Add a Document to a Basket

You can add additional documents and emails to a basket to provide quick access. Baskets also allow you to bulk edit the properties of documents within them, and you can share baskets with colleagues.

To add a document to a basket:

  1. Navigate to the Information Zone.
    If Smart View is not enabled, use the Smart View slider to toggle it on.
  2. Search for and select the documents that you want to add to a document basket.
    For information, see Searching for Documents.
  3. Click Add to Basket.
  4. 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 .
  5. Click Done.