Add Documents to a Basket

You can add one or more documents to a basket from either Document Mode, Email Mode, or Drawing Mode.

To add documents to a basket:

1. From the Personal Zone, click the name of the project or enquiry to open it.
2. On the project or enquiry record, click the PIM Teamwork Documents tab.
3. Search for and select the documents that you want to add to a document basket.
   For information, see Search for Documents.
4. Click Add to Basket.
5. On the Add To Basket window, do one of the following:
   • To add the documents to an existing basket, use the Choose Existing basket list to select a basket.
   • To create a new basket, enter a name for the basket in the New Basket Name field, and click .
6. Click Done.