Edit a Document Basket

You edit a document basket to update the name and associated entity. You can also manage the users, user roles, and communities that a basket is shared with.

To edit a document basket:

  1. On the header bar, click Personal Zone.
  2. On the Baskets dashpart, click for the basket that you want to edit.
    If the Baskets dashpart is not displayed, click to add it.
  3. Optional: On the General tab, modify any of the basket details, as required.
  4. Optional: Use the Users, User Roles, and Communities tabs to update who the basket is shared with.
  5. Click Save.