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