Ribbons

Select a case category and create new case.

A case may include documents, involved people (parties), meetings, notes, and other related information.

Note: Companies can create predefined templates for cases. Templates for cases are available in the drop-down list under the Case button. Contact your administrator to learn about the purpose of each template.

Add a new contact to the system.

When you create a new contact, you can specify information such as name and address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. By default, a new document is assigned to your desktop case. If you create a new document from a case detail page, the new document will be assigned to this case.

Create a document that only contains meta data, such as title and case handler. This document does not contain an actual file and it can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Start a new search. When you select an item in the drop-down list, a new search page opens in a new tab. This page provides all the relevant meta data parameters for an advanced search.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Reload the information on the current page.

Note: The Refresh button on the detail tab reloads only the detail list.

Open a case as a folder in WorkZone Explorer and see the contents of a case.

Change the following meta data on a case:

• Category: Change the case category of the active case. Select the new category from the list. The list doesn't contain the current case category.
• Case group: Change the Case group of the active case. You can also change the child case group if a child case group has been defined for the case group.
• Primary party: Change the primary party of the active case. You cannot remove a primary party from the case, leaving the Primary party field empty. The primary party option is only accessible if the current case contains a primary party.

See Also

Change a case category.

Change case group and child case group

Add or change the primary party

Save your changes to a case.

Cancel your unsaved changes to a case.

Add information about a case. See Working with notes.

Mass edit one or more fields on selected cases. Select the cases to be edited and then select the fields to be edited in the drop-down list under the button.

You can only edit case meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.

This button is only displayed when working with cases in a list.

Open the Excel document that contains the selected list.

Open the selected list in a new tab.

Open a preview pane with information, such as documents and parties, for the selected case.

Tip: Click to add or remove panes on the preview pane.

Open a drop-down list with the following options:

Get quick access to the selected case in the Favorite cases list.

Remove the selected case from the Favorite cases list.

Add the selected case to Reading list cases in order to view it later. When you add an item to a reading list, it appears in bold in all the lists where it is included.

Remove the selected case from Reading list cases.

Add the selected case to the Followed cases list. If other employees make changes to a case that you follow, this case will appear on your Changed cases list. See Working with followed items.

Stop following changes made to a selected document.

Open a drop-down list with the following options:

Send selected cases by e-mail.

This option will not be displayed if WorkZone for Office is not installed on the server.

Add web links to the documents.

Copy the title and the web link of the selected cases to the clipboard. You can then paste this information in the desired place.

Start a new process based on a selected case. Read more about process features and types of processes in Working with processes.

Start a new case activity on the case. If a case activity already exists, click the button to open and view its tasks. The counter icon on the button indicates number of active tasks.

Create a copy of a selected case.

Move the selected cases to the recycle bin, marking them for deletion. You can restore the cases if you have sent them to the recycle bin by mistake.

Note: You cannot move the case to the recycle bin if the case contains documents, document references, or case references. Recycle the documents first in order to recycle the case.

Make the case available again. This action cancels its deletion into the recycle bin.

Delete the case permanently.

Note: You cannot permanently delete the case if the case contains documents. You must delete all documents before deleting the case.

Create a PDF file that contains information about the current case. In the dialog box, you can select information to be included in the PDF file.

Close the case. Once the case is closed, it cannot be edited. To find the closed case, click New search > Case and enter search criteria. The closed case can be reopened.

Reopen the case. A reopened case works in the same way as a regular case.

Note: This button is only available for closed cases.

Open a drop-down list with the following options:

Generate a PDF file that contains a classification scheme for the existing case groups.

Generate a PDF file that includes meta data, parties, and documents on the selected case.

Manage configurations and actor sequences.

With a configuration you can customize the WorkZone Client web interface according to a user's needs. Actor sequences help simplify the creation of processes.

Cancel your custom configuration and reapply the default configuration.

Apply another user's configuration for WorkZone Client. In the Import from field, select a user or a unit whose configuration you want to apply.

Manage the configuration for other users, units, or the whole organization. See Distribute the WorkZone Client configuration.

Note: This button is only available for users who have the CONFIGADM access code.

Define the configuration that you want to distribute. When you click this button, WorkZone Client restarts with the default configuration. You can customize the configuration or import an existing configuration.

Quit the Prepare for distribution mode and revert to your original configuration.

Apply a configuration to specific users, units, or the whole organization.

If you have previously applied a custom configuration to users, units, or an organization, you can select this option to remove it from their instance of WorkZone Client.

Save WorkZone Client configurations of all users, units, and an organization to a single JSON file. This functionality increases reliability of the system and enables administrators to apply configurations to multiple users with a single mouse click.

Note: This button is only available for users who have the CONFIGADM access code.

Apply configurations saved to a JSON file to users, units, and to an organization .

