Open a document or case in WorkZone Client

WorkZone Client provides a broader list of actions on changing the case and document details. For example, you can define access codes or move a document to a different case. To open cases and documents in WorkZone Client:

  1. Go to the Home tab of Word, Excel, or PowerPoint and click WorkZone in the main ribbon. The document registration pane opens.
  2. To open the document in WorkZone Client, select Go to...>Document in WZ Client on the WorkZone pane.
    To open the case on which the document is saved, select Go to...>Case in WZ Client.