Getting started with WorkZone Client

Below you will find the links to the basic functionality in WorkZone Client.

Get to know the user interface

• Customize lists and widgets on the dashboard
• About detail pages and detail tabs
• About ribbon buttons
• Use keyboard navigation

Search and use the search results

• Learn how to search effectively

Cases, documents, and contacts

• About cases and case types
• About documents and document types
• About contacts

Work with the lists

• Open lists in a new tab
• Open a case, document, or contact detail page from a list
• Work with multiple list items
• Edit an item from a list
• View list item in the preview pane
• Share a search list
• Export a list to Excel

Advanced features

• Save and reuse search lists
• Manage subscriptions
• Work with favorites
• Work with followed items
• Work with reading lists
• Move document to another case
• Create a case reminder
• About access rights
• Work with WorkZone Client configurations
• Configure a case, document, contact, or meeting search page