logins or Secure Notes list pages.

1. In an item's row, select the 3-dot menu and then select Remove from a collection.
2. Select the Collection's name.

The Collection label is removed from the item's row, but the Collection remains in the Collections section in the side menu.

You can also remove an item from the Collection's main page.

Open a Collection to edit the name or delete it. Select the 3-dot menu in the top right and select an option:

• Select Edit to rename the Collection. The Save button is grayed out or inactive until you make a change. Select Save when you're finished.
• Select Delete to remove a Collection that you no longer want in the Collections section. In the Delete collection? pop-up, select Delete again. When you delete a Collection that you no longer need, the action is permanent. The logins and Secure Notes associated with the Collection remain in your vault.

To quickly rename or delete a Collection, select the 3-dot menu next to the Collection in the side menu. A Share option will appear for professional plan members because they can share Collections with other members of their organization.

You can create new Collections from the Collections section in the side menu. In the iPad/macOS app, Collection names have a 100-character limit, and duplicate names aren't allowed. You can add logins and Secure Notes to your Collections.

1. In the side menu in the Dashlane iPad/macOS app, select the plus (+) icon in the Collections section.
2. In the Create new collection pop-up, enter a name for your Collection and select Create. The Create button doesn't appear until you start to enter a name.

Your new Collection appears in alphabetical order in the Collections section. After you add items, select a Collection in the list to view the items. If you have both logins and Secure Notes in the Collection, the items are organized in their own lists.

You can rename or delete Collections at any time.

Rename or delete Collections

You can also create a Collection from an individual login or Secure Note.

Note: You can’t create a Collection from Secure Notes with attachments.

1. In a login or Secure Note's row, select the 3-dot menu and then select Add to a collection.
2. In the pop-up, enter a name for your Collection. Or if you previously created Collections, you can select an existing Collection from the list.
   • After you start entering a new Collection, Create appears below the text field. When you've entered the Collection name, select Create.

Your new Collection appears in alphabetical order in the side menu in the Collections section.

You can’t add Secure Notes with attachments to Collections.

1. In your vault, open the login or Secure Note that you want to add to one or more Collections.
2. In the Item Organization section, select Add a collection.
3. On the next screen, you can create a new Collection or select an existing Collection.
   • After you start entering a new Collection, Create appears below the text field. When you've entered the Collection name, select Create.
4. The Collection appears in the Item Organization section of the item's details.

You can continue to add as many Collections as you need or remove a Collection from an item. To begin, select Edit in the top right of the login or Secure Note screen.

• Select Add another collection. After you're finished, select the checkmark in the top right of the screen to save. If you don't want to add the Collections to your item, select Cancel.
• If you want to remove a login or Secure Note from a Collection, select the red minus (-) icon next to the Collection you want to remove the item from. Then select the checkmark in the top right of the screen to save. If you don't want to remove the Collection, select the X and then Leave page.

Note: If you’re a member of a professional plan and have the Spaces feature, each Collection is tied to the Space where you created the Collection. If you created a Collection in your Personal Space, that Collection won't appear in your Business Space when you view the existing Collections list.
More about Spaces

Select a Collection's name in the side menu to view the logins and Secure Notes you've added. If you have both logins and Secure Notes in the Collection, the items are organized in their own lists.

You can also enter a Collection's name in the search bar at the top of the right panel to view a list of items associated with the Collection's name. You’ll also see other items that include that name.

After you add a login or Secure Note to a Collection, you can also remove the item from the Collection while on the Logins or Secure Notes list pages.

1. In an item's row, select the 3-dot menu and then select Remove from a collection.
2. In the pop-up, select the red minus (-) icon next to the Collection you want to remove the item from. Then select the checkmark in the top right of the screen to save. If you don't want to remove the Collection, select the X and then Leave page.

The Collection is removed from the item's detail page, but the Collection remains in the Collections section in the side menu.

You can also remove an item from the Collection's main page.

After you select a Collection, you can Edit or Delete the Collection from the 3-dot menu in the top right. When you delete a Collection that you no longer need, the action is permanent. The logins and Secure Notes associated with the Collection remain in your vault.

• Select Edit to rename the Collection. In the pop-up, make your change and select the checkmark when you're finished.
• Select Delete to remove a Collection that you no longer want in the Collections section. In the Delete collection? pop-up, select Delete again.

You can create new Collections from the side menu in the Dashlane Android app. On your phone, Collection names have a 100-character limit, and duplicate names aren't allowed.

If you haven't created any Collections, select the plus (+) icon. If you don't have logins or Secure Notes to add to a new Collection, select Add logins to start adding data. After you have some logins and Secure Notes, you can organize them in Collections.

If you already have logins and Secure Notes that you want to add to an existing or new Collection, use these steps:

1. Select the three parallel bars to open the side menu.
2. Select Collections in the Tools section.
3. On the Collections screen, select the plus (+) icon.
4. On the Create new collection screen, enter a name for your Collection.
5. Select the checkmark in the top right to save.

Your new Collection appears in alphabetical order on the Collections screen. You can continue to add as many Collections as you need.

If you haven't created any Collections, open the side menu in the Dashlane Android app and select Collections. Then select the plus (+) icon to create your first Collection.

On your phone, Collection names have a 100-character limit, and duplicate names aren't allowed. You can't add Secure Notes with attachments to Collections.

If you already have logins and Secure Notes that you want to add to an existing or new Collection, use these steps:

1. Select the login or Secure Note you want to add to a Collection.
2. If the item isn't part of a Collection yet, select the plus (+) icon for Collections. If the item is already part of one or more Collections, select Manage collections instead.
3. On the next screen, you can create a new Collection or select an existing Collection.
   • After you start entering a new Collection, + New collection appears below the text field. When you've entered the Collection name, select + New collection.
4. You can repeat the steps to add the item to additional Collections.
5. If you opened the edit screen for the item, select the checkmark to save your changes.

