Ribbons

Select a case category and create new case.

A case may include documents, parties (involved people), meetings, notes, and other related information.

Add a new contact to the system.

When you create a new contact, you can specify information such as name and address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. By default, a new document is assigned to your desktop case. If you create a new document from a case detail page, the new document will be assigned to this case instead.

Create a document that only contains meta data, such as title and case handler. This document will not contain an actual file and can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Select custom types that have been configured and made available to you by a system administrator.

• The More button is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Start a new search. When you select an item in the drop-down list, a new search page opens in a new tab. This page provides all the relevant meta data parameters for an advanced search.

• The More search menu option is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Reload the information on the current page.

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.

Change the following meta data on a case:

• Category: Change the case category of the active case by selecting a new category from the list.
• Case group: Change the case group of the active case. You can also change the child case group, if it has been defined.
• Primary party: Change the primary party of the active case. This option is only displayed, if the current case contains a primary party. You cannot remove a primary party from the case, leaving the Primary party field empty.

See also:

• Change a case category
• Change case group and child case group
• Add or change the primary party

Save your changes to a case.

Cancel your unsaved changes to a case.

Mass edit one or more fields on selected cases. Select the cases to edit, and then select the fields to be edited in the drop-down list under the button.

• This button is only displayed when working with cases in a list.
• You can only edit case meta data on columns that are displayed in the current list.

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

Export all the items in the list to a new Microsoft Excel spreadsheet.

The first time you open the Microsoft Excel spreadsheet, you must activate the external data connection by providing your credentials and defining the security level of personal information. Once the content has been activated, the content in the spreadsheet must still be activated when opening the spreadsheet but your credentials need not be specified again.

Open the selected list in a new tab.

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

Open a drop-down list with the following options:

Add the selected case to the Favorite cases list.

Remove the selected case from the Favorite cases list.

Add the selected case to Reading list cases to view it later. When you add an item to a reading list, it appears in bold in all the lists where it is included.

Remove the selected case from Reading list cases.

Add the selected case to the Followed cases list. If other employees make changes to a case that you follow, this case will appear on your Changed cases list. See Working with followed items.

Stop following changes made to a selected case.

Open the chat window with the active case already added as a reference and the case-based chat title created automatically.

Open a drop-down list with the following options:

Send selected cases by e-mail.

• This option will not be displayed, if WorkZone for Office is not installed on the local machine.

Add web links to the documents.

Copy the title and the web link of the selected cases to the clipboard.

Start a new process based on a selected case.

Read more about process features and types of processes in Start a process from a case

Create a copy of the selected case.

Move the selected cases to the recycle bin, marking them for deletion. You can restore the cases, if you have sent them to the recycle bin by mistake.

Make the case available again by restoring it from the recycle bin.

Delete the case permanently.

Create a PDF file with information about the current case. In relevant dialog, you can select which information to include in the PDF file.

Close the case. A closed case cannot be edited, but can be reopened. To find a closed case, click New search > Case and enter search criteria.

Reopen the case. A reopened case works in the same way as a regular case.

Open a drop-down list with the following options:

Generate a PDF file that contains a classification scheme for the existing case groups.

Generate a PDF file that includes meta data, parties, and documents on the selected case.

Manage configurations.

With a configuration you can customize the WorkZone Client web interface according to your needs.

Reset your Personal configuration. If there are no changes to your Personal configuration, the Organizational configuration will be applied.

If you are assigned the CONFIGADM access code, you can reset not only your Personal configuration, but also the current configuration.

Open an overview of all the changes to the configurations that have been applied and are available to you. Changes to the configurations are listed by their type and by configuration type (User, Unit, and Organizational).

Edit the current configuration.

When you are editing a configuration, an orange information bar will appear on the page, displaying the name and type of the configuration currently being edited.

Save your changes to the current configuration, overwriting it, and exit the configuration edit mode.

Save your changes to the current configuration as another configuration, and exit the configuration edit mode.

This way administrators can customize another user's, Unit, or Organizational configuration, and overwrite the original configuration, making the changes available to other users, the unit or the entire organization.

Exit the configuration edit mode without saving your changes.

Manage exporting and importing of WorkZone Client configurations.

The accessible functionality depends on your access rights.

• If you are not assigned the CONFIGADM access code, you can export your Personal and Private configurations to a single JSON file and also import an exported configuration JSON file that contains Personal or Private configurations (either from yourself or from other users) into your own Personal or Private configuration.
• If you are assigned the CONFIGADM access code, you can export WorkZone Client configurations of all types (Private, Personal, Unit and Organizational) to a single JSON file and also import the file into all configuration types for yourself or for other users.
  This way administrators can apply configurations to multiple users.