Save configurations of all users, units, and an organization to a JSON file.

Define the order in which contacts should participate in a process. In this section, you can manage the actor sequences. See Work with actor sequences.

See a list of available actor sequences.

Create a new actor sequence.

Open the WorkZone meeting detail tab page.

This button is only displayed on meeting cases.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.

Create a new case.

A case may include documents, involved people (parties), meetings, notes, and other related information.

Note: Companies can create predefined templates for cases. Templates for cases are available in the drop-down list under the Case button. Please contact your administrator to learn about the purpose of each template.

Add a new contact to the system.

When you create a new contact, you can specify information such as name and address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. By default, a new document is assigned to your desktop case. If you create a new document from a case detail page, the new document will be assigned to this case.

Create a document that only contains meta data, such as title and case. This document does not contain an actual file and it can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Start a new search. When you select an item on the drop-down list, a new search page opens in a new tab. This page provides all the relevant meta data parameters for an advanced search.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Start a Quick Search for a case, document or contact.

For more information, see Quick Search

Open the Go to Cases form where you can do a Quick Search for a case.

You can also press CTRL+G and then F to open the Go to Cases form.

Open the Go to Cases form where you can do a Quick Search for a document.

You can also press CTRL+G and then D to open the Go to Documents form.

Open the Go to Cases form where you can do a Quick Search for a contact.

You can also press CTRL+G and then C to open the Go to Contacts form.

Save your changes to a document.

Cancel your unsaved changes to a document.

Reload the information on the current page.

The Refresh button on the detail ribbon reloads only the detail list.

Assign the Archived state to the current document. Find a more detailed description of the Archived state in Edit document state.

Mass edit one or more fields on selected documents. Select the documents to be edited and then select the fields to be edited in the drop-down list under the button.

You can only edit document meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.

This button is only displayed when working with documents in a list.

Open the selected list in a new tab.

Open the drop-down list, which contains the following options:

Allow other employees to view, edit, and delete your personal draft document.

Assign the Locked state to the current document. Find a more detailed description of the Locked state in Edit document state.

Open a preview pane with information, such as PDF version, parties and supplementary documents, for the selected document.

Tip: Click to add or remove panes on the preview pane.

Add accompanying information about a document. For more information, see Working with notes.

Open a selected document in the application that corresponds to the format of the document.

Open a drop-down list with the following options:

Get quick access to the selected document in the Favorite documents list.

Remove the selected document from the Favorite documents list.

Add the selected document to Reading list documents in order to view it later. When you add a document to a reading list, it appears in bold in all the lists where it is included.

Remove the selected document from Reading list documents.

Add documents to the Followed documents list. If other employees change a document that you follow, you will see it in the Changed documents list. See Working with followed items.

Stop following changes made to a selected document.

Disable draft versioning for the active document.

If Disable versioning is inaccessible, draft versioning has been disabled globally or you might not have sufficient rights to access to the document.

Enable draft versioning for the active document.

If Enable versioning is inaccessible, draft versioning has been disabled globally or you might not have sufficient rights to access to the document.

Open a drop-down list which contains the following options:

Send selected documents by e-mail in one of the following ways:

Add web links to the documents.

This option will not be displayed if WorkZone for Office is not installed on the server.

Add documents as attachment.

This option will not be displayed if WorkZone for Office is not installed on the server.

Add a PDF version of a document as an attachment. This option is only enabled if a PDF version has been generated.

This option will not be displayed if WorkZone for Office is not installed on the server.

Copy the title, related case, and the web link of the selected documents to the clipboard. You can then paste this information in the desired place.

Start a new process from the current document. The process will be based on the case that the document belongs to. Read more about WorkZone Process in Working with processes.

Open the case of the selected document in a new tab.

Open the main document of the current document in a new tab.

Note: This button is available only for supplementary documents.

Open the Excel document that contains the selected list.

Delete the document permanently.

Note: You cannot permanently delete the document if the document contains supplementary documents. You must delete all supplementary documents before deleting the document.

Generate a standard report as a PDF.

Reports are only available for the main documents.

Generate a Power BI report.

Microsoft Power BI must be installed in order to use the generate Power BI reports.

Generate a PDF file that contains a classification scheme for the existing case groups.

Open a drop-down list, which contains the following options:

Reassign a selected document to another case.

Reassign a selected supplementary document to another main document.

Select a supplementary document and click this option to make it a main document.

Select a main document, and click this option to make it a supplementary document. A dialog box opens where you can select a new main document for this document.

Start a new process from the current document. The process will be based on the case that the document belongs to. Read more about WorkZone Process in Working with processes.

Copy a selected document. In the Copy document dialog box, you can select a different case for the document that you copy.

Create a PDF version of the selected document.

