Organize Emails and Documents in Baskets
You can add related emails and documents to baskets to provide quick access in future sessions and to share with colleagues. For example, you might create a basket to store all communications that relate to a particular project.
- Related Topics:
- Create a Document Basket
You can create a basket to group related documents and emails. - Add a Document to a Basket
You can add a collection of related documents and emails to a basket for quick access and for sharing with colleagues. - Download Documents from a Basket
You can zip files within a document basket and save them to your PC for offline viewing. - Share a Document Basket
Share document baskets to enable collaboration among designated users, user roles, and communities. Customize sharing permissions, including editing rights, to streamline teamwork. - Edit a Document Basket
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. - Remove a Document from a Basket
You can remove a document or email from a basket if it is no longer relevant. When you remove a document or email from a basket, it does not delete the document from the PIM document management system. - 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 PIM.
Parent Topic: How to...