What's new

Improvements for working with emails

Create WorkZone parties for unknown email addresses

• Your administrator can enable in WorkZone Configurator automatic contact creation and contact suggestion for email addresses that are not WorkZone contacts yet. If these options are enabled, you can quickly create new WorkZone contacts (parties) when saving emails.
  • If Enable automatic creation of new contacts for unknown email addresses option is enabled, you can automatically create new WorkZone contacts for unknown email addresses. When this option is disabled, you will have to create new contacts manually.
  • If Suggest creation of new contacts for senders, recipients and Cc recipients, that do not exist in WorkZone yet option is enabled, senders, recipients, and Cc recipients will be preselected for contact creation, if their email addresses do not exist in WorkZone.

  See Manage email parties and Create a new contact.

• If you have the CONFIGADM access rights, you can configure fields that will be displayed in the Create new contact pane. See Configure the new contact fields.

Add Primary party for the new cases

If you have the CONFIGADM access rights, you can add Primary party to the Configure new case dialog, and make it a required field, if needed. This will allow users to add Primary party to their newly created WorkZone cases directly from the WorkZone pane in Outlook, Word, Excel, or PowerPoint.

Improvements for merging to Word documents

• Merge fields for merging case and document information to Word templates now include Case contact (case party) and Document contact (document party) fields, as well as custom fields for cases, documents, case parties, and document parties.
  Tip: Custom fields for cases, documents, case parties, and document parties are set up by administrators in WorkZone Configurator under Case > Custom fields, Document > Custom fields, and Contact > Custom fields. See WorkZone Configurator Guide for more information.
• After adding a merge field to a Word template, you will see the placeholder text (title format) for this field. This can help you visualize the existing merge fields, as well as detect any unmerged yet values.
• Upon hovering over a merge field, you will see its most important details. For example, for a merge field Address 1 added for Case > Responsible Unit, a tooltip might say "(Case, Responsible Unit), Address 1". This can help you easily identify the needed merge field, as well as to distinguish between fields with similar values.
  Tip: Tooltips for merge fields can be added and updated by WorkZone administrators. See About merge fields and XML files structure for more information.

See Merge case, document, and contact information into a Word document.

WorkZone 365 feature overview

A new Feature overview topic provides an overview of the WorkZone 365 features that are available from Microsoft Outlook and Microsoft Office 365 add-ins.

Improvements for saving multiple emails

• You can categorize multiple saved emails as saved to WorkZone (supported only with Microsoft Exchange Server Online).
• When saving multiple emails, you can track your progress via a progress bar. It will also show the status of each item.
• Contact resolution: If there is more than one contact registered with the same email address in the WorkZone database, you will need to select which contact to save as a party on the selected email to proceed with saving the email. To do this, click the Parties tab, select which contact to save, and click Resolve.
• Email parties from the saved emails are now saved as document parties on the newly created WorkZone documents. See Save multiple emails.
• When saving multiple emails, you can save their attachments as individual WorkZone documents. You can choose to either save the attachments as main documents on a case or as supplementary documents to the email. See Save multiple emails, step 4.
• If you have the CONFIGADM access rights, you can configure the fields in the Create new case dialog for multiple saved emails. See Configure the new case fields.

WorkZone 365 for shared mailboxes with Microsoft Exchange Server 2019

WorkZone 365 functionality is now supported for shared mailboxes with Microsoft Exchange Server 2019. Previously, shared mailboxes were only supported with Microsoft Exchange Server Online.

Improvements for merging to Word documents

• When you click Merge, values from the inserted merge fields will automatically merge to the same document. Previously, a new document with the values from the inserted merge fields was opened.
• Two new buttons, Save and Merge and Merge as Copy are now available for merging actions:
  • Save and Merge (only displayed for non-WorkZone documents): Merge the inserted merge fields and save current document to WorkZone. See Merge information to a non-WorkZone document.
  • Merge as Copy (only displayed for WorkZone documents): Merge the inserted merge fields and save a copy of the current document as a new WorkZone document. See Merge information and save a copy of an existing WorkZone document.

Improvements for working with emails

Save emails without attachments

Your organization can decide whether to include attachments into the email message (email body) file that you save to WorkZone. This is configured by your WorkZone administrator in WorkZone Configurator under 365 > Outlook configuration > Email attachments > Save emails without attachments.

