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

A basket is simply a container in which you may place documents. This allows you to reduce the clutter that can build up in the dashboard as more and more documents are uploaded. A document may only belong to one basket at a time, though it need not be in any basket at all.

Baskets are commonly used to organize documents based on:

  • the user responsible for the document
  • workflow status (e.g. completed versus in-progress)
  • the documentation set to which it belongs
  • a combination of the above

Example: basket names

    • Benjamin’s documents
    • Model TX4000
    • Model TX4000 – in progress
    • Model TX4000 – completed