Working with the Business Workplace

Use

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

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 content 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 appears.

Find Document

Choose Find Document.

The dialog box for the document search appears.

Maintain appointment calendar

Choose Appointment Calendar.

Your appointment calendar is opened in a new session.

Display employee calendar

  1. Choose Start of the navigation pathEnvironment Next navigation step Employee CalendarEnd of the navigation path.

  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 Start of the navigation pathEnvironment Next navigation step Display Personal DataEnd of the navigation path.

  2. In the subsequent screen, enter search criteria for the required user, for example, the name or department.

    You can Generic entry with * as the wildcard for a character string (such as 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 Start of the navigation pathEnvironment Next navigation step External Contact Persons, External CompaniesEnd of the navigation path, or External Directory Service.

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

Maintain office settings

Choose Start of the navigation pathSettings Next navigation step Office SettingsEnd of the navigation path.

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.

To switch between saving and not saving, choose Start of the navigation pathSettings Next navigation step Save When ExitingEnd of the navigation path or Do Not Save When Exiting.

Only the executable menu option is displayed each time.

Hide or show document preview

Choose Start of the navigation pathSettings Next navigation step Hide PreviewEnd of the navigation path or Show Preview.

Only the executable menu option is displayed each time.

Further functions are available in the send screens Folders and Folder contents list. For more information, see Business Workplace: Workflow Functions and Send, Folder, and Office Functions.

Calling the Business Workplace

Menu path

Description

Start of the navigation pathOffice Next navigation step WorkplaceEnd of the navigation path

Under the default settings, 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 content 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.