WorkZone Client and other WorkZone modules

WorkZone consists of many smaller WorkZone modules. Some organizations do not use all WorkZone functionality and therefore do not need to enable all WorkZone modules.

This table provides an overview of dependencies between WorkZone Client and other WorkZone modules.

Functionality	Required product
Send a case in an email Send a document as a link or as attached file Export a list to Excel	WorkZone 365 or WorkZone for Office
Work with WorkZone meetings Configure a meeting search detail page	WorkZone Meeting
Open a case in Windows explorer	WorkZone Explorer
Work with processes Work with case activities Work with delegates	WorkZone Process
Create PDF files to print case documents and case notes Use reports	WorkZone PDF Engine
Advanced editing of PDF documents: Add advanced annotations such as highlights, notes, callouts, apply text formatting such as striking out, underlining or marking text, adding text boxes and free hand drawings. Search for and mark terms for redaction. Preview text marked for redaction before applying the redactions as well as sending the redaction-marked document for review before redaction is applied. Rotate, move or delete pages. Insert new pages to or extract existing pages. Add, remove or edit bookmarks. Add a watermark.	Advanced PDF module Important: A free version of the Advanced PDF, that can be used to read PDF documents, is installed by default. Separate Advanced PDF licenses are required to annotate/redact and edit PDF documents.
See AI-based suggestions for redaction annotations in PDF documents	AI - Suggest redaction (requires also Advanced PDF module)
Use AI to identify and extract obligations that are embedded in PDF documents	AI - Obligation extraction (requires also Advanced PDF module)
Work with notes	Notes module
Create WorkZone documents based on the Templafy and/or Documotor templates	Template services module
Copy documents from Microsoft SharePoint to WorkZone	WorkZone SharePoint
Communicate more informally with other WorkZone users Collaborate and communicate on specific cases or documents	WorkZone Chat
Import the CPR contact data from the Danish Central Office of Civil Registration (Det Centrale Personregister) and CVR business data from the Danish Central Business Register (Det Centrale Virksomhedsregister)	Contact lookup (CPR and CVR) module
Create agenda items from WorkZone add them to a meeting agenda in FirstAgenda Management	Agenda Management module
View cases and documents from WorkZone Archive Import documents from WorkZone Archive to WorkZone	WorkZone Archive