Navigation pane and lists

Navigation pane

The navigation pane contains some of the most commonly used lists and your own saved searches. These lists are defined and configured on WorkZone Content Server. You can hide the navigation pane by clicking the arrow at the upper-right corner of the navigation pane.

By default, the navigation pane displays the following panes:

  • Dashboard
  • Cases
  • Documents
  • Contacts
  • Other

Manage panes

You can add, reorder, or remove panes from the navigation pane.

  1. On the Home tab, click Configure navigation in the top right area of the navigation pane.
  2. Select the needed action:
  • Add a new pane: At the top of the navigation pane, click Add new pane. In the Add pane dialog, provide a name, and click Save.
  • Rename a pane: Click on the pane that you want to rename. In the Rename pane dialog, provide a new name, and click Save.
  • Reorder panes: Drag and drop the pane that you want to move.
  • Remove a pane: Click on the pane that you want to remove. Click Remove pane, and then click Yes.

Note: You can only remove the panes that have been added by you.

Lists

Each pane in the navigation pane contains additional standard lists. For example, the Cases pane displays the following lists by default:

  • Open cases
  • Cases with reminders
  • Open cases on the unit
  • Cases on the unit with no case handler
  • Cases with no case handler and unit
  • Favorite cases

When you click one of these lists, the search for that list is performed automatically, and the result is displayed on your dashboard. You can perform additional actions on the search results using the buttons on the ribbon.

Tip:

  • Double-click the title of a list to open that list in a new tab.
  • Add more lists or change the order of existing panes as needed. For example, you can add such lists, as your Followed cases, Reading list cases, and Changed documents to the navigation pane.

The list menu

Right-click a list item to open the list menu with all actions you can apply to the selected list item (or to several list items, if you have selected multiple list elements). Actions in the list menu are grouped by their functionality.

Tip:

  • All actions in the list menu are also available as buttons on the main ribbon or the detail tab ribbon.
  • List menu actions that are not relevant for the current selection or require the affected columns to be displayed in the list are displayed as inaccessible.
  • The list menu will not be displayed for the lists that do not have at least one item.
Menu option Description
Edit

Edit the following meta data for the case or meeting:

  • Case handler
  • Responsible unit
  • Acting unit
  • State
  • Case type
  • Planned close
  • Closed
  • Read access
  • Retention code
  • Default document classification
  • Information
  • Date
  • Party

Additional fields may be available, depending on the distribution mode, configuration of the ribbon and added custom fields.

You can only edit meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Preview

Open a preview pane with additional information, such as documents and parties, for the selected case or meeting.

Explore

Open a case as a folder in WorkZone Explorer and see the contents of a case.

Due to the security model of the Google Chrome and Microsoft Edge Chromium browsers, the Windows File Explorer will not open automatically when you click the Explore button. Instead, you must open the Windows File Explorer manually and then press CTRL+V in the address bar to open the Explorer for the active case.
The link address of the active case will be automatically copied to your clipboard when you click the Explore button.

If you are using the Microsoft Edge browser, you must be signed in to the WorkZone IdentityServer to enable integration to the Windows File Explorer. During the sign-in, you can select the Keep me signed in check box to remain being signed in. However, you may be required to sign in again later, if the persistent cookie storage expires.

If WorkZone Explorer has been deactivated, the Explore button will not be displayed, regardless of which web browser is used. WorkZone Explorer can be activated and deactivated by a system administrator in WorkZone Configurator > Global > Feature Settings > Client > Explore.
Bookmark
  • Add or remove the selected cases or meetings from the favorites list.
  • Mark the case or meeting as read or unread.
  • Follow or stop following the cases or meetings.

For more information, see Case ribbons.
Share

Send web links to the selected cases or meetings by e-mail and copy the title, related case, and the web link of the selected cases to the clipboard.
Report

Generate a PDF file that includes meta data, parties, and documents on the selected cases or meetings.
Recycle

Move the selected cases or meetings to the recycle bin, marking them for deletion.

Note:

  • You can restore the cases if you have sent them to the recycle bin by mistake.
  • You cannot move to the recycle bin a case that contains documents. Recycle the documents first, and then recycle the case itself.
Menu Option Description
Edit

Edit the following meta data for the document:

  • Document type
  • Document group
  • Acting unit
  • Case handler
  • Responsible unit
  • Reply deadline
  • Read access
  • Retention code
  • Classification
  • Information
  • Date
  • Party

Additional fields may be available, depending on the distribution mode, configuration of the ribbon and added custom fields.

You can only edit meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Archive

Assign the Archived state to the current document. For more information about the Archived state, see Edit document state.
Change Change the document state.
Preview

Preview the document in a preview pane.

For more information, see The Preview Pane
Open

Open a selected document in the application that corresponds to the format of the document.

Bookmark
  • Add or remove the selected documents to the favorites list.
  • Mark the selected documents as read or unread.
  • Follow or stop following the selected documents.

