Create a Document Basket

You can create a basket to group related documents and emails.

To create a document basket:

1. On the header bar, click Personal Zone.
2. On the Baskets dashpart, click .
   If the Baskets dashpart is not displayed, click to add it.
3. On the New Basket window, enter a name for the basket in the Basket Name field.
4. To link the basket to an entity record, do the following:
   1. From the Entity Class list, select the record type.
   2. From the Entity Name list, select the record.
5. If you do not want to display the basket in your Baskets dashpart, clear the Show Basket in Dashparts check box.
6. To share the basket with other users, utilize the Users, User Roles, and Communities tabs to select who to share the basket with. For information, see Share a Document Basket.
   Note: Depending on your configuration, you may not have access to communities.
7. Click Save.