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.

You can only share document baskets that you own or possess editing privileges for.

Note: Your configuration may not support sharing document baskets. In this case, the sharing tabs (Users, User Roles, Communities) may not be available.

To share a document basket:

1. On the header bar, click Information Zone.
   If Smart View is not enabled, click the Smart View toggle to enable it.
   
2. Click the Basket Mode option at the top.
3. In the basket pane on the left, click the basket that you want to manage.
4. Click Edit and Share Basket.
5. To share the basket with other PIM users, do the following:
   1. Click the USERS tab.
   2. In the Add User field, select or enter the name of the user, and then click their name to add them.
   3. To add all users associated with the linked entity record on the General tab, click .
   4. To allow a user to edit the basket, select the respective check box in the Edit column.
   5. To remove a user, select the check box located to the left of the user's name.
6. To share the basket with all users linked to a selected user role, do the following:
   1. Click the USER ROLES tab.
   2. Select the check box for each user role that you want to share the basket with.
   3. To allow users with a specific user role to edit the basket, select the respective check box in the Edit column.
7. To share the basket with selected communities, do the following:
   1. Click the COMMUNITIES tab.
      For information, see Communities.

      Note: Depending on your configuration, you may not have access to communities.
   2. Select the check box for each community that you want to share the basket with.
   3. To allow users linked to a specific community to edit the basket, select the respective check box in the Edit column.
8. Click Save.