Working with the Business Workplace 

Use

You can start workflows and edit work items as well as create, edit and send documents and messages in the Business Workplace.

Features

The following screen areas are available in the Business Workplace:

Folders

The folders of your Business Workplace are displayed here in a tree structure. By clicking on a folder you call the contents of that folder.

Contents list

A list is displayed here of all the documents, distribution lists, folders and objects contained in the folder that you have selected in the folder tree. By clicking once you call the preview of a list entry, by double-clicking you branch to the full screen display of this list entry.

Preview

The list entry that is selected in the folder contents list is displayed here, provided that the entry supports the preview. Further functions are available in the work item preview. If necessary, you can hide the preview.

Activities

The initial screen of the Business Workplace provides the following functions:

Function

Description

Create and send new messages

Choose New Message.

Proceed as described in Sending a Short Message.

Find folder

Choose Find folder.

The dialog box for folder selection is displayed.

Find Document

Choose Find document.

The dialog box for the document search is displayed.

Maintain appointment calendar

Choose Appointment Calendar.

Your appointment calendar is opened in a new session.

Display employee calendar
  1. Choose Environment ® Employee calendar
  2. In the subsequent dialog box, enter the name of an employee.
  3. Choose .

The appointment calendar of the employee is displayed in a new session. Provided that you have authorization, you can also maintain the employee calendar.

Display employee address with detailed data
  1. Choose Environment ® Display personal data
  2. In the subsequent screen, enter search criteria for the required user, for example, the name or department.

    3. A generic entry with * as the joker for a character string (e.g. B*ker) is permitted for the name.

  3. Choose .

A list of all the users who fulfill the search criteria is displayed.

Find and display external addresses

Choose Environment --> External contact persons or External companies or External directory service.

A search screen in which you can search for addresses is displayed.

Maintain office settings

Choose Settings --> Office settings.

A dialog box is displayed in which your private office settings are arranged according to subject areas on tab pages.

Save or do not save Workplace display when exiting

If you want your Workplace to appear with the same settings (for example, the way the folder tree is expanded, which folders are displayed) the next time you call it, you have to save these settings when you exit. You can also switch off this function.

In order to switch between saving and not saving, choose Settings --> Save when exiting or Do not save when exiting.

Only the executable menu option is displayed each time.

Hide or show document preview

Choose Settings --> Hide preview or Show preview.

Only the executable menu option is displayed each time.

Further functions are available in the screen areas Folders and Folder contents list. For further information, see Business Workplace: Workflow Functions and Send, Folder and Office Functions.

Calling the Business Workplace

Menu Path

Description

Office ® Workplace

It is preset that the workplace is displayed in the same way as it was when you last left it. This does not apply to the way the folder contents list is sorted.

If you have specified that the Business Workplace display is not to be saved, the Workplace is always displayed as it was when this function was called.