Configure Documents tab of the WorkZone 365 pane

Prerequisite: You must have the CONFIGADM access code to configure the Documents tab of the WorkZone 365 pane.

To open the Edit configuration form, in the lower-right corner of the WorkZone 365 pane, click the icon > Configure .

Edit the configuration of the Documents tab and then save your changes.

Edit configuration

Change order of the fields

To change the order of the fields, drag a field up or down.

Make fields visible or invisible

Note: Title, Document type, Classification, State, and Case fields cannot be made invisible.

The fields can be visible (marked with the Visible icon ) or not visible (marked with the Not visible icon ). Click the visibility icon to change the setting to the opposite.

Manage field properties

  1. Select Field properties icon near the field.
  2. Select or clear the Read-only or Required check boxes.
Note: Only one of these check boxes can be selected for the field. Clear a previously selecting check box before selecting another.

Save or discard configuration changes

When saving changes in the configuration for the first time, select Create in the bottom of the Edit configuration form.

Next time you make changes in to the configuration, you will see Save instead of Create. Click Save to save the changes.

Select Cancel to discard the changes.

3. Reset the configuration to default

  1. Open the Edit configuration form.
  2. Select Reset in the bottom of the Edit configuration form.
  3. Select Save.
Note: The Reset button becomes available, if any changes have been made to the default configuration.