What's new in WorkZone Client

No changes in this release.

No changes in this release.

Cases and documents

Create documents from Documotor templates

If your organization uses Documotor to store and manage its Microsoft Office templates, you can create WorkZone documents based on the Documotor templates. See Create a document (Word, Excel or PowerPoint) from Documotor.

Improvements for working with WorkZone Archive

When you search for cases and documents in WorkZone Archive, dropdowns on the search pages (for example, Case group, Employee, Unit, and so on) will list items from the relevant WorkZone Archive database (and not your current WorkZone database). Items from the WorkZone Archive database are indicated by the "P[number of your WorkZone Archive]" prefix (for example, a unit named "Technology" located in the WorkZone Archive 2 will be shown as "P2 Technology"). See Search in WorkZone Archive.

Improvements for working with case primary parties

• You can search for cases by the Primary party.
• On the Parties list, primary party is now indicated by the green icon.
• You can edit the primary party, even if the Primary party field has not been added to the case detail page. Previously, the Change > Primary party menu option was only accessible if the Primary party field has been added to the case detail page by an administrator. See Add or change the primary party.

Work with cases and documents in WorkZone Archive

You can access cases and documents in your WorkZone Archive (a collection of historical data that is stored across older databases). See About WorkZone Archive for more information.

• You can search for cases and documents in WorkZone Archive and preview their details directly from the search results, or go to the needed case or document page.
• For documents, you can also:
  • Import documents from WorkZone Archive to existing WorkZone cases.
  • Preview a PDF version of the document.
  • Open the document in a corresponding program.
  • Download the documents as single files.

See Work with WorkZone Archive.

Cases and documents

Grouping by Acting unit for the bar chart and donut chart widgets

When configuring the bar chart or donut chart dashboard widgets for cases and documents, you can now group the displayed items by their Acting unit. See Widgets.

Contacts

External ID field available for Contacts

The new External ID field is available for the Contact search and Contact detail pages. The External ID value can also be displayed for contact lists and edited for single items.

Record access right field can be edited from lists

The Record access right field is now editable from the lists of case parties or document parties.

UI enhancements

Refreshed design

Icons, tabs and ribbons in WorkZone Client have received a refreshed design.

Improved navigation for open tabs

You can always see the full list of your currently open tabs by clicking the new drop-down arrow at the right corner of the main ribbon. A grey dot . indicator will appear above the drop-down arrow, if some of your open tabs do not fit the main ribbon. Such tabs will be greyed out in the drop-down list.

• You can search for the needed tab within the list of your currently open tabs using the Search bar at the top of the drop-down. Click Alt+A to open the drop-down and select the Search bar for the top tabs on the main ribbon, and Alt+Shift+A to open the drop-down and select the Search bar for the detail tabs on the detail ribbon.

Entity validation rules for WorkZone items

Your WorkZone administrators can set up entity validation rules in WorkZone Configurator to disable or restrict the possibility of updating a WorkZone entity (a case, a contact, a document, or a custom type), until certain criteria are met. If you try to edit an entity that has validation rules applied to it, and your update does not meet the specified criteria, you will see an error message with the reason of a failed update and a link to the entity item, so you go directly to it and perform the needed changes. See Entity validation rules.

Cases, documents and contacts

Use custom tabs based on the OData query filter

You can use custom tabs for cases, documents, contacts, or custom types based on a manually inserted OData query filter. This way you can use advanced dynamic filters with as many conditions as you need applicable to the context of your current WorkZone item.

Cases and documents

View organizational chart for case or document units

On the case detail page and document detail page, you can view the hierarchy structure (that is, organizational chart) for the units (for example, Responsible unit and Acting unit) assigned to this case or document. See View organizational chart for a case or document unit.

Case and document life cycles extended with additional values

Life cycle lists for cases and documents now include the following values:

• Document life cycle:
  • Classification
  • Retention code
  • Retention date
  • Deleted by

• Case life cycle:

  • Default document classification
  • Retention code
  • Retention date
  • Deleted by

This means that you can track changes of these values when viewing the case or document life cycle.

Documents

Remove all annotations from a redacted PDF document

New Remove all annotations check box is available in the confirmation dialog for applying the redactions to a PDF document. Selecting this check box will remove from the document all non-redaction annotations (such as comments, and so on) and only apply the redactions. See Apply redactions.

Mass editing available for the Letter Date

You can edit the Letter Date value for multiple documents in a list. See Edit multiple items in a list.

Your last selected template is remembered in the Print case dialog

In the Print case dialog, your last selected Template is remembered and pre-selected automatically.

• This information is stored under private configuration.

Cases, documents, and contacts

Improved 'Go to case/document/contact' navigation

To go directly to a case, document, or contact, just click on that case, document, or contact from a list. Previously, you needed to click the Go button in the Go to dialog, after selecting an item.

See Start a quick search.

Improved auto-suggestion logic of search operators

The @Me, @Unit, @My Desktop case, @Empty, @Filled In search operators are no longer auto-suggested during editing and searching, when you start typing a real value.

Cases and documents

New Security code column available for the Users with read access and Users with write access lists

New Security code column is available for the Users with read access and Users with write access lists of cases or documents. It provides more precise access overview for items that are protected not only by the read/write access, but also by security codes, as read/write access code overview does not consider the security codes restrictions (meaning that the Users with read access and Users with write access lists may show more users than actually have read/write access to an item).

See About Security group rights for more information about the security codes restrictions.

Documents

Your last selected document state is remembered in the Print case dialog

In the Print case dialog, your last selected document state (under Advanced > State) is remembered and pre-selected automatically.

• This information is stored under private configuration.

Searches

Configure the Parties filter on case searches

When you search for cases, you can customize the Define parties filter dialog to include other standard fields or your organization's custom fields. See Configure the Parties filter on case searches.

Documents

Use document creation date as Letter date for added case documents

You can have the document creation date automatically inserted as the Letter date for your case documents added to a case via drag and drop from Outlook or from the file system.

• For items added from Outlook, the Letter date will be the current date.
• For items added from the file system, the Letter date will be the last modified date of that item.

Cases

New standard field Case start available for case detail pages

The new Case start field indicates the date when the case was started. This field is filled in manually and can be relevant if, for example, the case start date is different from the date when the case was created in WorkZone.

This field is not displayed by default and must be added to the case detail page configuration by a system administrator.

Lists

Flag items in the case, document, or contact lists

When working with case, document, or contact lists, you can flag items to distinguish them from the rest. For example, you can flag the items that you find most relevant to a particular case, or would like to check first, or would like to print. By adding the Flaggedcolumn to your list view and sorting by it, you can quickly access your flagged items in a case, document, or contact list. See Flagged items.

Search for columns in the Select columns dialog

When configuring the columns settings, you can now search for the needed column by typing its name into the search bar at the top of the Select columns dialog. See Add / Remove columns in a list.

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.