Buckets

A bucket is a named collection of documents that you keep in the floating toolbar. Use one when you need to gather documents from several folders for a task, such as every drawing a site visit needs, and want them in one list you can open at any time or share with a colleague or a group.

A bucket holds links, not copies. The documents stay where they are filed, and removing a document from a bucket or deleting the bucket never deletes the document. Sharing a bucket shares the list, not the documents: the people you share it with see only the documents they already have access to.

What you can do in Buckets

• Create a bucket
• Drag documents into it from any document list
• Open it to see its documents, and remove documents from it
• Share it with users and groups
• Pin it to the toolbar, so it is one click away
• Delete it

Bucket Configuration

Select the Bucket Menu icon (the bucket) in the toolbar to open Bucket Configuration. It lists the buckets you own and the buckets shared with you. You need the Can Buckets permission.

Bucket Configuration

Control	Description
Add Bucket	Opens the form for a new bucket.
Filter by Owner	Shows only the buckets whose owner's email address or user name contains the text you type.
Filter by Name	Shows only the buckets whose name contains the text you type.
Owner	The bucket's owner, who made it.
Name, Description, Date	The bucket's name, its description and the day it was made.
Shared Users	How many users have the bucket. The owner is counted.
Shared Groups	How many groups have the bucket.
Pin icon (add shortcut)	Adds the bucket to the toolbar as a shortcut, or removes it from there.
Share icon (Share Bucket)	Opens Share Bucket, where you share the bucket with users and groups.
Magnifier icon (View)	Opens the bucket's contents.
Bin icon (Delete)	Deletes the bucket.

Add Bucket

The Add Bucket form

Field	Description
Bucket Name	The name the bucket is listed and opened by. It is required.
Bucket Description	A line about what the bucket is for.
Save	Creates the bucket. You own it, and you can change its contents and share it.
Cancel	Closes the form without creating a bucket.

The contents window

Select the magnifier icon in Bucket Configuration, or select the bucket's shortcut in the toolbar, to open a window with the bucket's name as its title. It lists the bucket's documents in a grid, with their document number, description, date, type and the other columns of a document grid.

The contents window

Control	Description
Assign	Opens the Assign window for all of the bucket's documents (All) or the ticked ones (Selected). It is shown to users who have the Review Document permission.
Remove From Bucket (above the grid)	Takes all of the bucket's documents (All) or the ticked ones (Selected) out of the bucket. It is shown to users who may change the bucket.
Remove From Bucket (right-click a ticked document)	Takes the ticked documents out of the bucket. It is shown to users who may change the bucket.

Adding documents

A document is added to a bucket by dragging it from a list. Every row of a document list has a drag handle (six dots) at its left. Tick several rows first and the whole selection is dragged together. Drop the documents on either:

• the bucket's contents window, or
• the bucket's shortcut in the toolbar, once you have pinned the bucket. The shortcut grows while the documents are over it, so you can see where they will land.

Dragging a document onto the contents window

Dragging documents onto a pinned bucket

You can add documents to a bucket you own, and to a bucket whose owner has let you change its contents. A document that is already in the bucket is not added twice.

Removing documents

Tick the documents, right-click one of them and select Remove From Bucket, or select Remove From Bucket above the grid and choose All or Selected. Docwize asks you to confirm, then takes the documents out of the bucket. They stay in their folders.

Confirming Remove From Bucket

Sharing a bucket

Select the share icon to open Share Bucket. Choose a user with Add User, or a group with Add Group. A user or group you add can open the bucket and see its documents, but cannot change the contents or share the bucket until you allow it.

Share Bucket

Control	Description
Add User	Choose a user to share the bucket with.
Add Group	Choose a group to share the bucket with.
Users in Bucket and Groups in Bucket	The users and groups that have the bucket. You, the owner, are not listed.
Person-with-plus icon (Toggle the permission to add users)	Lets that user or group share the bucket with others. Select it again to take the permission away.
Pencil icon (Toggle the permission to modify contents)	Lets that user or group add and remove documents. Select it again to take the permission away.
Bin icon (Remove From Bucket)	Takes that user or group off the bucket.

Pinning a bucket

Select the pin icon beside a bucket in Bucket Configuration to put it in the toolbar. Select the shortcut to open the bucket, or drag documents onto it. Select the pin icon again to take it off the toolbar. See Pinning for changing a shortcut's icon.

Deleting a bucket

Only the owner can delete a bucket. The bucket disappears from the list, for you and for the people it was shared with, and its shortcut leaves the toolbar. The documents in it are not touched.

Confirming the deletion of a bucket

How to create a bucket, add documents and share it

Make a bucket when you have a set of documents to gather and hand over.

Step	Description
1	Select the Bucket Menu icon in the floating toolbar. Bucket Configuration opens.
2	Select Add Bucket, type a Bucket Name and a Bucket Description, and select Save. The bucket is listed.
3	Select the pin icon beside the bucket. The bucket appears in the toolbar. Close Bucket Configuration.
4	Open the folder or list that holds your documents. Tick the documents and drag one of them onto the bucket in the toolbar.
5	Select the bucket in the toolbar to check its contents.
6	To share it, select the Bucket Menu icon, then the share icon beside the bucket. Choose a user or a group. They can now open the bucket.

Example: Creating a bucket, adding documents and sharing it

How to remove documents from a bucket

Step	Description
1	Open the bucket: select its shortcut in the toolbar, or the magnifier icon in Bucket Configuration.
2	Tick the documents to remove.
3	Right-click one of them and select Remove From Bucket, or select Remove From Bucket above the grid and choose Selected. To empty the bucket, choose All.
4	Confirm. The documents leave the bucket.

How to delete a bucket

Step	Description
1	Select the Bucket Menu icon.
2	Select the bin icon beside the bucket.
3	In Confirm Deletion, select Delete.

Related pages

• Floating Toolbar
• Pinning Feature
• Permissions — access to Buckets is gated by the Can Buckets permission (Tools category)