The Basket in Publication Space

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.

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.

Create Tender Package

Selecting this will create a Tender Package with the selected Documents.

Apply a Workflow

Selecting this will apply 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.

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.