Workspace Commands

Create Project Tab

The Create Project Tab command allows you to create a tab for organizing folders within a workspace.

To create a tab:

Right-click on a workspace and select Create Project Tab from the Milan menu.
Enter a Project Name for the tab.
Choose a folder template from the Select Template drop-down menu.
Check the folders that you want to create within the tab. To select all folders in a template, check Select/Unselect All.
 Under Folder Security, set the security for the tab.
Click Create.

Create Project Tab Dialog

Field

Description

Project Name

The tab's name.

Select Template

A drop-down menu listing all folder templates available for the workspace.

Preview

The folders defined in the template selected above.

Who can view this folder(s)

A slider for setting the tab's security. The following options are available:

Security	Description
Inherited	The tab will inherit its security from the workspace.
Team	Only users in the matter team will be able to see the tab. Click View Team to confirm its members.
Custom	Set default security to Private, View or Public, and add users to the project tab with Read Only, Read/Write, or Full access. Click Manage List to set the custom security as desired.

Create Folder

See Create Folder in On Demand Folder Commands.

Create Search Folder

See Create Search Folder in On Demand Folder Commands.

Manage Folders

See Manage Folders in On Demand Folder Commands.

Matter Team/Exclusion

The Matter Team/Exclusion command allows you to view and manage matter teams via the Matter Team Dialog.

Edit Profile

The Edit Profile command allows you to modify the profile of the selected workspace.

To edit a workspace profile:

Right-click on a workspace and select Edit Profile from the Milan menu. The Edit Profile dialog appears.
On the Profile tab, modify one or more WorkSite metadata fields.
If you do not want to apply the profile changes to all document in the workspace, select the Advanced Options tab and configure the document options. Refer to the table below for descriptions of each option.
Click Save.

Edit Profile Dialog

Tab	Option	Description
Profile	Profile fields	Workspace metadata that can be modified via the corresponding drop-down menus and date pickers. Note: By default, the Profile tab only displays Practice Area, Matter Type, Status, Jurisdiction, and Custom23.
Advanced Options	Update all documents	Metadata changes made on the Profile tab will be applied to all of the workspace's documents.
	Update public documents	Metadata changes made on the Profile tab will only be applied to the public documents in the workspace.
	Do not update documents	Document profiles will not be updated.
	Skip documents with the following author(s)	The profiles of documents authored by any WorkSite user IDs mentioned here will be left unchanged. When specifying more than one user, IDs must be separated by a comma.
	Skip documents with the following document type(s)	The profiles of documents with a document type listed here will not be updated. Document types must be specified by their alias and separated by a comma.

Edit Security

The Edit Security command allows you to modify the security of the selected workspace by:

Changing its default security
Adding or removing users/groups to or from its ACLs
Applying its security to its folders and documents

To edit the security of a workspace:

Right-click on a workspace and select Edit Security from the Milan menu.
Set the default security of the workspace.
Add users or groups to the security list for the workspace and select the .
You can also restrict access to the workspace by adding the user in the security list with No Access.
Click Add.
To delete a user from the list, click the icon.
If required, configure options on the Advanced Options tab. Refer to the above table for descriptions of each option.
Click Submit.

Edit Security Dialog

Field	Description
Default Security	The default security of the workspace, which can be set to Private, Public, or View.
User/Group	Select a user or group to add into the security list, and then a security level: Read, Read/Write, Full, or None.
Reason	Enter a comment.

Advanced Options Tab

Section	Option	Security Changes Applied To
Folder Options	Update all folders	All folders and subfolders in the workspace.
Folder Options	Update only folders that inherit	All folders and subfolders in the workspace that do not inherit security.
Document Options	Update all documents	All documents in the workspace.
	Update public documents	All public documents in the workspace.
	Do not update documents	No documents.
	Skip documents with the following author(s)	Any document with an author not listed here. Authors must be specified by their WorkSite ID in a comma-separated list.
	Skip documents with the following document type(s)	Any document with a document type not listed here. Types must be specified by their alias in a comma separated list.

To change the default values for Folder Options and Document Options:

Open advanceSecurityOptions.config (located in C:\Program Files\Prosperoware.Milan\data\) in either a text editor or Milan (Administration → Configuration Files → Data).

Update the attributes listed below with an appropriate value:

Section	Attribute	Option	Value
Folder Options	updatecustomsecurityoption	Update all folders	all
Folder Options	updatecustomsecurityoption	Update only folders that inherit	inherit
Document Options	updatedocuments	Update all documents	all
		Update public documents	public
		Do not update documents	none

Save the file in your text editor, or click Save in Milan.

Note: Updates to this configuration file take effect immediately after saving and affect the Edit Security dialogs for both folders and workspaces.

Add To Recycle Bin

See Add to Recycle Bin in Recycle Bin Commands.

View Recycle Bin

See View Recycle Bin in Recycle Bin Commands.

Create Binder Export

See Create Desktop Import in Import and Export Commands.

Create Binder Import

See Create Desktop Export in Import and Export Commands.