You create a basket to group related documents and emails. You can also share baskets with colleagues, and bulk edit the properties of documents.
To create a document basket:
-
On the header bar, click
Personal Zone.
-
On the Baskets dashpart, click
.
If the Baskets dashpart is not displayed, click
to add it.
-
On the New Basket window, enter a name for the basket in the
Basket Name field.
- Optional:
From the
Entity Class list, select an entity type that you want to associate with the basket.
- Optional:
From the
Entity Name list, select the entity that you want to link to the basket.
- Optional:
If you do not want to display the basket in your Baskets dashpart, you must clear the
Show Basket in Dashparts check box.
- Optional:
To share the basket with selected users, user roles, or communities, use the relevant tabs to add them.
Note: By default, when you share a basket, users are granted read access only. If you want to allow a user, user role, or community to add and remove documents in the basket, select the respective check box in the Edit column for a selected user, user role, or community.
-
Click
Save.