Top-Level Folders

Workzone allows you to create as many folders and sub-folders as you need to best organize your work. Workzone provides a default set of top-level folders as placeholders available for editing. The top-level folders can be modified by an Administrator, as explained here under Settings.

You can also create your own template for top-level folders and sub-folders, and reuse this template when you create new workspaces. This feature needs to be enabled by an Administrator under Settings for ALL WORKSPACES under Global Settings – Features to display. Scroll to the bottom of the page and click the checkbox next to Inherit Folder Structure.

Select a workspace from the workspaces drop-down menu at the top left of the page. Click the Documents link at the top of the page. To the left, you’ll be presented with a list of top-level folders into which you can place work. Below is a description of each of these folders and their common use.

Top-level folders can be added, renamed, and deleted by hovering the cursor over a top-level folder on the left and clicking on the More icon (3 stacked dots) that appears to the right. Reordering folders is possible using traditional drag and drop functionality.

Sample Folders

Generically named sample folders are designed to be renamed/repurposed by hovering over the folder and using the More icon (3 stacked dots) that appears to the right). Click Rename from the drop-down menu.

Screening Rooms

Screening Rooms allow people outside of the normal working group to view documents and to provide feedback. Screening rooms stay open for a specific duration that you set, creating a sense of urgency to the viewer to provide feedback on a timely basis. To learn more about Screening Rooms, click here.

Note: Screening Rooms aren’t visible in Documents until initially established in Settings.

Reviewer Uploads

This folder is for documents that Reviewer users upload, allowing collaboration between them and your team. The Reviewer upload folder (or whatever name you choose to give it) has special properties that allow Reviewers, Managers and Administrators to collaborate as equals, uploading, editing and deleting anything in the folder. In all other folders, Reviewers cannot upload, edit or delete files.

Partners

The Partners section of Workzone allows your business partners to load content into a workspace. Based on how you have set up a specific Partner, the material they post can either be visible directly by the Reviewer, or require your approval prior to Reviewer viewing. The Partners section also allows your company and the Partner to share documents in a way that is not viewable by the Reviewer.