Working with Document Workspaces

Doing More with Microsoft Windows SharePoint Services

Creating a Document Workspace on a SharePoint Site

1	To access the Team Web Site, click Start, and then click Internet.
2	To view a list of existing document libraries, on the Team Web Site Home page, on the top link bar, click Documents and Lists.
3	To open the Plant Descriptions document library, on the Team Web Site Documents and Lists page, in the Document Libraries section, click Plant Descriptions.
4	To create a document workspace for the Fosters Holly document, on the Team Web Site Plant Descriptions page, point to Fosters Holly.
5	Click the arrow that appears to the right of the document name, and then click Create Document Workspace.
6	To complete creating a document workspace, on the Team Web Site Create Document Workspace page, click OK.
7	To go to the Team Web Site home page, on the Fosters Holly Home page, on the top link bar, click Up to Team Web Site.
8	To begin creating a Team Web Site element, on the Team Web Site Home page, on the top link bar, click Create.
9	To create a document workspace for a new document, on the Team Web Site Create Page, click three times below the scroll box on the scroll bar.
10	In the Web Pages section, click Sites and Workspaces.
11	To specify a title, description, and address for the document workspace, on the Team Web Site New SharePoint Site page, for the purposes of this exercise, press SPACEBAR to have the details typed for you.
12	To create the new document workspace with the default properties, on the Team Web Site New SharePoint Site page, click once below the scroll box on the scroll bar, and then click Create.
13	To finish creating the new document workspace, on the January Template Selection page, click once below the scroll box on the scroll bar, and then click OK.

Creating a Document Workspace in an Office 2003 Program

1	To view a list of existing document libraries, on the Team Web Site Home page, on the top link bar, click Documents and Lists.
2	To open the Plant Descriptions document library, in which you want to place the document, on the Team Web Site Documents and Lists page, in the Document Libraries section, click Plant Descriptions.
3	To create a new document by using the document directory’s default template, on the Team Web Site Plant Descriptions page, on the toolbar, click New Document.
4	To confirm that you want to use the default template for the new document, in the Microsoft Internet Explorer message box, click OK.
5	To type text in the new document, for the purposes of this exercise, press SPACEBAR, to have the title of the document typed for you.
6	To save the new document, click the File menu, and then click Save.
7	To save the new document with a new name in the document library, in the Save As dialog box, press SPACEBAR, wait until the file name is typed for you, and then click Save.
8	To display the task pane in the Microsoft Word window, click the View menu, and then click Task Pane.
9	To display the Shared Workspace task pane, in the task pane on the right side of the screen, click the Getting Started arrow, and then click Shared Workspace.
10	To display a list of the documents in the Plant Descriptions document library, in the Shared Workspace task pane, click the indicated Documents tab.
11	To create a document workspace for the open document, in the Shared Workspace task pane, on the Documents tab, point to the currently open document.
12	Click the arrow that appears at the end of the file name, and then click Create Document Workspace.
13	To confirm that you want to create the document workspace, in the Microsoft Office Word message box, click Yes.

Working with the Shared Workspace Task Pane

1	To view the list of members who can use the document workspace that you have created for the Water Oak document, in the Shared Workspace task pane, click the indicated Members tab.
2	To begin adding a member to the document workspace, in the Shared Workspace task pane, on the Members tab, click Add new members.
3	To add a member, in the Add New Members dialog box, for the purposes of this exercise, press SPACEBAR to have the new member's network alias typed for you.
4	To give the new member permission to add content to existing libraries and lists, in the Choose site group section, in the Assign a site group to the members above drop-down list, ensure that Contributor is selected, and then click Next.
5	To complete the process of adding the new member, in the Add New Members dialog box, click Finish.
6	To view the e-mail invitation that is created for a new member, in the Add New Members message box, select the Send an e-mail check box, and then click OK.
7	To close the e-mail message and continue, in the message window, click the Close button, and then in the Microsoft Office Word dialog box, click No.
8	To view the tasks list for the document workspace, in the Shared Workspace task pane, click the indicated Tasks tab.
9	To begin creating a document workspace task, in the Shared Workspace task pane, on the Tasks tab, click Add new task.
10	To enter the task title and description, in the Task dialog box, press SPACEBAR to have the task details entered for you.
11	To assign the task to Mike Galos, in the Task dialog box, click the Assigned to drop-down arrow, and then click Mike Galos.
12	To assign a due date to the task, in the Task dialog box, click the Due date drop-down arrow, and then in the October calendar, click 10.
13	To save the new document workspace task, in the Task dialog box, click OK.

Publishing a Document in a Document Library

1	To begin publishing a document from a document workspace, on the Team Web Site Plant Descriptions page, on the top link bar, click Documents and Lists.
2	To display a list of document workspaces, on the Team Web Site Documents and Lists page, on the left side of the page, in the See Also section, click Document Workspaces.
3	To open the workspace of the Fosters Holly document, which you want to publish, on the Team Web Site Sites and Workspaces page, click Fosters Holly.
4	To publish the Fosters Holly document, on the Fosters Holly Home page, in the Shared Documents section, point to Fosters Holly, click the arrow that appears, and then click Publish to Source Location.
5	To confirm that you want to replace the original document with the version from the document workspace, on the Fosters Holly Publish to Source Location page, click OK.
6	To return to the Team Web Site Home page, on the Confirmation page, click Home, and then on the Fosters Holly Home page, click Up to Team Web Site.
7	To confirm that the document has been published to the document directory, on the Team Web Site Home page, on the top link bar, click Documents and Lists.
8	To open the document library to which you published the document, on the Team Web Site Documents and Lists page, in the Document Libraries section, click Plant Descriptions.

Deleting a Document Workspace

1	To begin deleting a document workspace, on the Team Web Site Plant Descriptions page, on the top link bar, click Documents and Lists.
2	To view the document workspaces of which you are a member, on the left side of the Team Web Site Documents and Lists page, in the See Also section, click Document Workspaces.
3	To select the document workspace that you need to delete, on the Team Web Site Sites and Workspaces page, in the Delete column, click the Delete (X) icon corresponding to the Fosters Holly document workspace.
4	To confirm that you want to delete the selected document workspace and its associated content and user information, on the Team Web Site Delete Web Site page, click Delete.
5	To close the Internet Explorer window, on the title bar, click the Close button.