Managing Document Baskets in the Personal Zone You can manage document baskets through the Baskets dashpart in the Personal Zone. Related Topics:Create a Document Basket You create a basket to group related documents and emails. You can also share baskets with colleagues, and bulk edit the properties of documents. 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 and associated entity. You can also manage the users, user roles, and communities that a basket is shared with. 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 the Personal Zone
Managing Document Baskets in the Personal Zone You can manage document baskets through the Baskets dashpart in the Personal Zone. Related Topics:Create a Document Basket You create a basket to group related documents and emails. You can also share baskets with colleagues, and bulk edit the properties of documents. 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 and associated entity. You can also manage the users, user roles, and communities that a basket is shared with. 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 the Personal Zone