Managing Document Baskets in Smart View You can manage document baskets in Basket Mode in Smart View. Related Topics:Add a Document to a Basket You can add additional documents and emails to a basket to provide quick access. Baskets also allow you to bulk edit the properties of documents within them, and you can share baskets with colleagues. Remove a Document from a Basket You can remove a document from a basket if it is no longer relevant. When you remove a document from a basket, it does not delete the document from the DMS. Edit a Document Basket You edit a document basket to update the name, associated entity, and whether the basket appears in your Baskets dashpart. Share a Document Basket You can share a document basket with users, user roles, and communities. When you share a basket, you can choose to allow users to edit the basket. Share Documents in a Basket via Email You can share one or more documents in a basket with selected contacts via email. Zip a Document Basket You can zip files within a document basket and save them to your PC for offline viewing. Delete a Document Basket You can delete a document basket if it is no longer relevant. When you delete a document basket, it does not delete the documents from the DMS. Parent Topic: Managing Document Baskets HomeDeltek PIM HelpWorking with Documents and EmailsHow to...Managing Document BasketsManaging Document Baskets in Smart View
Managing Document Baskets in Smart View You can manage document baskets in Basket Mode in Smart View. Related Topics:Add a Document to a Basket You can add additional documents and emails to a basket to provide quick access. Baskets also allow you to bulk edit the properties of documents within them, and you can share baskets with colleagues. Remove a Document from a Basket You can remove a document from a basket if it is no longer relevant. When you remove a document from a basket, it does not delete the document from the DMS. Edit a Document Basket You edit a document basket to update the name, associated entity, and whether the basket appears in your Baskets dashpart. Share a Document Basket You can share a document basket with users, user roles, and communities. When you share a basket, you can choose to allow users to edit the basket. Share Documents in a Basket via Email You can share one or more documents in a basket with selected contacts via email. Zip a Document Basket You can zip files within a document basket and save them to your PC for offline viewing. Delete a Document Basket You can delete a document basket if it is no longer relevant. When you delete a document basket, it does not delete the documents from the DMS. Parent Topic: Managing Document Baskets HomeDeltek PIM HelpWorking with Documents and EmailsHow to...Managing Document BasketsManaging Document Baskets in Smart View