Document Actions
6.
Searching and My Workspace
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The Search and My Workspace dialogs may be used to locate an Engagement, either to save a client file to (when launched from the Save to OpenEngagement dialog(, or to open a client file from (when launched from the Open from OpenEngagement dialog). The user may use these dialogs to query the DMS for a list of Engagements. The results are then shown in a table, which is the same in both dialogs, other than the table in the My Workspace dialog may have an additional column for the role. The results may be sorted by any column in ascending or descending order. Clicking on a column's heading will sort the column in ascending order; clicking again will sort it in descending order. As well, a Sort button is available, which sorts the results first by the left-most column, then by the next left-most and so on.
When accessing the dialogs from the Open From OpenEngagement dialog, they will behave similarly to that dialog; they have Sign Out and Readonly buttons, and allow users to specify the download directory.
When accessing the dialogs from the Save To OpenEngagement dialog, they will behave similarly that dialog; they have a Save button, and allow users to specify the title and if the Engagement should remain signed-out.
In the Search dialog, the Search Text field specifies text to be searched for in the Engagements' titles, keywords and descriptions. The other fields are self explanatory.
The My Workspace dialog has the same purpose in the Go-Between as in the web browser interface. Users will generally use this after completing one engagement in order to find the next engagement they should work on. It lists the engagements they should prepare, review and manage, as well as those they have permission to read. For most users, this will be the most common means to locate Engagements within the DMS.