Creating a Basket

Documents are placed into baskets in order to organize and de-clutter your dashboard.

Procedure #

  1. Go to the Baskets page.
  2. Click the New Basket.
    The Create New Basket dialog box will appear.
  3. Enter a name for the new basket and click Create.

Result #

The new basket has been created and appears in the Basket page’s tabular view.

Once you are done #

You may now assign documents to this basket and select it as your current basket.