Placing a Document in a Basket

Table of Contents

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

Procedure #

  1. Go to the Documents page.
  2. Select the document or documents that you would like to place in a basket.
  3. Choose a basket from the Assign Basket combo box.

To disassociate a document from its current basket and not assign it another one, choose –no basket–

Result #

The chosen basket has been assigned, as indicated in the Basket column of the dashboard.