If this option is inaccessible, a PDF version of the document already exists.

Create a new document as a reply to the selected document. The sender of the original document becomes the recipient, and the case information is inserted automatically. The new document receives the Outgoing type.

Move the document to the recycle bin. You can restore it later if needed.

Note: You cannot move the document to the recycle bin if it has supplementary documents, document references, or case references..

Restores document from the recycle bin and makes it available again.

Moves the document from the recycle bin and makes the document available again on the original case.

If the document and the case both were deleted, this option moves the document and the case from the recycle bin and makes the document and the case available again.

Moves the document from the recycle bin and makes the document available again on the original case.

The Move and restore documents form is opened and you can assign a new case to the restored document.

Disable retention of previous versions of the current document.

Enable retention of previous versions of the current document.

Performs a check-in of the document into WorkZone Content Server.

Enables a user to unlock and perform a forced check-in of the document. Any existing changes made to the document will be lost.

The button can be when a document has been checked out and no lock token exists in the WorkZone Content Server, leaving the document in a permanent locked state.

The Check in button is only displayed if the document is currently checked out and there is no registered lock on the document.

Use Settings to manage configurations and actor sequences.

Configuration helps customize WorkZone Client web interface according to a user's needs. Actor sequences are used to simplify the creation of processes.

Cancel your custom configuration and apply the default configuration.

Apply another user's configuration for WorkZone Client. In the Import from field, select a user or a unit whose configuration you want to apply.

Manage the configuration for other users, units, or an organization. See Distribute the WorkZone Client configuration.

Note: This button is only available for users who have the CONFIGADM access code.

Define the configuration that you want to distribute. When you click this button, WorkZone Client restarts with the default configuration. You can customize the configuration or import an existing configuration.

Quit the Prepare for distribution mode and revert to your original configuration.

Apply a configuration to specific users, units, or the whole organization.

If you have previously applied a custom configuration to users, units, or an organization, you can select this option to remove it from their instance of WorkZone Client.

Save configurations of all users, units, and an organization to a single JSON file. This functionality increases reliability of the system and enables administrators to apply configurations to multiple users with a single mouse click.

Note: This button is only available for users who have the CONFIGADM access code.

Apply configurations saved to a JSON file to users, units, and to an organization.

Save configurations of all users, units, and an organization to a JSON file.

Define the order in which contacts should participate in a process. In this section, you can manage the actor sequences. See Work with actor sequences.

See a list of available actor sequences.

Create a new actor sequence.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.

Create a new case.

A case may include documents, involved people (parties), meetings, notes, and other related information.

Note: Companies can create predefined templates for cases. Templates for cases are available in the drop-down list under the Case button. Contact your administrator to learn about the purpose of each template.

Add a new contact to the system.

When you create a new contact, you can specify information such as a name and an address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. By default, a new document is assigned to your desktop case. If you create a new document from a case detail page, then the new document is assigned to this case.

Create a document that only contains meta data, such as title and case handler. This document does not contain an actual file and it can only be opened in WorkZone Client.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Start a new search. When you select an item in the drop-down list, a new search page opens in a new tab. This page provides all the relevant meta data parameters for an advanced search.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Save your changes to a contact.

Cancel your unsaved changes to a contact.

Reload the information on the current page.

Note: The Refresh button on the detail ribbon reloads only the detail list.

Open the Excel document that contains the selected list.

Mass edit one or more fields on selected contacts. Select the contacts to be edited and then select the fields to be edited in the drop-down list under the button.

You can only edit contact meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.

This button is only displayed when working with contacts in a list.

Add accompanying information about a contact. See Working with notes.

Open the selected list in a new tab.

Open a preview pane with information, such as addresses and contact references, for the selected document.

Tip: Click to add or remove panes on the preview pane.

Open a drop-down list which contains the following options:

Get quick access to the selected contact in the Favorite contacts list.

Remove the selected contact from the Favorite contacts list.

Add the selected contact to Reading list contacts in order to view it later. When you add a contact to a reading list, it appears in bold in all the lists where it is included.

Remove the selected contact from Reading list contacts.

Add contacts to the Followed contacts list. If other employees change a contact that you follow, you will see it in the Changed contacts list. See Working with followed items.

Stop following changes made to a selected contact.

Open a drop-down list, which contains the following options:

Delete the active contact.

Important: Contacts are permanently deleted immediately and cannot be restored.

For more information, see Delete a contact

Copy the name and the web link of the selected contacts to the clipboard. Then you can paste this information in the desired place.

Manage configurations and actor sequences.

With a configuration, you can customize the WorkZone Client web interface according to a user's needs. Actor sequences help simplify the creation of processes.

Cancel your custom configuration and apply the default configuration.

Apply another user's configuration for WorkZone Client. In the Import from field, select a user or a unit whose configuration you want to apply.

