{"id":8640,"date":"2021-05-22T15:56:46","date_gmt":"2021-05-22T13:56:46","guid":{"rendered":"https:\/\/help.metashare.com\/?page_id=8640"},"modified":"2024-12-02T09:36:16","modified_gmt":"2024-12-02T08:36:16","slug":"introduction-to-a-workspace","status":"publish","type":"page","link":"https:\/\/staging-help.metashare.com\/en\/metashare\/usermanual\/introduction\/introduction-to-a-workspace\/","title":{"rendered":"Introduction to a workspace"},"content":{"rendered":"\n<div class=\"wp-block-group has-accent-2-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>A workspace is a container for a set of documents, only accessible to the members of the workspace. The workspace&#8217;s configuration will define which metadata columns to show in the document list and which document filters to present on the workspace.<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace-1024x576.png\" alt=\"\" class=\"wp-image-11566\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">When you&nbsp;<a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-open-a-workspace\/\">open a workspace<\/a>&nbsp;it will look something like this (you will most likely have other names on the columns and filters, as defined by your organization).<\/figcaption><\/figure>\n\n\n\n<p>The workspace has 4 main areas: top bar, tabs, results, filters, toolbar.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Top bar<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_header-1024x576.png\" alt=\"\" class=\"wp-image-11568\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_header-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_header-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_header-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_header.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Here you find these elements, from left to right:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Breadcrumbs, an outline of the navigation hierarchy: <br>The logo (linked to <a href=\"https:\/\/app.metashare.com\" target=\"_blank\" rel=\"noreferrer noopener\">Home<\/a>), <br>Workspaces (click to <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-reload-a-workspace\/\">reload the workspace<\/a>), <br>Current workspace&#8217;s name<br><img loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"65\" class=\"wp-image-11581\" style=\"width: 480px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_breadcrumbs.png\" alt=\"\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_breadcrumbs.png 867w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_breadcrumbs-300x41.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_breadcrumbs-768x105.png 768w\" sizes=\"auto, (max-width: 480px) 100vw, 480px\" \/><\/li>\n\n\n\n<li>Favorite toggle<br><img loading=\"lazy\" decoding=\"async\" width=\"39\" height=\"39\" class=\"wp-image-11417\" style=\"width: 39px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/star.png\" alt=\"\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/star.png 156w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/star-150x150.png 150w\" sizes=\"auto, (max-width: 39px) 100vw, 39px\" \/> <\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-view-set-a-workspaces-permissions\/\">Permissions menu<\/a><br><img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" class=\"wp-image-11442\" style=\"width: 40px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_members_square.png\" alt=\"\"><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-restore-deleted-documents\/\">Recycle bin<\/a><br><img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" class=\"wp-image-11444\" style=\"width: 40px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_recycle_bin_square.png\" alt=\"\"><\/li>\n\n\n\n<li>Link to the underlying <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-open-a-metashare-workspace-in-sharepoint\/\">SharePoint site<\/a><br><img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" class=\"wp-image-11446\" style=\"width: 40px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_sharepoint_square.png\" alt=\"\"><\/li>\n\n\n\n<li>Help menu: Online help,&nbsp;<a href=\"https:\/\/staging-help.metashare.com\/en\/metashare\/usermanual\/introduction\/keyboard-shortcuts\/\">Keyboard shortcuts<\/a>,&nbsp;<a href=\"https:\/\/metashare.com\/en\/release-notes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Release notes<\/a>, Open a support case (only shown to&nbsp;<a href=\"https:\/\/staging-help.metashare.com\/en\/faq\/how-do-i-assign-metashares-roles-in-azure\/\">administrators<\/a>), About<br><img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" class=\"wp-image-11344\" style=\"width: 40px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_help_square.png\" alt=\"\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_help_square.png 158w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_help_square-150x150.png 150w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/><\/li>\n\n\n\n<li>User menu: My user profile, Sign out<br><img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" class=\"wp-image-11346\" style=\"width: 40px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_user_square.png\" alt=\"\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_user_square.png 160w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_user_square-150x150.png 150w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Tab bar<\/h2>\n\n\n\n<p>By default, you will be in the Documents tab of the workspace. There is also a second tab Tasks, if you have pending <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-manage-document-tasks\/\">tasks<\/a> related to any document in the workspace.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_tabs-1024x576.png\" alt=\"\" class=\"wp-image-11571\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_tabs-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_tabs-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_tabs-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_tabs.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Results<\/h2>\n\n\n\n<p>The main zone presenting a list of documents.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_results-1024x576.png\" alt=\"\" class=\"wp-image-11573\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_results-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_results-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_results-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_results.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You only see documents that you have permission to.