WorkSite Web Instructions for Lane Powell PC Employees. How to access your documents in WorkSite Web

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1 WorkSite Web Instructions for Lane Powell PC Employees Interwoven s WorkSite Web gives users of the WorkSite Document Management System access to their work via Internet Explorer. (At this time, only Microsoft Internet Explorer is supported.) Users can create, modify and delete documents by logging into the system over the internet. WorkSite Web uses the same security as DeskSite and FileSite in the office. How to access your documents in WorkSite Web Click the Lane Powell Login link on and log in with your network username and password. Click on the Login to WorkSite Web option. You will be prompted to enter your network username and password again. When you see the WorkSite Web login screen, check the Trusted Login box and click the Login button.

2 ActiveX Install Worksite Web requires the installation of an Active X Control. This is only done once. The yellow banner appears at the top of the Internet Explorer window after you log in: This control is necessary for the proper function of WorkSite Web. Please follow the steps below to install the control. 1. Right-click the banner (shown above), and choose Install ActiveX Control 2. When prompted to install the file imanfile.cab, click Install. Once the ActiveX Control has been installed, WorkSite opens to the Employee Start Page. 2

3 Employee Start Page The Employee Start Page is your launching point for WorkSite Web. From here you can review and edit your documents (from the consolidated Worklist), search the Interwoven databases for other documents, review folders and view workspaces/extranet pages. Checking out and Editing Documents If you would like to simply open and print a document (Read Only Mode**): Select the document, and click on the document title. The document launches as READ ONLY in the appropriate application. You may now view and/or print the document. **Using this method, you will not be able to save edits to this document back into Desksite. If you would like to check out and edit a document: Locate the document you would like to check out. To the left of the document name, look for a black Action Arrow. When you click on the Action Arrow, a list of items appears that allow you to work with the document. 3

4 To guarantee the document s integrity, we recommend that you Check out the document to your computer. Choose a location on your computer that will be easy to remember, such as the desktop or My Documents. This method marks the document as checked out on the network and does not allow others to edit the document while you are editing it. To check out a document: 1. Choose Checkout from the action list (click the black arrow to left of document name). 2. Use the Browse button to specify where on your hard drive you would like the document to be downloaded for editing. If you check the Open Document box, the document will download and open when you click the OK button. For consistency, we suggest you create a directory on your hard drive where you will keep your checked out imanage documents. While the document is checked out, a red check mark appears next to the document. Once you have checked out all documents you wish to work on, you can log out of WorkSite until you are ready to check the document back into the LPSL network. REMEMBER: While a document is checked out, no one else can edit it. 4

5 To check the document back in: 1. Log back into WorkSite Web, and click on the action arrow next to the checked-out document. 2. Select Check In from the menu. 3. You will then see the window shown below. New Version keeps the original document as it was before it was checked out and creates a new document with the same document number and description, but a new version number. Use the New Version option if you wish to keep track of the changes made to prior documents. Undo Checkout checks the document back into the LPSL network, just as it was when you checked it out. It is important to note that selecting this option means no edits made to the document will be saved to the network. The New Document option keeps the original document as it was before it was checked out and creates a new document with a new document number and description. 5