Introduction to a workspace

A workspace is a container for a set of documents, only accessible to the members of the workspace. The workspace’s configuration will define which metadata columns to show in the document list and which document filters to present on the workspace.

When you open a workspace it will look something like this (you will most likely have other names on the columns and filters, as defined by your organization).

The workspace has 4 main areas: top bar, tabs, results, filters, toolbar.

Top bar

Here you find these elements, from left to right:

Tab bar

By default, you will be in the Documents tab of the workspace. There is also a second tab Tasks, if you have pending tasks related to any document in the workspace.

Results

The main zone presenting a list of documents.

You only see documents that you have permission to.

The documents are initially sorted on when they were modified, showing the latest modified documents on the top of the list. You can however change the sorting by clicking on any of the list’s column headers.

Clicking on a document’s metadata values will filter the documents on the metadata value.

Selecting a document will show the document’s functions in the toolbar.

Above the document list you have a search box that allows you to search for documents or search for a tag to filter the documents on.

Filter menu

The left zone, showing filters that you can open and select to filter the results on the value. The filter menu will show all possible

Toolbar

Before selecting any documents in the list, you will see these 3 functions:

After having selected one or more documents, you will see these functions:

On the far right you will always have these functions, regardless of selection:

  • Number of selected documents, with the option to deselect them
  • Sorting menu
  • Toggle visiblity of the filter menu and top bar