Your Collection appears automatically in the item's Collections section. New Collections are also added to the Collections section of your app. You can continue to add the item to as many Collections as you need. You can rename or delete Collections at any time.

Rename or delete Collections

Note: If you’re a member of a professional plan and you have the Spaces feature, each Collection is tied to the Space where you created the Collection. If you created a Collection in your Personal Space, that Collection won't appear in your Business Space in the existing Collections list.
More about Spaces

You can view the items you've added to a Collection by selecting the three parallel lines to open the side menu and then selecting Collections. Select a Collection to view the items.

You can also enter a Collection name in the search bar at the top of the Home screen to view the items you added to the Collection. Select Cancel to return to the Home screen.

You can remove items from Collections at any time.

1. Select the item you want to remove from a Collection.
2. Select Manage collections.
3. You’ll see a list of Collections. A checkmark indicates which Collections include this item. Select a Collection to remove the item, and the checkmark disappears.
4. Select the checkmark in the top-right corner of the screen to save your changes.

You can rename or delete Collections at any time. When you delete a Collection that you no longer need, the action is permanent. All items associated with the Collection remain in your vault.

1. Select the three parallel lines to open the side menu.
2. Select Collections
3. Select the 3-dot menu for the Collection you want to rename or delete.
   • Select Edit to rename the Collection. Enter the new name and select the checkmark to save.
   • Select Delete to remove a Collection that you no longer want in the Collections list. Then select Delete collection.

In the Dashlane iPhone app, open the Tools from the bottom menu and select Collections. On your phone, Collection names have a 100-character limit, and duplicate names aren't allowed.

If you haven't created any Collections, select Create Collection. If you don't have logins or Secure Notes to add to a new Collection, select Add login to start adding data. After you have some logins and Secure Notes, you can organize them in Collections.

If you have several logins and Secure Notes and you're ready to organize them into Collections, use these steps:

1. In the Dashlane iPhone app, select Tools in the bottom menu and select Collections.
2. On the Collections screen, select the plus (+) icon in the top right.
3. On the Create new collection screen, enter a name for your Collection.
4. Select Create in the top right.

Your new Collection appears in alphabetical order on the Collections screen. You can continue to add as many Collections as you need.

If you haven't created any Collections, open Tools in the bottom menu of the Dashlane iPhone app and select Collections. Then select Create Collection.

On your phone, Collection names have a 100-character limit, and duplicate names aren't allowed. You can't add Secure Notes with attachments to Collections.

If you already have logins and Secure Notes that you want to add to an existing or new Collection, use these steps:

1. In your vault, select the 3-dot menu in a login or Secure Note's row, and then select Add to a collection.

2. On the next screen, you can create a new Collection or select an existing Collection.

   After you start entering a new Collection, Create appears below the text field. When you've entered the Collection name, select Create.

   

Your Collection appears automatically in the login or Secure Note's Item Organization section. New Collections are also added to the Collections section of your app. You can continue to add as many Collections as you need. You can rename or delete Collections at any time.

Rename or delete Collections

You can also add logins and Secure Notes to one or more Collections from the item's edit screen.

1. In your vault, select the login or Secure Note that you want to add to one or more Collections.
2. Select Edit in the top right.
3. In the Item Organization section, select Add a collection. If you've already added one or more Collections to the item, select Add another collection.
4. On the next screen, you can create a new Collection or select an existing Collection.
   • After you start entering a new Collection, Create appears below the text field. When you've entered the Collection, select Create.
   • After you choose an existing Collection, you automatically return to the item's edit screen.
5. After adding and selecting Collections, select the checkmark in the top right to save. If you don't want to add your login or Secure Notes to the Collections, select the X in the top left, and then Leave page in the bottom pop-up.

Your Collection appears automatically in the login or Secure Note's Item Organization section. New Collections are also added to the Collections section of your app. You can continue to add as many Collections as you need, and rename or delete Collections at any time.

Rename or delete Collections

Note: If you’re a member of a professional plan and have the Spaces feature, each Collection is tied to the Space where you created the Collection. If you created a Collection in your Personal Space, that Collection won't appear in your Business Space in the existing Collections list.
More about Spaces

You can view the logins and Secure Notes you've added to a Collection by selecting Tools in the bottom menu and then Collections. Select a Collection to view the items.

You can also enter a Collection name in the search bar at the top of the Home screen to view the items you added to the Collection.

Remove a login or Secure Note from a Collection on the Home screen

1. In a login or Secure Note's row, select the 3-dot menu and then select Remove from a collection.
2. On the next screen, select the red minus (-) icon next to the Collection you want to remove the item from.
3. Select Save.

Remove a login or Secure Note from a Collection on the item's edit screen

1. From the login or Secure Note, select Edit in the top right of the screen.
2. In the Item Organization section, select the red minus (-) icon next to the Collection you want to remove the item from. You aren't asked if you want to confirm the removal, but you must select the checkmark to complete the removal.

You can rename or delete Collections at any time. When you delete a Collection that you no longer need, the action is permanent. All items associated with the Collection remain in your vault.

1. Select Tools in the bottom menu and select Collections.
2. Select the Collection you want to rename or delete.
3. Select the 3-dot menu in the top right of the screen:
   • Select Edit to rename the Collection, and then select the checkmark in the top right to save.
   • Select Delete to remove a Collection that you no longer want in the Collections list. Then select Delete again in the bottom pop-up.