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 edits 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 within the basket

Move Selected

Clicking on this will prompt you to move the selected files to a different folder

Pick a folder to move the files to when prompted and click Move

Add to Version Set

Selecting this will add the documents to a Version Set

Click here to learn more about Version Sets

Pick an existing Version set to add these documents to or Create a new one add them to the new Version set

Distribute

Selecting this will Distribute the Documents that are selected

Create Tender Package

Selecting this will create a Tender Package with the selected Documents

Apply a Workflow

Selecting this will Appy these documents to a Workflow

Confirm that you would like to add these documents to a Workflow

Select the Workflow as desired and click Apply

Columns

Let's you turn on or off Columns in the grid

Empty the Basket

Removes all documents in the Basket

Download All

Downloads all documents in the Basket

Export to Excel

Exports the Documents in the Basket to excel

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