Workspaces

A workspace in File Analysis Suite is the highest level unit to organize certain constructs from which to gather data for review and management. From within a workspace, you can further organize your documents into workbooks.

You can create an empty workspace from scratch or from a workspace template in Manage, or create a workspace from a search results list from within the File Analysis Suite Analyze application. Workspaces created within Manage require the creation of data sources that populate the workspace with documents. Workspaces created from Analyze are initially populated with documents based on the criteria that was selected to conduct the search and display a repository type of "Research". In either case, the criteria used to add documents to the workspace is managed by all data sources associated with the workspace and documents are added dynamically to the workspace based on that criteria. For more information about creating a workspace from the Analyze application, see the Analyze Help Center.

The workpace list includes all workspaces created. You can filter the list to view all workspaces or select to view only open or closed workspaces, to view by "type" based on workbook templates, or by respository. You can also type the name of a workspace in the Find Workspaces search field to search for a specific workspace. To access the individual workspace overview, workbooks, and contents, click the workspace name in the workspace list.

Closed workspaces

When you close a workspace, it is no longer displayed in active lists and is kept in a frozen state. By default, the workspace list displays only open workspaces. Use the filter to select All Workspaces or Closed Workspaces.

Even though a workspace is closed, you can still view overview information and visualizations, search and filter documents within the workspace, and browse workbooks and categories associated with the workspace. You can no longer add, edit, or remove workspace details or associations such as data sources, data subjects, holds, categories, workbooks, or exports.

If needed, a closed workspace can be reopened. All actions available for open workspaces are again present.

NOTE: All holds on a workspace must be released before you can close a workspace. For more information, see Holds.