WorkSite

The WorkSite tab is used to view all document profiles in the WorkSite document management system for a matter. You can launch into the documents with the View button. This tab was designed to work with and requires WorkSite 7.5 from Interwoven.

Key features include:

The ability to view any standard field in the WorkSite document profile directly in the LawManager tab.
A View button to launch into documents.
Full support for combined LawManager and WorkSite document profile searches, including full-text search.
The ability to include WorkSite document profile fields in a Notebook Report.
Pop-up notepad fields for the document description, comments, and checkout comments.

The WorkSite tab is accessed by clicking on the tab in the binder section of the following notebooks: Matters, Litigation, Contracts, Matter Financials, Investigations. The WorkSite tab displays in tabular view as described below.

WorkSite Tab Field Definitions

Field	Description	Required (Y/N)
View	Allows you to launch the profiled document.	Y
Description	A description of the document. To enter or view the contents of the note without scrolling, users can click . The Memo dialog box will display.	Y
URL	Allows you to launch the profiled document.	N
Author	The author of the document.	N
Class	The document class (e.g., DOC, MEMO,TEXT, etc.).	N
SubClass	The designated subclass of the document (e.g., if the class = Document, the subclass might be Microsoft Word.).	N
Operator	The person who checked the document into the document management system.	N
Type	The document type (e.g., Word, Excel, PowerPoint, etc.).	N
Number	The WorkSite document number.	N
Name	The WorkSite document name.
Checked Out	Indicates whether or not the document is currently checked out. To enter or view the contents of the note without scrolling, users can click to display the Memo dialog box.	N
Full Text	Allows the entry of full-text search criteria.	N
URL	The URL for the profiled document.	N

Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.