What's new for WorkZone users

WorkZone Client

Documents

Hard copy management

With the new Hard copy management feature, you can register and keep track of physical copies of a WorkZone document.

• The new document Hard copies and their duplicates tab provides an overview of all registered hard copies and duplicates for a given document, and their current states.
• The new Hard copy management button in the document ribbon, opens the Hard copies pane where you can add, accept or reject, archive, and destroy hard copies and their duplicates.

  Prerequisite:

  • This feature must first be enabled in WorkZone Configurator > Global > Feature settings > Hard copy management.
  • To add and destroy hard copies and duplicates and accept on behalf of other users, you must be assigned the HARDCOPYADM access code. Without it, you can only accept, reject, or archive hard copies that are assigned to you.

  See Manage hard copies of a document.

Enhancements for documents that are locked for editing

• Documents that are automatically locked for editing will have a pencil on their icons (for example, for a Word document).
  Tip: Documents that have been manually checked out for editing will have a green arrow on their icons (for example, for a Word document), so you can quickly identify whether a document has been automatically locked for editing or manually checked out.
• The Locked by and Lock expires columns have been removed. Hover your mouse over the document icon to see who is currently editing this document.

See Lock a document for editing.

AI redaction suggestions for PDF documents

When redacting PDF documents, you can now use automated AI redaction suggestions to minimize manual work for redacting confidential, personally identifying or other potentially sensitive information. See Redacting PDF documents.

Contacts

Send email to multiple contacts

New Mail to button is added to the ribbon for all contact lists, so you can send emails to multiple contacts at once. Previously, you could only send an email to a single contact at a time. See The list menu.

WorkZone Mobile

Improvements to the case details view

The three quick action buttons: Call , Email , and Map are now available on the case party details page, so you can quickly call, email or view the address of the selected case party on the map. See View case party details.

WorkZone 365

Case filter added for parties

When adding parties to an Outlook email or a Word, Excel, or PowerPoint document, you can now select a case and use the new Filter parties by case filter to only see parties from the selected case. See Manage email parties and Manage document parties.