What's new
Save email with attachments as main documents in WorkZone
When you save an email with attachments (attached files or embedded files) in WorkZone, you can save the email message and its attachments as individual main documents on the selected case. See Save email with attachments as main documents in WorkZone.
Re-save emails on another case (Hotfix 01 only)
Save an already saved email on another WorkZone case, with or without editing the metadata. See Save an already saved email on another case (WorkZone 365 HF 01 only).
Edit email information when saving emails to WorkZone (Hotfix 01 only)
Copy documents from Microsoft Sharepoint (Experimental)
If your organization also uses Microsoft Sharepoint Server for document management and/or document repository and your organization has set up WorkZone integration from Microsoft Sharepoint, you can copy one or more documents from Sharepoint into WorkZone.
When documents are copied from Sharepoint to WorkZone, the documents are not deleted from Sharepoint or marked in any way to indicate they are now also stored in WorkZone. The documents will effectively exist in two document management systems: Microsoft Sharepoint and WorkZone and can be edited in both systems independently of each other. Apart from copying documents to WorkZone, there is no other integration between Microsoft Sharepoint and WorkZone
If you want to only have the Sharepoint documents managed in WorkZone, you must manually remove the documents from Sharepoint or edit the document titles/names in Sharepoint to indicate that the documents in question no longer are considered active in Sharepoint.
It is not possible to copy documents from WorkZone to Microsoft Sharepoint.
Meta data in WorkZone
Document meta data is not transferred from Sharepoint to WorkZone and must be added to the copied documents in WorkZone Client after the documents have been copied. Copying documents from Sharepoint will circumvent any fields (standard or custom) that have been defined as mandatory but once the document meta data needs to be saved in WorkZone, all mandatory field requirements will be respected.
The only document meta data that will be created when copying documents from sharepoint to WorkZone is the document title and the Document Type field, which will automatically be assigned the DOK, document value.
Note: The copy integration from Microsoft Sharepoint is an experimental feature for this release.
2022.0
WorkZone Teams enhancements
- You can now change your WorkZone documents' title and state, directly from WorkZone Teams. See Edit document title and Edit document state.
- You can now recycle your WorkZone documents directly from WorkZone Teams. See Recycle an existing document.
- You can now add files from your file system as documents to WorkZone cases displayed in WorkZone Teams. Upload a new document from the file system.
- You can select which columns to display and adjust their width and order for each case opened in the custom WorkZone tab. See Configure columns displayed for a case.
2021.3
Work with WorkZone from Microsoft Teams
You can now add WorkZone cases as custom tabs to Microsoft Teams and collaborate on them directly from your Teams channels or private chats. See WorkZone Teams.
2021.2
User experience improvements
- The Parties tab has been added to the WorkZone 365 pane. See Manage email parties.
- Improved logic for the Document type that is automatically assigned to new emails when they are saved in WorkZone. See Work with emails in WorkZone.
- Improved search logic. See Work with emails in WorkZone.
- Improved contact resolution, when an email has multiple WorkZone contacts registered with the same email address. See Work with emails in WorkZone.
- The Case field for the new emails is left empty by default, so that you can select the needed case yourself.
2021.1
WorkZone Mail is now supported
- In Microsoft Outlook, users can save emails to WorkZone and edit email information in the WorkZone 365 pane.
- Senders and recipients of the email are automatically added to it as parties with Sender and Recipient roles. Users can also add other WorkZone contacts as parties.
- WorkZone 365 pane can be pinned in Outlook, so that it will not disappear when users switch between emails.
- Users with the administrative rights can configure the WorkZone 365 pane in Outlook.
2021.0
- We have changed the name of WorkZone Office to WorkZone 365. To be ready for the future and Microsoft 365, we will handle all integrations to Microsoft under our new name.
New functionality
- New Word, Excel, and PowerPoint documents can be saved to WorkZone.
- Users can change document state and manage parties for Word, Excel, and PowerPoint.
- Users can merge case, document, and contact information into a Microsoft Word template.
- Users with the administrative rights can configure the WorkZone 365 pane in Microsoft Word, Excel, and PowerPoint. See Configure Documents tab of the WorkZone 365 pane.
- From an opened Word, Excel, and PowerPoint document, users can open the document and case on which it is saved in the WorkZone Client.
- For users with no write access to particular Word, Excel, and PowerPoint documents, the WorkZone 365 pane will be disabled, and a warning "User does not have update rights for this record in register: record" will be displayed.
Design improvements
- WorkZone 365 Add-ins are represented with a new icon.
2020.3
You can work with WorkZone 365, Microsoft Outlook meetings on macOS.
2020.2
- The language of the WorkZone Add-ins for Microsoft Outlook, Word, Excel, and PowerPoint now depends on the user settings in WorkZone.
2020.1
- WorkZone for Office for Microsoft Word, Excel, and PowerPoint has been released. This is the experimental version with limited functionality where you can only edit existing documents. See Word, Excel, and PowerPoint.
User experience improvements
- To easily assign yourself as a case handler or as another role, select
@Mefrom the very top of the WorkZone users list. - To easily assign your organizational unit to a relevant field, select
@MyUnitfrom the very top of the unit list. - To quickly set a date, you can specify a time period in relation to the current time. See How to set a date.
Videos tutorials
- The video tutorial on how to work with WorkZone meetings and agenda items has been added. The video on Meeting reports has been complemented with audio narration and translated to Danish. See Video tutorials.
2020.0
New in WorkZone meetings
- Meeting organizers can cancel WorkZone meetings. See Cancel WorkZone meeting.
- Attendees can decline WorkZone meetings. See Decline WorkZone meeting.
- Only meeting organizer can now create the WorkZone meeting.
- If you save a meeting on a case and the meeting contains an email address that is linked to multiple contacts, you must select one contact to be associated with the email address for this particular case.
- When you create a new meeting, it now contains a link to WorkZone Client in the meeting body.
New in agenda items
- The search for documents via a case has been simplified. The filter now contains a single field Case where you can start typing a case number, case title, or expand the field to see the full list of cases.
- You can open a document that is added to an agenda item in a relevant program. To do this, click the document's name.
- When you generate a meeting report, you can turn on the Download toggle to save the report on the local machine. Otherwise, it will only be saved on the WorkZone meeting. Use this feature to view the report and share it with non-WorkZone users. See Meeting reports.
Video tutorials
- Visit our new page Video tutorials for a video instruction on how to work with WorkZone meeting reports.
2019.3
New functionality:
- You can add attendees to the meetings.
- You can attach documents from the WorkZone server to agenda items.
- You can generate meeting reports.
You can work in WorkZone Outlook by using a desktop application or on the web. Please be aware that user interface of the desktop and web applications have minor differences. To see only relevant information in the documentation, please select your application:
By default, you see documentation for the desktop Outlook.
2019.2
This is the first version of the WorkZone 365 User Guide
