Browse WorkZone cases and documents

Prerequisite:

  • Browse functionality (currently available in experimental mode) is supported from WorkZone version 2021.0.
  • 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 browse through your case lists or documents lists (that is, your WorkZone lists, including predefined filters and custom filters) and view their items. See User Guide for WorkZone Client for more information about WorkZone lists.

You can search for cases and 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), view their metadata, and navigate to the related cases to view their details and metadata.

Important:

  • 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.

Select your operating system (below) to view guidelines for your device.