You can add one or more documents to a basket from any Smart View mode, including Document Mode, Email Mode, Drawing Mode, and Image Mode.
To add documents to a basket:
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From the
Personal Zone, click the name of the project or enquiry to open it.
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On the project or enquiry record, click the
PIM Teamwork Documents tab.
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Search for and select the documents that you want to add to a document basket.
For information, see Search for Documents.
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Click
Add to Basket.
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On the Add To Basket window, do one of the following:
- To add the documents to an existing basket, use the
Choose Existing basket list to select a basket.
- To create a new basket, enter a name for the basket in the
New Basket Name field, and click
.
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Click
Done.