Page 796 | To create a document workspace using the Shared Workspace task pane |
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Open the Office document for which you want to create the workspace. -
On the Tools menu, click Shared Workspace . -
In the Shared Workspace task pane, click the Members tab. -
Click the down arrow to the right of the Location for new workspace box, select a location for your workspace site, and then click Create . If no locations appear in the list, type the URL to the SharePoint Services Web site where you have permission to create document workspaces, and then click Create . |
796 | To create a document workspace by sending a shared attachment |
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Open a new e-mail message. -
In the To box, type the e-mail addresses of the message recipients. -
In the Cc box, type the e-mail addresses of the people who should receive a copyof the message. -
In the Subject box, type a phrase introducing your message. -
On the Standard toolbar, click the Insert File button. -
Navigate to the Office document for which you want to create a document workspace, select it, and click Insert . -
In the message header, click Attachment Options . -
In the Attachment Options task pane, click Shared attachments . -
Click the down arrow to the right of the Create Document Workspace at box, and select a location for your workspace site. If no locations appear in the list, typethe URL to the SharePoint Services Web site where you have permission to create document workspaces. -
On the Standard toolbar, click the Send button. |
796 | To add members to a workspace |
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In the Shared Workspace task pane, click the Members tab. -
Near the bottom of the task pane, click Add New Members . -
On the Add Users page, enter the e-mail addresses of the new members, separated by semi-colons. -
Select the group to which the users belong, and click Next . -
Enter a display name for each user , and then indicate whether the users will receive e-mail notification regarding their membership in the workspace. -
If users will receive an e-mail notice that they have been added to the workspace, specify a subject line and body text for the message. -
Click Finish . |
801 | To create a task in a document workspace |
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In the Shared Workspace task pane, click the Tasks tab. -
Near the bottom of the task pane, click Add New Task . |
806 | To update a workspace document directly |
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Point your Web browser to the document workspace site. -
In the Shared Documents list, point to the document you want to update, and then click the down arrow that appears to the right of it. -
In the drop-down list, click Edit in Microsoft Word or the equivalent for other Office documents. -
Edit the document as needed, and then on the File menu, click Close . -
When prompted to save the changes, click Yes . |
810 | To start a discussion in a document workspace |
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In the Shared Workspace task pane, click Open Site in Browser . -
In the left navigation column, click Discussions . -
Click the discussion board you want, and then click New Discussion . |