Organize Emails and Documents in Baskets
You can add related emails and documents to baskets to provide quick access in future sessions and to share with colleagues. For example, you might create a basket to store all communications that relate to a particular project.
- Related Topics:
- Create a Document Basket
You can create a basket to group related documents and emails. - Add a Document to a Basket
You can add a collection of related documents and emails to a basket for quick access and for sharing with colleagues. - Download Documents from a Basket
You can zip files within a document basket and save them to your PC for offline viewing. - Share a Basket
You can share a basket with other users, user roles, and communities. To do this, you edit the basket, and then use the Users, User Roles, or Communities tabs to add contacts. - Edit a Document Basket
You edit a document basket to update the name, associated entity, and whether the basket appears in your Baskets dashpart. - Remove a Document from a Basket
You can remove a document or email from a basket if it is no longer relevant. When you remove a document or email from a basket, it does not delete the document from the PIM document management system. - Delete a Document Basket
You can delete a document basket if it is no longer relevant. When you delete a document basket, it does not delete the documents from PIM.
Parent Topic: How to...