Create a Document Basket

You can create a basket to group related documents and emails.

To create a document basket:

1. On the header bar, click Personal Zone.
2. On the Baskets dashpart, click .
   If the Baskets dashpart is not displayed, click to add it.
3. On the New Basket window, enter a name for the basket in the Basket Name field.
4. To link the basket to an entity record, do the following:
   1. From the Entity Class list, select the record type.
   2. From the Entity Name list, select the record.
5. Optional: If you do not want to display the basket in your Baskets dashpart, clear the Show Basket in Dashparts check box.
6. 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 users to add and remove documents, select the respective check box in the Edit column for a selected user, user role, or community.
7. Click Save.