• When Save emails without attachments setting is enabled: The email message will be saved to WorkZone without any attached files (embedded elements, such as logos, graphical signatures and so on, will not be removed). When saving the email message, you can select to save its attachments as separate supplementary documents or main documents on the same case.

  Note:

  • Digitally signed emails will be saved without the digital signature.
  • Encrypted emails will be saved as a single file, including the attachments. Additionally, you can save the attachments as separate supplementary documents or main documents on the same case.
• When Save emails without attachments setting is disabled: The email message will be saved to WorkZone together with all its attachments merged into a single file. Additionally, when saving the email message, you can select to save the attachments as separate supplementary documents or main documents on the same case.

See Save an email and its attachments as WorkZone documents.

Save multiple emails

You can save multiple emails to WorkZone at once. See Save multiple emails.

Improved flow for Word documents

After you save a Word document to WorkZone, or merge WorkZone content control fields to a Word document, your WorkZone version of this document will automatically open and the initial (non-WorkZone) Word document will close. Previously, both your initial Word document and its WorkZone version remained open, so you needed to close the non-WorkZone document and switch to its WorkZone version to continue working.

See Add a Word, Excel, or PowerPoint document to WorkZone and Merge information to a non-WorkZone document.

WorkZone 365 functionality supported for shared mailboxes

WorkZone functionality is now supported for shared mailboxes.

Improvements for cases and documents

Create new cases from Word, Excel, and PowerPoint

You can now create new cases from Word, Excel, and PowerPoint, and then save your document on it. See Save a Word, Excel, or PowerPoint document on a new case.

Configuration improvements

Configure the Create new case dialog in Outlook

If you have the CONFIGADM access rights, you can configure fields in the Create new case dialog. See Configure the new case fields.

DateTime custom fields available for WorkZone pane

You can add the DateTime custom fields with the date and time pickers to WorkZone pane, and enter the date and time values for WorkZone documents directly from Outlook, Word, Excel, and PowerPoint.

See Configure the WorkZone pane and Set date and time.

Most recently used documents shown in the Document search pane

In the Document search pane, a list of your most recently used documents is shown, so you can quickly select the needed items and attach to an email as files, links or PDF documents. For more advanced searching, click to open the Document search pane in a larger view, and enter your search criteria. See Search and attach WorkZone documents from an email.

Manage access restrictions for cases and documents

When working with WorkZone cases and documents from Outlook, Word, Excel, and PowerPoint, you can view and edit access restrictions (that it, read and write access codes) that apply to these cases or documents. See Manage access restrictions for cases and documents.

Auto-filled values from the case group for new cases

When you create a new case and select a Case group, fields that were defined for this case group by an administrator in WorkZone Configurator (under Taxonomy > Classification Scheme) will be filled in automatically. See WorkZone Configurator Guide for more information about setting the default values for case groups.

See Save an email on a new case.

Auto-filled values from the case for new documents created from Outlook

When you create a new case document from Outlook and select a Case, the Case handler and Organizational unit values will be automatically inherited from the selected case.

See Save an email on a new case and Save an email and its attachments as WorkZone documents.

Improvements for case creation

Create new Standard cases from Outlook

You can now create new cases with the Standard case category. See Standard case for more information about Standard cases.

Configuration improvements

Configure the Create new case dialog in Outlook

If you have the CONFIGADM access rights, you can configure fields in the Create new case dialog. See Configure the new case fields.

DateTime custom fields available for WorkZone pane

You can add the DateTime custom fields with the date and time pickers to WorkZone pane, and enter the date and time values for WorkZone documents directly from Outlook, Word, Excel, and PowerPoint.

See Configure the WorkZone pane and Set date and time.

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.

Create new cases from Outlook

You can create new WorkZone cases directly from Outlook. See Save an email on a new case.

Improvements for working with WorkZone meetings

• You can create WorkZone meetings as an attendee. Previously, only meeting organizers could create WorkZone meetings. See Create a new WorkZone meeting.
• You can open a WorkZone meeting case in WorkZone Client directly from the WorkZone pane. Open a WorkZone meeting in WorkZone Client.
• If multiple WorkZone meetings exist for the same Outlook meeting (for example, if several participants have created parallel WorkZone meetings due to access restrictions to an already existing meeting case), they will be listed under the Case droplist on the WorkZone pane, so you can select the needed meeting case.