You create a basket to group related documents and emails. You can also share baskets with colleagues, and bulk edit the properties of documents.
To create a document basket:
-
On the header bar, click
Personal Zone.
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On the Baskets dashpart, click
.
If the Baskets dashpart is not displayed, click
to add it.
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On the New Basket window, enter a name for the basket in the
Basket Name field.
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To link the basket to an entity record, do the following:
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From the
Entity Class list, select the record type.
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From the
Entity Name list, select the record.
- Optional:
If you do not want to display the basket in your Baskets dashpart, clear the
Show Basket in Dashparts check box.
- Optional:
To share the basket with selected users, user roles, or communities, use the relevant tabs to add them.
Note: By default, when you share a basket, users are granted read access only. If you want to allow users to add and remove documents, select the respective check box in the Edit column for a selected user, user role, or community.
-
Click
Save.