Manage the configuration for other users, units, or for the whole organization. See Distribute the WorkZone Client configuration.

Note: This button is only available for users who have the CONFIGADM access code.

Define the configuration that you want to distribute. When you click this button, WorkZone Client restarts with the default configuration. You can customize the configuration or import an existing configuration.

Quit the Prepare for distribution mode and revert to your original configuration.

Apply a configuration to specific users, units, or the whole organization.

If you have previously applied a custom configuration to users, units, or an organization, you can select this option to remove it from their instance of WorkZone Client.

Save configurations of all users, units, and an organization to a single JSON file. This functionality increases reliability of the system and enables administrators to apply configurations to multiple users with a single mouse click.

Note: This button is only available for users who have the CONFIGADM access code.

Apply configurations saved to a JSON file to users, units, and to an organization.

Save configurations of all users, units, and an organization to a JSON file.

Define the order in which contacts should participate in a process. In this section, you can manage the actor sequences. See Work with actor sequences.

See a list of available actor sequences.

Create a new actor sequence.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.

Add relations to an existing party. You can then view all party relations and their roles from any party list.

Set the selected address to be the default address for a contact.

Create a new case.

A case may include documents, involved people (parties), meetings, notes, and other related information.

Note: Companies can create predefined templates for cases. Templates for cases are available in the drop-down list under the Case button. Contact your administrator to learn about the purpose of each template.

Add a new contact to the system.

When you create a new contact, you can specify information such as name and address. Contacts can be used as parties on cases, attendees in meetings etc.

Create a new Word document with meta data.

Create a new document. A new document is assigned to your desktop case by default. If you create a new document from a case detail page, the new document will be assigned to this case.

Create a document that only contains meta data, such as title and case handler. This document does not contain an actual file and it can be opened in WorkZone Client only.

Create a document by uploading a file from your local disk. The new document will contain meta data and an actual file.

Import a document from another WorkZone database.

Create a new Excel document with meta data.

Create a new PowerPoint document with meta data.

Start a new search. When you select an item in the drop-down list, a new search page opens on a new tab. This page provides all the relevant meta data parameters for an advanced search.

Search for a case.

Search for a document.

Search for a contact.

Search for a meeting.

Opens the Dashboard setup dialog box.

Reload the information on the current page.

Note: The Refresh button on the detail tab reloads only the detail list.

Open the selected list in a new tab.

Mass edit one or more fields on selected items. Select the items to be edited and then select the fields to be edited in the drop-down list under the button.

You can only edit item meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.

This button is only displayed when working with items in a list.

Open the Excel document that contains the selected list.

Delete the selected list.

Open a drop-down list with the following options:

Generate a PDF file that contains a classification scheme for the existing case groups.

Start receiving notifications about the changes in a selected list by e-mail. Select the frequency for the e-mails in a drop-down list.

Note: You will only receive e-mails if a selected list has been updated.

Receive e-mails once per day.

Receive e-mails twice per day.

Receive e-mails once per week.

Stop subscribing to a selected list.

Share a saved search result list with other units and individual colleagues. You can select the units and colleagues in the Access code field in the Share search dialog box.

Copy the title and the web link of the selected items to the clipboard. You can then paste this information in the desired place.

Manage configurations and actor sequences.

With a configuration, you can customize the WorkZone Client web interface according to a user's needs. Actor sequences help simplify the creation of processes.

Cancel your custom configuration and reapply the default configuration.

Apply another user's configuration for WorkZone Client. In the Import from field, select a user or a unit whose configuration you want to apply.

Manage the configuration for other users, units, or for the whole organization. See Distribute the WorkZone Client configuration.

Note: This button is only available for users with administrative rights.

Define the configuration that you want to distribute. When you click this button, WorkZone Client restarts with the default configuration. You can customize the configuration or import an existing configuration.

Quit the Prepare for distribution mode and revert to your original configuration.

Apply a configuration to specific users, units, or to the whole organization.

If you have previously applied a custom configuration to users, units, or an organization, you can select this option to remove it from their instance of WorkZone Client.

Save WorkZone Client configurations of all users, units, and an organization to a single JSON file. This functionality increases reliability of the system and enables administrators to apply configurations to multiple users with a single mouse click.

Note: This button is only available for users with administrative rights.

Apply configurations saved to a JSON file to users, units, and an organization.

Save configurations of all users, units, and an organization to a JSON file.

Define the order in which contacts should participate in a process. In this section, you can manage the actor sequences. See Work with actor sequences.

See a list of available actor sequences.

Create a new actor sequence.

Open the online help for the current version of WorkZone Client.

Create a new reference. The reference depends on the active tab.

Create new information, an address, a date, or a reminder. The type of information depends on the active tab.