Manage Document Baskets in Smart View You can manage document baskets in Basket Mode in Smart View. Related Topics:Add a Document to a Basket You can add a collection of documents and emails to a basket to provide quick access, and to share with colleagues. Baskets also enable you to edit the properties of multiple documents in one go. Remove a Document from a Basket You can remove a document from a basket if it is no longer relevant. When you remove a document from a basket, it does not delete the document from the DMS. 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. 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. Share Documents in a Basket via Email You can share one or more documents in a basket with selected contacts via email. Zip a Document Basket You can zip files within a document basket and save them to your PC for offline viewing. 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 the DMS. Parent Topic: Manage Document Baskets HomeDeltek PIM HelpDocuments and EmailsHow to...Manage Document BasketsManage Document Baskets in Smart View
Manage Document Baskets in Smart View You can manage document baskets in Basket Mode in Smart View. Related Topics:Add a Document to a Basket You can add a collection of documents and emails to a basket to provide quick access, and to share with colleagues. Baskets also enable you to edit the properties of multiple documents in one go. Remove a Document from a Basket You can remove a document from a basket if it is no longer relevant. When you remove a document from a basket, it does not delete the document from the DMS. 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. 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. Share Documents in a Basket via Email You can share one or more documents in a basket with selected contacts via email. Zip a Document Basket You can zip files within a document basket and save them to your PC for offline viewing. 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 the DMS. Parent Topic: Manage Document Baskets HomeDeltek PIM HelpDocuments and EmailsHow to...Manage Document BasketsManage Document Baskets in Smart View