You edit a document basket to update the name, linked entity record, and visibility in your Baskets dashpart. Additionally, you can modify sharing options for users, user roles, and communities.
To edit a document basket, ownership or granted edit rights are required.
To edit a document basket:
-
On the header bar, click
Information Zone.
If Smart View is not enabled, click the
Smart View
toggle to enable it.
-
Click the
Basket Mode option at the top.
-
In the basket pane on the left, click the basket that you want to manage.
-
Click
Edit and Share Basket.
- Optional:
On the Edit Basket window, use the
Basket Name field to modify the name of the basket.
- Optional:
To add or change the record that the basket is linked to, do the following:
-
From the
Entity Class list, select the type of record.
-
In the
Entity Name field, select or enter the name of the record.
When you link a basket to a record, such as a project or organization, you can then quickly add users from the selected entity to share the basket with on the USERS tab. For information, see Share a Document Basket.
- Optional:
Select or deselect the
Show Basket in Dashparts check box to display or hide the basket in your Baskets dashpart.
-
Click
Save.