Apply configurations saved to a JSON file to users, units, or the entire organization.

Save configurations of all users, units, and an organization to a JSON file.

Open the WorkZone meeting detail page.

• This button is only displayed on meeting cases.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.

Create a new case.

A case may include documents, parties (involved people), meetings, notes, and other related information.

Add a new contact to the WorkZone system.

When you create a new contact, you can specify information such as name and address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. By default, a new document is assigned to your desktop case. If you create a new document from a case detail page, the new document will be assigned to this case instead.

Create a document that only contains meta data, such as title and case. This document will not contain an actual file and can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Select custom types that have been configured and made available to you by a system administrator.

• The More button is not displayed by default. You must manually enable it the Configure ribbon dialog, and select which independent custom types should be displayed.

Start a new search. When you select an item on the drop-down list, a new search page opens in a new tab. This page provides all the relevant meta data parameters for an advanced search.

• The More search menu option is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Save your changes to a document.

Cancel your unsaved changes to a document.

Reload the information on the current page.

• The Refresh button on the detail ribbon reloads only the detail list.
  

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

Mass edit one or more fields on selected documents. Select the documents to edit, and then select the fields to be edited in the drop-down list under the button.

• This button is only displayed when working with documents in a list.
• You can only edit document meta data on columns that are displayed in the current list.

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

Open the selected list in a new tab.

Open the drop-down list with the following options:

Allow other employees to view, edit, and delete your personal draft document.

Change the current document state to Locked. For more information about the Locked state, see Edit document state.

Open a preview pane with information, such as PDF version, parties and supplementary documents, for the selected document.

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

Open a drop-down list with the following options:

Add the selected document to the Favorite documents list.

Remove the selected document from the Favorite documents list.

Add the selected document to Reading list documents to view it later. When you add a document to a reading list, it appears in bold in all the lists where it is included.

Remove the selected document from Reading list documents.

Add documents to the Followed documents list. If other employees change a document that you follow, you will see it in the Changed documents list. See Working with followed items.

Stop following changes made to a selected document.

Disable draft versioning for the active document.

If Disable versioning is inaccessible, draft versioning has been disabled globally, or you might not have sufficient rights to access this document.

Enable draft versioning for the active document.

If Enable versioning is inaccessible, draft versioning has been disabled globally, or you might not have sufficient rights to access this document.

Open the chat window with the active document already added as a reference, and the document-based chat title created automatically.

Open a drop-down list with the following options:

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 local machine.

Add documents as attachment.

• This option will not be displayed, if WorkZone for Office is not installed on the local machine.

Add a PDF version of a document as an attachment.

• This option is only enabled, if a PDF version has been generated.

• This option will not be displayed, if WorkZone for Office is not installed on the local machine.

Copy the title, related case, and the web link of the selected documents to the clipboard.

Start a new process from the current document. The process will be based on the case that the document belongs to. Read more about WorkZone Process in Start a process from a document.

Open the case of the selected document in a new tab.

Open the main document of the current document in a new tab.

Create a PDF file with the selected documents. In relevant dialog, you can select which documents to include in the PDF file and define their order.

Export all the items in the list to a new Microsoft Excel spreadsheet.

The first time you open the Microsoft Excel spreadsheet, you must activate the external data connection by providing your credentials and defining the security level of personal information. Once the content has been activated, the content in the spreadsheet must still be activated when opening the spreadsheet but your credentials need not be specified again.

Delete the document permanently.

Generate a standard report as a PDF.

• Reports are only available for the main documents.

Generate a Power BI report.

• Microsoft Power BI must be installed to use the generated Power BI reports.

Generate a PDF file that contains a classification scheme for the existing case groups.

Open a drop-down list with the following options:

Reassign a selected document to another case.

Reassign a selected supplementary document to another main document.

Select a supplementary document, and make it a main document.

Select a main document, and make it a supplementary document. A dialog will appear, where you can select a new main document for this document.

Start a new process from the current document. The process will be based on the case that the document belongs to. Read more about WorkZone Process in Start a process from a document

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

Create a PDF version of the selected document.

• If this option is inaccessible, a PDF version of this document already exists.

Verify if this document is a valid PDF/UA file. Valid PDF/UA documents will receive the green "UA" badge on their document icons.

Create a new document as a reply to the selected document. The sender of the original document will become the recipient, and the case information will be inserted automatically. The new document will receive the Outgoing type.

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

Make the document available again by restoring it from the recycle bin.

Remove the document from the recycle bin and make it available again on the original case.

If the document and the case both were deleted, this option will remove them from the recycle bin and make them available again.

