Summary
So to summarise, whenever you add new information to the Shared Workspace you must....
- Add file
- If it is a letter or database save the new document to an area on your computer.
- Navigate to the area you wish to add the information to.
- Select the add file button.
- Browse your computer, open the document then select OK to save it.
- Alert
- Ensure you are viewing the area you have just added the information to.
- Select the alert tool button (paper aeroplane).
- Choose which members the alert should be sent to.
- Select OK to send the alert.
- Edit
- Select the correct record.
- Select the edit button.
- Change the next action field.
- Change the response required field.
- Select OK to update the record.
The next section, Viewing files, deals with viewing files in the Shared Workspace.
