Working with Documents

Use

During the working day a lot of subject matter is recorded in writing. It is important to store the recordings efficiently, to ensure fast access to the right information. For this purpose, the Business Workplace provides a document folder system that users can use to organize and further process the documents that have been sent to them and the documents that they themselves have created.

Integration

You can change the default setting for working with documents in your private office settings.

When you send a document from your private folder area internally, the storage location of the document in the database does not change. Therefore, the recipient does not receive a copy of the document that is stored in your inbox or in one of your private folders, but rather a link to the same document. Changes that you or a recipient make to the document can therefore be seen by all the users who have a link to the document, in other words, the users who have created the document or received it. If you delete the document, it remains in the folders of these other users.

In contrast, only copies can be sent from shared folders. In this case, the recipient receives a new execution of the same document.

Features

In the Business Workplace you can process various document classes. You can create documents, as well as display and change them. The Business Workplace offers a wide range of functions that you can use to edit documents. You can also move documents between folders.

For more information on how to send and reply to documents, see Sending.