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The workspace is the arrangement of panes and features on the Documents page. The workspace appears when you open the Documents page after you run a search or browse a document collection.
The name of each workspace indicates the panes that appear in the workspace. The default workspace A displays the Browse pane, List pane, View pane, and Code pane in columns, as shown in the following figure. The panes in additional default workspaces are arranged based on common document review and coding tasks.
To change the workspace, click the arrow below the workspace buttons, and then select a workspace.
To resize a pane on the workspace, drag its border to adjust the height or width. Depending on the width of the pane, the pane name may collapse into a menu. In the View pane, the buttons to select a different view option also collapse into a menu.
You can edit any workspace, or create a custom workspace for a specific coding or review workflow.
If your case administrator has created a custom workspace for your user group, the group workspace appears instead of the Ringtail default workspace. You can customize the group workspace, or reset it to the group defaults or Ringtail defaults at any time. For information about how to reset the workspace, see Reset a workspace. For information about how to set a group workspace, see Set a group workspace.
If you frequently use a particular workspace configuration, you can pin the workspace to the toolbar so that it is easy to access the workspace.
For example, you can pin a workspace that includes two View panes to the toolbar, to see two different views of the same document.
Use the following procedure to pin a workspace to the toolbar.
1.On the Documents page toolbar, click the arrow below the workspace buttons.
2.To unpin one of the default workspaces, click the Unpin button next to the workspace name.
Note: You can pin up to three workspaces, as A, B, and C.
3.To pin a workspace to the toolbar, click the Pin button next to the workspace name.
Use the following procedure to create a workspace.
1.On the Documents page toolbar, click the arrow below the workspace buttons.
2.Click Add new workspace.
The Edit workspace dialog box appears. The gray boxes show a preview of the panes on the workspace.
3.Type a name for the new workspace.
4.For each pane, open the menu and select the feature that you want to include in the pane.
5.To add an additional pane to the workspace, click Add another pane. Then, select a feature to include in the pane. You can include up to five panes in each workspace.
6.To adjust the arrangement of panes, click a layout button.
7.When you are finished configuring the workspace, click Save.
You can change the panes that are included in a workspace, adjust the layout of panes, or rename a workspace.
Use the following procedure to edit a workspace.
1.On the Documents page toolbar, click the arrow below the workspace buttons.
2.Select from the following:
oTo edit the current workspace, click Edit current workspace.
oTo edit any other workspace, hover over the workspace name and then click the Edit Workspace button.
3.To change the feature that appears in a pane, select a feature from the menu.
4.To add an additional pane to the workspace, click Add another pane. Then, select a feature to include in the pane. You can include up to five panes in each workspace.
5.To remove a pane from the workspace, click the Remove this pane button (X).
6.To adjust the arrangement of panes, click a layout button.
7.To rename the workspace, type a name in the box.
8.Click Save.
Use the following procedure to delete a workspace.
1.On the Documents page toolbar, click the arrow below the workspace buttons.
2.Click the Edit Workspace button.
Note: You cannot delete the active workspace. If you want to delete the active workspace, first switch to a different workspace, and then delete the original workspace.
3.Click Delete, and then click Yes to confirm.
You can reset a customized workspace back to the default Ringtail workspace, or to the group workspace that is set by your case administrator.
Use the following procedure to reset a workspace.
1.On any page in the case, click the user name menu, and then point to User settings.
2.Do one of the following:
oTo reset to the group workspace, select Reset to group default.
oTo reset to the default Ringtail workspace, select Reset to Ringtail default.
3.Click OK to confirm.
Case administrators can set a default workspace for a user group. When users access the Documents page, the group workspace appears instead of the Ringtail default workspace.
Use the following procedure to set a group workspace.
1.On the Documents page, customize the workspace, as needed.
2.On the navigation bar, click your user name, point to User settings, and then click Set for groups.
3.Select the user group for the workspace, and then click Save.
For more information about managing groups and their members, see Create and manage groups.
