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Tutorial

Beacon Tips: Create Collections and Print - Part I

  • August 12, 2026
  • 0 replies
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DinithiLiyanage94
Acumatica Moderator

 Collections make it easy to keep complete learning resources together in one place. You can add different types of materials to a collection, including: 

  • Guides, such as the Accounts Payable Guide or Customization Guide 
  • PDF guides that are already prepared for you 
  • Personal Books in your collection can group various topics, including user-authored topics 

Before You Begin 

Sign in to Beacon to create and manage your collections. The feature is available to authenticated users.   

Need help with your account? See Beacon: How to Create an Account

Collection vs. Personal Book 

A collection helps you keep complete resources together. If you want to select individual topics from different guides and combine them into your own customized guide, use a personal book instead.

See our previous topic on Personal Books: Beacon Tips: Create, Customize, and Print Your Personal Books.

How to Create a Collection 

  • Click the Profile icon (Item 1 below). 
  • Select No Collection (Item 2). 
  • Click Create (Item 3). 
  • Enter a name for the collection (Item 4). 
  • Optionally, add a description (Item 5). 
  • Choose a color for the collection (Item 6). 
  • Click Save (Item 7). 

Your new collection is created, and you can start adding PDF documents to it. 

How to Add Materials from the Search Page 

  • Enter any subject area or keyword in the Search box. 
  • In the search results, find the guide you want to add. 
  • Click the Add to Collection icon. 
  • Select the Collection where you want to add the guide.

Below you can see the icon for Acumatica ERP guide:

How to Add a PDF Document to a Collection from View Mode 

View mode is the screen where you view a PDF document and can access options for managing the document. 

  • Open the PDF document you want to add. 
  • Click the More button (three dots) at the top of the page (Item 1 below). 
  • Select Add to a Collection (Item 2), then select the collection you want to add the PDF to. 

How to Add a Personal Book to a Collection 

  • Click the Profile icon (Item 1 below). 
  • Select personal book (Item 2). 
  • Open the personal book you want to add.  
  • Click the More button (three dots) at the top of the page (Item3).  
  • Select Add to a Collection (Item 4), then select the collection you want to add the personal book to.