Workspace Overview - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/Collaboration/Foundation-23.1/Collaboration/Usage-Client/Usage-Client-Overview/Workspace-Overview - 2025-04-01

Collaboration

Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Premier
Standard

Workspaces can be accessed in the My Workspaces window in the OnBase Client. The My Workspaces window contains all available workspaces the user can access.

The following table describes the components of the My Workspaces window.

Section Name

Description

A | My Workspaces pane

Contains all created workspaces that can be viewed by a user. The My Workspaces pane is organized by the templates from which they were created. Documents not created with a template are listed under Ad Hoc Workspaces.

B | Workspace Information pane

Contains information about the selected workspace including the workspace name, description, creation date, owner, and its members.

C | Workspace toolbar

Contains options for the selected workspace, such as creating a new workspace or modifying workspace options.

D | Object pane

Contains all objects added to a workspace including discussion threads and documents.

E | Object viewer

Displays object information such as a document, WorkView object, or discussion thread.

The following table describes the buttons available in the workspace toolbar:

Button Name

Description

Workspace Options

Configure options for the workspace including workspace rights, user membership, and workspace details. For more information on creating a workspace, see Configuring Workspace Options.

User Options

Configure notification options for the logged in user. For more information on these notification options, see Configuring User Options.

Remove From Workspace

Remove a document from a workspace.

Create New Discussion

Add a new discussion thread to the workspace. For more information on adding a new discussion thread, see Adding a New Discussion Thread.

Refresh

Refresh the workspace to see newly imported documents or new discussion threads.