Getting Organized Archives - Stilo https://www.stilo.com/docs/%knowledge_base%/getting-organized/ experience XML in a whole new way | exceptional tools for structured content solutions Tue, 13 Apr 2021 18:54:54 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.stilo.com/wp-content/uploads/2017/03/favicon-150x150.png Getting Organized Archives - Stilo https://www.stilo.com/docs/%knowledge_base%/getting-organized/ 32 32 Creating a Basket https://www.stilo.com/docs/migrate/getting-organized/creating-a-basket/ Mon, 15 Mar 2021 00:00:00 +0000 https://www.stilo.com/?post_type=docs&p=63889 Documents are placed into baskets in order to organize and de-clutter your dashboard. Procedure Go to the Baskets page. Click […]

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

Procedure

  1. Go to the Baskets page.
  2. Click the New Basket.
    The Create New Basket dialog box will appear.
  3. Enter a name for the new basket and click Create.

Result

The new basket has been created and appears in the Basket page’s tabular view.

Once you are done

You may now assign documents to this basket and select it as your current basket.

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Deleting a Basket https://www.stilo.com/docs/migrate/getting-organized/deleting-a-basket/ Mon, 15 Mar 2021 00:00:00 +0000 https://www.stilo.com/?post_type=docs&p=63983 Documents are placed into baskets in order to organize and de-clutter your dashboard. You can delete baskets at any time. […]

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Documents are placed into baskets in order to organize and de-clutter your dashboard. You can delete baskets at any time.

Procedure

  1. Go to the Baskets page.
  2. Select the basket or baskets which you would like to delete.
  3. Click the Delete button.

If you try to delete a basket which is not empty, the basket will be removed. Documents previously associated with the basket will still be on your portal, but will no longer be associated with any basket.

Result

Your basket has been deleted.

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Placing a Document in a Basket https://www.stilo.com/docs/migrate/getting-organized/placing-a-document-in-a-basket/ Mon, 15 Mar 2021 00:00:00 +0000 https://www.stilo.com/?post_type=docs&p=63985 Documents are placed into baskets in order to organize and de-clutter your dashboard. Procedure Go to the Documents page. Select […]

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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.

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Selecting a Current Basket https://www.stilo.com/docs/migrate/getting-organized/selecting-a-current-basket/ Mon, 15 Mar 2021 00:00:00 +0000 https://www.stilo.com/?post_type=docs&p=63987 Documents are placed into baskets in order to organize and de-clutter your dashboard. Procedure Choose a basket from the View […]

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

Procedure

Choose a basket from the View Basket sidebar.

Result

Your current basket has been updated.

  1. The Documents page will only list documents in your current basket.
  2. If you choose all, there is effectively no current basket. You will see all documents on the portal.
  3. When you upload a document, it will automatically be placed in your current basket.
  4. Migrate will remember which basket you last used and automatically set it the next time you log on.

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Assigning a Rule Set to a Document https://www.stilo.com/docs/migrate/getting-organized/assigning-a-rule-set-to-a-document/ Mon, 15 Mar 2021 00:00:00 +0000 https://www.stilo.com/?post_type=docs&p=63989 Migrate allows you to control the conversion of your documents. Use the dashboard to assign rule sets to your documents. […]

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Migrate allows you to control the conversion of your documents. Use the dashboard to assign rule sets to your documents.

Procedure

  1. Go to the Documents page.
  2. Select the document or documents which you would like to assign to a rule set.
  3. Choose a rule set from the Assign Rule Set combo box.

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

Result

The chosen rule set has been assigned, as indicated in the Rule Set column of the dashboard.

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