Remove the document from the recycle bin and make it available on a different case.

The Move and restore documents dialog will open, where you can assign a new case to the restored document.

Disable retention of previous versions of the current document.

Enable retention of previous versions of the current document.

Unlock and perform a forced check-in of the document into WorkZone Content Server. Any existing changes made to the document will be lost.

• The Check in button is only displayed, if the document is currently checked out and there is no registered lock on it in the WorkZone Content Server.

Manage available to you configurations.

Reset your Personal configuration. If there are no changes to your Personal configuration, the organizational configuration will be applied instead.

If you are assigned the CONFIGADM access code, you can reset not only Personal configuration, but also the current configuration.

Open an overview of all the changes to the configurations that have been applied and are available to you. Changes to the configurations are listed by their type and by configuration type (User, Unit and Organizational).

Edit the current configuration.

When you are editing a configuration, an orange information bar will appear on the page, displaying the name and type of the configuration currently being edited.

Save your changes to the current configuration, overwriting it, and exit configuration edit mode.

Save your changes to the current configuration as another configuration, and exit the configuration edit mode.

This way administrators can customize another user's, Unit or Organizational configurations, and overwrite the original configuration, making the changes available to other users, the unit or the entire organization.

Exit the configuration edit mode without saving your changes.

Manage exporting and importing of WorkZone Client configurations.

The accessible functionality depends on your access rights.

• If you are not assigned the CONFIGADM access code, you can export your Personal and Private configurations to a single JSON file and also import an exported configuration JSON file that contains Personal or Private configurations (either from yourself or from other users) into your own Personal or Private configuration.
• If you are assigned the CONFIGADM access code, you can export WorkZone Client configurations of all configuration types (Private, Personal, Unit and Organizational) to a single JSON file, and also import the file into all configuration types for yourself or for other users.
  This way administrators can apply configurations to multiple users.

Apply configurations saved to a JSON file to users, units, or the entire organization.

Save configurations of all users, units, and an organization to a JSON file.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.

Create a new case.

A case may include documents, parties (involved people), meetings, notes, and other related information.

Add a new contact to the WorkZone system.

When you create a new contact, you can specify information such as a name and an address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. By default, a new document is assigned to your desktop case. If you create a new document from a case detail page, the new document will be assigned to this case instead.

Create a document that only contains meta data, such as title and case handler. This document will not contain an actual file and it can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Select custom types that have been configured and made available to you by a system administrator.

• The More button is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Start a new search. When you select an item in the drop-down list, a new search page opens in a new tab. This page provides all the relevant meta data parameters for an advanced search.

• The More search menu option is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Save your changes to a contact.

Cancel your unsaved changes to a contact.

Reload the information on the current page.

Export all the items in the list to a new Microsoft Excel spreadsheet.

The first time you open the Microsoft Excel spreadsheet, you must activate the external data connection by providing your credentials and defining the security level of personal information. Once the content has been activated, the content in the spreadsheet must still be activated when opening the spreadsheet but your credentials need not be specified again.

Mass edit one or more fields on selected contacts. Select the contacts to edit, and then select the fields to be edited in the drop-down list under the button.

• This button is only displayed when working with contacts in a list.
• 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.

Open the selected list in a new tab.

Open a preview pane with information, such as addresses and contact references, for the selected document.

Open a drop-down list with the following options:

Add the selected contact to the Favorite contacts list.

Remove the selected contact from the Favorite contacts list.

Add the selected contact to Reading list contacts to view it later. When you add a contact to a reading list, it appears in bold in all the lists where it is included.

Remove the selected contact from Reading list contacts.

Add contacts to the Followed contacts list. If other employees change a contact that you follow, this contact will appear on your Changed contacts list. See Working with followed items.

Stop following changes made to a selected contact.

Open the chat window with the active WorkZone user (Contact) already added as a reference and the contact-based chat title created automatically.

• You can only chat with WorkZone users. The Chat button will be unavailable on contacts that are not WorkZone users.

Open a drop-down list with the following options:

Delete the active contact permanently.

For more information, see Delete a contact

Copy the name and the web link of the selected contacts to the clipboard.

Manage configurations.

With a configuration, you can customize the WorkZone Client web interface according to your needs.

Reset your Personal configuration. If there are no changes to your Personal configuration, the organizational configuration will be applied.

If you are assigned the CONFIGADM access code, you can reset not only your Personal configuration, but also the current configuration.

Open an overview of all the changes to the configurations that have been applied and are available to you. Changes to the configurations are listed by their type and by configuration type (User, Unit, and Organizational).

Edit the current configuration.

