Share a Document Basket

You can share a document basket with users, user roles, and communities. When you share a basket, you can choose to allow users to edit the basket.

You can only share document baskets that you own, or baskets which you have edit rights on.

To share a document basket:

1. On the header bar, click Information Zone.
   If Smart View is not enabled, click the Smart View toggle to enable it.
2. Click the Basket Mode option at the top.
3. In the basket pane on the left, click the basket that you want to manage.
4. Click Edit and Share Basket.
5. Optional: To share the basket with selected users, do the following:
   1. Click the USERS tab.
   2. In the Add User field, enter the name of the user. When the user's name appears, click it to add them.
   3. Optional: To allow a user to edit the basket, select the respective check box in the Edit column.
   Tip: To add all users linked to the selected record in the GENERAL tab, click .
6. To share the basket with selected user roles, do the following:
   1. Click the USER ROLES tab.
   2. Select the check box for each user role that you want to share the basket with.
   3. Optional: To allow users with a specific user role to edit the basket, select the respective check box in the Edit column.
7. To share the basket with selected communities, do the following:
   1. Click the COMMUNITIES tab.
   2. Select the check box for each community that you want to share the basket with.
   3. Optional: To allow users linked to a specific community to edit the basket, select the respective check box in the Edit column.
8. Click Save.