Working with Workspaces

A workspace is a container you can create to hold references to various DM items such as documents, folders, and Quick Searches, as well as URLs. Workspaces give you flexibility in organizing DM items to fit your needs.

Note

Note:
Workspaces are user-specific, but you can share your workspace with others.

Click the Workspaces filter view to see all of your workspaces. From the filter view you can do the following:

Delete workspaces.
View the contents of workspaces.
Edit and manage workspace profiles. For details, see Working with the Profile Form.
Add documents, folders, quick searches, and URLs.
See the history of operations performed on documents. For details, see Viewing Document History.
See where workspaces are used. For details, see Determining Where an Item Is Used.
Search workspaces.

Top of page