When you are editing a configuration, an orange information bar will appear on the page, displaying the name and type of the configuration currently being edited.

Save your changes to the current configuration, overwriting it, and exit the configuration edit mode.

Save your changes to the current configuration as another configuration, and exit the configuration edit mode.

This way administrators can customize another user's, Unit, or Organizational configuration, and overwrite the original configuration, making the changes available to other users, the unit or the entire organization.

Exit the configuration edit mode without saving your changes.

Manage exporting and importing of WorkZone Client configurations.

The accessible functionality depends on your access rights.

• If you are not assigned the CONFIGADM access code, you can export your Personal and Private configurations to a single JSON file and also import an exported configuration JSON file that contains Personal or Private configurations (either from yourself or from other users) into your own personal or private configuration.
• If you are assigned the CONFIGADM access code, you can export WorkZone Client configurations of all configuration types (Private, Personal, Unit and Organizational) to a single JSON file and also import the file into all configuration types for yourself or for other users.
  This way administrators can apply configurations to multiple users.

Apply configurations saved to a JSON file to users, units, or the entire organization.

Save configurations of all users, units, and an organization to a JSON file.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.

Add relations to an existing party. You can then view all party relations and their roles from any party list.

Set the selected address to be the default address for a contact.

Remove the selected items from the list.

Create a new case.

A case may include documents, parties (involved people), meetings, notes, and other related information.

Add a new contact to the system.

When you create a new contact, you can specify information such as name and address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. A new document is assigned to your desktop case by default. If you create a new document from a case detail page, the new document will be assigned to this case instead.

Create a document that only contains meta data, such as title and case handler. This document will not contain an actual file and can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Select custom types that have been configured and made available to you by a system administrator.

• The More button is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Start a new search. When you select an item in the drop-down list, a new search page opens on a new tab. This page provides all the relevant meta data parameters for an advanced search.

• The More search menu option is not displayed by default. You must manually enable it in the Configure ribbon dialog, and select which independent custom types should be displayed.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Opens the Dashboard setup dialog.

Reload the information on the current page.

Open the selected list in a new tab.

Mass edit one or more fields on selected items. Select the items to edit, and then select the fields to be edited in the drop-down list under the button.

• This button is only displayed when working with items in a list.
• You can only edit item meta data on columns that are displayed in the current list.

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

Export all the items in the list to a new Microsoft Excel spreadsheet.

The first time you open the Microsoft Excel spreadsheet, you must activate the external data connection by providing your credentials and defining the security level of personal information. Once the content has been activated, the content in the spreadsheet must still be activated when opening the spreadsheet but your credentials need not be specified again.

Delete the selected list.

Open a drop-down list with the following options:

Generate a PDF file that contains a classification scheme for the existing case groups.

Start receiving notifications about the changes in a selected list by e-mail. Select the frequency for the e-mails in a drop-down list.

Receive e-mails once per day.

Receive e-mails twice per day.

Receive e-mails once per week.

Stop subscribing to a selected list.

Share a saved search result list with other units and individual colleagues. You can select the units and colleagues in the Access code field in the Share search dialog.

Copy the title and the web link of the selected items to the clipboard.

Manage configurations.

With a configuration, you can customize the WorkZone Client web interface according to your needs.

Reset your Personal configuration. If there are no changes to your Personal configuration, the Organizational configuration will be applied instead.

If you are assigned the CONFIGADM access code, you can reset not only your Personal configuration, but also the current configuration.

Edit the current configuration.

When you are editing a configuration, an orange information bar will appear on the page, displaying the name and type of the configuration currently being edited.

Save your changes to the current configuration, overwriting it, and exit the configuration edit mode.

Save your changes to the current configuration as another configuration and exit the configuration edit mode.

This way administrators can customize another user's, Unit, or Organizational configuration, and overwrite the original configuration, making the changes available to other users, the unit or the entire organization.

Exit the configuration edit mode without saving your changes.

Manage exporting and importing of WorkZone Client configurations.

The accessible functionality depends on your access rights.

• If you are not assigned the CONFIGADM access code, you can export your Personal and Private configurations to a single JSON file and also import an exported configuration JSON file that contains Personal or Private configurations (either from yourself or from other users) into your own Personal or Private configuration.
• If you are assigned the CONFIGADM access code, you can export WorkZone Client configurations of all configuration types (Private, Personal, Unit and Organizational) to a single JSON file and also import the file into all configuration types for yourself or for other users.
  This way administrators can apply configurations to multiple users.

Apply configurations saved to a JSON file to users, units, or the entire organization.

Save configurations of all users, units, and an organization to a JSON file.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.