For more information, see Document ribbons
Share

Send selected documents by e-mail in one of the following ways:

  • Add web links to the documents. This option will not be displayed, if WorkZone for Office is not installed on the server.
  • Add documents as attachment. This option will not be displayed, if WorkZone for Office is not installed on the server.
  • Add a PDF version of a document as an attachment (this option is only enabled, if a PDF version has been generated). Also, it will not be displayed, if WorkZone for Office is not installed on the server.

Finally, you can copy the title, related case, and the web link of the selected documents to the clipboard.

To Case

Open the case of the selected document in a new tab.
Report Generate a standard report as a PDF.
Move
  • Reassign the selected documents to a new case.
  • Reassign supplementary documents to another main document.
  • Convert a supplementary document to a main document.
  • Convert a main document to a supplementary document.
Copy

Copy a selected document. In the Copy document dialog, you can select a different case for the document that you copy.
Create PDF

Create a PDF version of the selected document.

This option is inaccessible, if a PDF version of the document already exists.
Reply

Create a new document as a reply to the selected document. The sender of the original document becomes the recipient, and the case information is inserted automatically. The new document receives the Outgoing type.
Recycle

Move the document to the recycle bin. You can restore it later, if needed.

Note: You cannot move to the recycle bin a document that has supplementary documents, document references, or case references.
Restore

  • This list menu option is only accessible from the Recyle bin document list.

Restore document from the recycle bin and make it available again.

You can restore the document to the case from which it was originally deleted, restore the document and move it to another case, or restore both the document and the case, if the assigned case is also in the recycle bin.
Delete

  • This list menu option is only accessible from the Recyle bin document list.

Delete the document permanently.

Note: You cannot permanently delete a document that contains supplementary documents. You must delete all supplementary documents, before deleting the main document.
Menu Option Description
Edit

Edit the following meta data for the contact:

  • Information
  • Date
  • Contact reference

Additional fields may be available, depending on the distribution mode, configuration of the ribbon and addition of custom fields.

You can only edit contact meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Preview

Preview the contact information in a preview pane.

For more information, see The Preview Pane
Bookmark
  • Add or remove the selected contacts to the favorites list.
  • Mark the selected contacts as read or unread.
  • Follow or stop following the selected contacts.

For more information, see Contact ribbons
Share Send web links to the selected contacts by e-mail and copy the title, related case, and the web link of the selected contacts to the clipboard.
Menu Option Description
Remove Remove the selected actor from the sequence.
Reorder actions Reorder all actors in the sequence.
Edit

Edit the relative task deadlines for the selected actors.
Preview

Preview a selected actor.

  • You cannot preview multiple actors.
Bookmark
  • Add or remove the selected actors to the favorites list.
  • Mark the selected actors as read or unread.
  • Follow or stop following the selected actors.

For more information, see Document ribbons
Share Send web links to the selected actors by e-mail and copy the contact name, ID and the web link of the selected actors to the clipboard.
Menu Option Description
Add related parties Add a party related to the selected party to the case.
Remove Remove the selected parties from the case.
Edit

Edit the following meta data for the selected parties:

  • External case number
  • Role
  • Information
  • Date
  • Contact reference

Additional fields may be available, depending on the distribution mode, configuration of the ribbon and addition of custom fields.

You can only edit meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Preview

Preview a selected party.

  • You cannot preview multiple parties.
Bookmark
  • Add or remove the selected parties to the favorites list.
  • Mark the selected parties as read or unread.
  • Follow or stop following the selected parties.

For more information, see Document ribbons
Share Send web links to the selected actors by e-mail and copy the contact name, ID and the web link of the selected parties to the clipboard.
Menu Option Description
Edit

Edit the selected shared search.

Tip: You can save the edited search as a new search or overwrite the existing search.
Delete

Delete the selected shared search list.

Note: You can only delete the lists owned by you.
Assign to

Assign the selected shared search to another user.
Subscribe Subscribe to the selected shared search and receive notifications when the search is edited.

Manage lists

You can add new lists, remove existing lists and rearrange the lists in your navigation pane.

Customize the Navigation pane

To customize your navigation pane, click the Configure navigation icon in the navigation pane on the Home tab. The Available lists pane is displayed where you can edit the lists.

  • The left-hand column displays lists (framed in green) that are currently available from your navigation pane.
  • The right-hand column displays lists (framed in red) that you can add for quick access.

  1. On the Home tab, click Configure navigation in the navigation pane.
  2. In the right-hand column:
    • Double-click the list, or
    • Click Select item on the list, or
    • Drag the list from the right-hand column to the desired position in the left-hand column.
  3. Click Apply to save your changes.
  1. On the Home tab, click Configure navigation in the navigation pane.
  2. In the left hand column:
    • Double-click the list, or
    • Click Deselect item on the list, or
    • Drag the list to the desired position from the left-hand column to the right-hand column.
  3. Click Apply to save your changes.
  1. On the Home tab, click Configure navigation in the navigation pane.
  2. Drag the list to the desired position in the left-hand column.
    • You cannot drag a list to a pane which is not open.
  3. Click Apply to save your changes.

Tip: Click Reset to discard your changes and return to the default configuration of the navigation pane.