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The Collate Playbook: 5 Essential Workflows · Part 1 of 5

The Collate Playbook – 1: Organize, Combine, and Export

Keep your library tidy with folders, read related PDFs in one combined view, and export your curated results.

September 1, 2025

Organize, Combine, and Export

A clear structure makes learning faster. Collate lets you organize documents into folders, read related PDFs together in one combined view, and export your results for sharing or archiving.

Why It Matters

  • Keep research projects neatly organized
  • Read related papers together in one combined view
  • Export polished results to share or cite later

How to Organize

  1. Create folders for subjects, courses, or projects
  2. Drag-and-drop PDFs into the right folders
  3. Rename folders to match your workflow

Read a Folder as One Document

  1. Select a folder with PDFs
  2. Collate shows a unified view of every PDF in the folder
  3. Read, summarize, and ask questions across all of them at once

Export Options

  • Export summary of all PDFs in the folder
  • Export summaries as link, email, or PDF

Stay focused by keeping your knowledge base clean and shareable.