What is the Basket?
Think of the Basket as a shopping cart where you can collect documents from various folders and locations and perform bulk tasks on.
Adding Documents to the Basket
From the Document or Folder Toolbar
1. Select the document or folder you want to add to the basket.
2. The toolbar will be shown at the bottom of screen.
3. Click on the Add to Basket Button.
From the Document Details Page
1. You can go to the Document Details page by clicking on the document number in the grid.
2. Once you are on the Document Details page click on the Add to Basket Button.
From a Transmittal
1. From the Menu under Publication Space expand the Transmittal section.
2. Click on TX: Transmittal to load the Transmittal List.
3. Click on the desired Transmittal.
4. Click on Add to basket.
Accessing the Basket
To access the basket click on the Basket Button on the Man Publication page.
The number displayed on the button is the number of documents currently in the Basket.
Basket Tools
Select All
Click on this selects all the documents in the basket.
Remove Selected
Clicking on this will remove any documents that are selected from the basket.
Move Selected
Clicking on Move will prompt you to move the selected files to a different folder.
Pick a folder to move the files when prompted and click Move.
Add to Version Set
Selecting this will add the documents to a Version Set.
| Note |
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Click here to learn more about Version Sets. |
Pick an existing Version set to add these documents to or create a new Version set.
Distribute
Selecting this will Distribute the Documents that are selected.
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Click here for how to distribute documents. |
Create Tender Package
Selecting this will create a Tender Package with the selected Documents.
| Note |
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Click here for how to create a tender package. |
Apply a Workflow
Selecting this will apply these documents to a Workflow.
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Click here for how to apply a workflow. |
Confirm that you would like to add these documents to a Workflow.
Select the Workflow as desired and click Apply.
Retire
This will retire the documents. They will not be accessible until you restore them.
Export to Excel
Exports the Documents in the Basket to excel.
Columns
Let's you turn on or off Columns in the grid.
Bulk Edit
Bulk edit lets you edit one or more documents with ease.
Select the documents you would like to edit.
1. Click on Bulk Edit.
2. Edit the details you want to change in the Bulk edit control on the right.
3. Select Apply to All Documents or Apply to selected documents.
4. Clicking either of these options will update the documents.
Empty the Basket
Removes all documents in the Basket.
Download All
Downloads all documents in the Basket.