<\/p>\n\n\n\n<p>The documents are initially sorted on when they were modified, showing the latest modified documents on the top of the list. You can however <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-sort-documents\/\">change the sorting<\/a> by clicking on any of the list&#8217;s column headers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"853\" height=\"480\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/search_for_documents_values-edited.png\" alt=\"\" class=\"wp-image-11553\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/search_for_documents_values-edited.png 853w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/search_for_documents_values-edited-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/search_for_documents_values-edited-768x432.png 768w\" sizes=\"auto, (max-width: 853px) 100vw, 853px\" \/><figcaption class=\"wp-element-caption\">Clicking on a document&#8217;s metadata values will <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-filter-documents\/\">filter the documents<\/a> on the metadata value.<\/figcaption><\/figure>\n\n\n\n<p><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-select-deselect-documents\/\">Selecting a document<\/a> will show the document&#8217;s functions in the toolbar.<\/p>\n\n\n\n<p>Above the document list you have a search box that allows you to <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-search-for-documents\/\">search for documents<\/a> or search for a tag to <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-filter-documents\/\">filter the documents<\/a> on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Filter menu<\/h2>\n\n\n\n<p>The left zone, showing&nbsp;filters that you can open and select to&nbsp;filter the results on the value. The filter menu will show all possible<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_filters-1024x576.png\" alt=\"\" class=\"wp-image-11575\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_filters-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_filters-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_filters-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_filters.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Toolbar<\/h2>\n\n\n\n<p>Before selecting any documents in the list, you will see these 3 functions:<\/p>\n\n\n\n<ul id=\"block-3d74c3fd-88e2-4353-888b-cef837d19843\" class=\"wp-block-list\">\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-create-a-document\/\">Create a document<\/a>&nbsp;based on one of the available document template<\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-upload-documents\/\">Upload one or more documents<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-share-a-document-or-a-document-view\/\">Copy a link<\/a> to the document list<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar-1024x576.png\" alt=\"\" class=\"wp-image-11577\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After having <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-select-deselect-documents\/\">selected one or more documents<\/a>, you will see these functions:<\/p>\n\n\n\n<ul id=\"block-fcced57e-8a0b-4ea8-a7ff-76c64a1bb768\" class=\"wp-block-list\">\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-open-a-document\/\">Open in<\/a> (allows you to choose how you want to open the document)<\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-edit-documents-properties\/\">View\/edit document properties<\/a> (also available when selecting multiple documents)<\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-view-a-documents-version-history\/\">View a document\u2019s version history<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-share-a-document-or-a-document-view\/\">Share a document<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-publish-unpublish-a-document\/\">Publish\/unpublish a document<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-submit-a-document-for-approval\/\">Submit a document for approval<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-download-documents\/\">Download documents<\/a> (also available when selecting multiple documents)<\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-create-an-alert-for-a-document\/\">Create an alert for a document<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-move-documents\/\">Cut documents<\/a> (also available when selecting multiple documents)<\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-delete-documents\/\">Delete documents<\/a> (also available when selecting multiple documents)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar_selected-1024x576.png\" alt=\"\" class=\"wp-image-11579\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar_selected-1024x576.png 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar_selected-300x169.png 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar_selected-768x432.png 768w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/workspace_toolbar_selected.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>On the far right you will always have these functions, regardless of selection:<\/p>\n\n\n\n<ul id=\"block-68813631-68a2-4fb1-8bfb-ab8e5b518201\" class=\"wp-block-list\">\n<li>Number of selected documents, with the option to <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-select-deselect-documents\/\">deselect them<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-sort-documents\/\">Sorting<\/a> menu<\/li>\n\n\n\n<li>Toggle visiblity of the filter menu and top bar<br><img loading=\"lazy\" decoding=\"async\" width=\"35\" height=\"38\" class=\"wp-image-11465\" style=\"width: 35px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/home_expand_square.png\" alt=\"\"><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A workspace is a container for a set of documents, only accessible to the members of the workspace. The workspace&#8217;s configuration will define which metadata columns to show in the document list and which document &#8230; <a title=\"Introduction to a workspace\" class=\"read-more\" href=\"https:\/\/staging-help.metashare.com\/en\/metashare\/usermanual\/introduction\/introduction-to-a-workspace\/\" aria-label=\"Read more about Introduction to a workspace\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10662,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-8640","1":"page","2":"type-page","3":"status-publish","5":"no-featured-image-padding"},"_links":{"self":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/8640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/comments?post=8640"}],"version-history":[{"count":23,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/8640\/revisions"}],"predecessor-version":[{"id":11658,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/8640\/revisions\/11658"}],"up":[{"embeddable":true,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10662"}],"wp:attachment":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=8640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}