Browse WorkZone cases and documents
- The Browse module is currently available in experimental mode.
Prerequisites:
- Browse functionality is supported from WorkZone version 2021.0 and following versions.
- The Browse module must first be enabled by your administrator in WorkZone Configurator (Configurator > Global > Feature Settings > WorkZone Mobile > Browse). See Feature Settings in WorkZone Configurator Administrator Guide.
- You must be online to use the Browse module.
You can quickly search for cases or documents available to you in WorkZone and view their details.
For cases: You can view documents on the selected case, preview or edit their content (for editable documents), view their metadata, and view metadata of the case itself.
For documents: You can preview or edit the documents (if they are editable) and view their metadata.
- To edit some document formats, you might need to install a corresponding Office app.
- Regular WorkZone access restrictions will apply: you will only see and be able to edit the items you have access to.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
You can search for WorkZone cases and documents that are available to you, and view their details.
- Tap Browse in the navigation pane.
- Select the needed tab (Documents or Cases). A list of all WorkZone documents or cases (depending on the tab you selected) available to you is then displayed. The list is sorted by your most recently viewed documents.
- Type the title of a document or a case in the search field, and the most relevant suggestions will appear.
Note: Searches are based on your tab selection. You cannot search for cases from the Documents tab or for documents from the Cases tab.
- Tap the needed item.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
You can view cases that are available to you and their metadata, view documents on the selected cases, preview or edit their content (for editable documents), and view document metadata.
- Tap Browse in the navigation pane.
- Tap the Cases tab. A list of WorkZone cases that are available to you is then displayed. The list is sorted by your most recently viewed cases.
- Tap the needed case. Search for cases and documents, if needed.
- Under Documents, you can see all documents (available to you) on this case.
Tap a document to preview it, edit it (if the document is editable) or view its metadata. See steps 4-5 in View document details.
-Or-
Tap Metadata to view metadata of this case.
- Tap Back to return to the Cases tab.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
You can preview WorkZone documents that are available to you, edit them (if documents are editable) and view their metadata.
- Tap Browse in the navigation pane.
- Tap the Documents tab. A list of WorkZone documents that are available to you is then displayed. The list is sorted by your most recently viewed documents.
- Tap the needed document. Search for cases and documents, if needed. The document is then opened in a preview mode.
- Tap
at the top right corner to view metadata of this case. Tap
to return to the document preview.
-Or-
Tap
at the top right corner to edit this document (if the document is editable).
You might need to install relevant Office app to edit some document formats.
- Tap Back to return to the Documents tab.