Share Documents from a Basket
You can share one or more documents in a basket with selected contacts via email.
To share documents from a basket:
- On the header bar, click Personal Zone.
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On the Baskets dashpart, click
for the basket that you want to send documents from.
If the Baskets dashpart is not displayed, click to add it.
- On the Rendition Selector step, deselect any documents that you do not want to send, and click Next.
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On the Send Email To step, do one or more of the following:
- To add a listed contact as a recipient, select the TO, CC, or BCC option for that contact. To filter the list of contacts, choose an option from the Filter Source list.
- To manually add a contact, enter the contact's name in the Add Recipient field. When the contact's name appears, click it to add them as a recipient.
- To add contacts from a community list, or users linked to an entity record, such as an organization or project, click .
When you manually add a contact, they are assigned as a TO recipient. To change a contact to a CC or BCC recipient, select the respective option to the left of the contact's name. - Click Next.
- On the Email Composer step, enter or modify the email subject, and enter some body text, if required.
- To add additional documents from the DMS to the email, click .
- Click Next.
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Do the following to specify the publishing details of the email after it is sent to the selected recipients:
- In the left pane, select one or more document pools to publish the email to.
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In the Select Attributes pane, select one or more entity records to link the email to.
For example, if a selected document pool is linked to the project attribute, you can select a project to link the published email to. Any user with access to the project can then access the email from the Documents tab on the project record.
An asterisk (*) on an attribute indicates that you must select an entity record.
- Click Next.
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On the Email Options step, modify any of the options, as required.
For information, see Email Sharing Options.
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To create an action for the document after it is published, do the following:
- Click Next.
- On the Confirmation of Email Recipients step, you can review all recipients of the email.
- Click Next.
- In the Create Actions step, click .
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Enter the details of the action.
For information, see Action Properties.
- Click Save.
- Click Finish.
Parent Topic: Share Documents
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