Share Documents in a Basket

You can share one or more project documents in a basket with selected people by email. For each placeholder, you select which renditions to share.

To share documents within a basket:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
  2. On the project window, click the DLM tab.
  3. Click the Basket tab.
  4. From the Current Basket list, select the basket which you want to share documents from.
  5. Click Email Basket.
  6. Step through the Email Documents wizard to select the documents, and configure the email options.
    For information, see Email Documents Wizard.
  7. Click Finish.