Creating a Workspace with a Template - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Collaboration
Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Standard
Premier

You can create a workspace to combine discussions, documents, or WorkView objects from multiple team members into one space. You can create a workspace with a pre-configured template. When you create a workspace, you are automatically the administrator of that workspace.

To create a workspace using a template:

  1. Select User | Collaboration | Collaboration Workspaces. The My Workspaces window is displayed.
  2. Click the Create New Workspace button.
  3. Select a template from which to create the workspace.
    Note:

    Although the templates have pre-configured options, as the owner of the workspace, you can change these configurations as needed.

    The Inherit Template Settings dialog box is displayed.

  4. Select all default settings from the template that you want your workspace to inherit.
    Note:

    You can individually add or remove settings after the inherit settings are selected.

    The following are the available options:

    Inherit Setting

    Description

    Inherit Users

    Allows users with access to the template workspace access to this workspace.

    Inherit Default Thread Rights

    Enables options for specific rights regarding discussion threads. This includes reading, replying, and posting new discussion threads in the workspace.

    Inherit Default Document Rights

    Enables options to specific actions a user can take with documents in a workspace. This includes adding, viewing, removing, and modifying documents.

    Inherit Default Workspace Rights

    Enables the option to allow new members of the workspace to have administrator rights.

    Inherit Default Workspace Options

    Enables options for specific notifications emailed to users.

    Inherit Default WorkView Rights

    Enables options for specific rights regarding WorkView objects. This includes adding, viewing, and removing WorkView objects in the workspace.

    Note:

    You must be licensed for WorkView to use WorkView objects in Collaboration. See the WorkView documentation for details on WorkView objects.
    Note:

    Once a workspace is created, any default settings can be updated from within the workspace from the Workspace Options button. For more information on updating settings from a created workspace, see Configuring Workspace Options.

  5. Click OK. The Create a Workspace dialog box is displayed.
  6. Click the Settings tab. The Name, Description, and Welcome Message fields are displayed and entered according to the template you selected.
  7. Edit the name of the workspace in the Name field as needed.
  8. Edit the description of the workspace in the Description field as needed.
  9. Edit the welcome message for the workspace in the Welcome Message field as needed.
  10. Select User Membership Notification to notify new users that they were invited to the workspace.
  11. Select Add all Documents to Notification to attach all workspace documents to the notification email.
  12. Click the Default User Settings tab. A list of options for member rights in the workspace are displayed.
  13. Select the appropriate rights for the members of this workspace. Any rights selected here are applied to all members of the workspace.
    Note:

    You can edit rights for individual members under the Workspace Users tab.

    For more information on workspace member rights, see the following sections:

  14. Click the Workspace Users tab. A list of available users to add as members to the workspace is displayed.
  15. Select any users you want to add to the workspace from the Available Users list.
  16. Click the Add button. The users are now moved to the Selected Users list.
  17. Select a user from the Selected Users list and click the Rights button. The Collaboration Rights dialog box for the user is displayed.
  18. Select or deselect any rights that the selected user should have or not have.
  19. Click Save.
  20. With the user still selected, click the Options button. The Collaboration User Options dialog box is displayed.
  21. Select or deselect any notification options for the selected user.
  22. Click Save.
  23. Click the Attributes tab. All configured attributes for the workspace are displayed.
  24. Enter a useful attribute value for all listed attributes. Attribute values can be searched when searching and retrieving workspaces. For more information on workspace retrieval, see Using Workspace Retrieval to Find a Workspace.
  25. Click Save. Your workspace is created and added to the My Workspaces pane.