Screening Rooms

Screening rooms provide a way to share files and collect general feedback with individuals who don’t have access to log in to Workzone. It’s well suited for providing public access to specific files.

IN THIS ARTICLE

Create A Screening Room
Add Documents To A Screening Room
Send Email Link To A Screening Room
View Screening Room Feedback
Open A Closed Screening Room
Delete A Screening Room

Create A Screening Room

To create a screening room, click on a workspace name from the drop-down list in the top left. In the top right, click the settings gear. Click the Add/edit screening rooms link at the bottom of the the left column, under SCREENING ROOMS, then click the Add New Screening Room button.

Enter a name for your screening room (ideally, one recognizable for those visiting). Enter a description (for example, “Please review and click on feedback link to send us your comments”).

Choose an Open Date & Time and a Close Date & Time. Users that try to access the screening room outside of these parameters will receive a message that the screening room is closed.

NOTE: You have the option of extending screening room hours at any time.

Using the user list under SELECT PEOPLE TO WHOM FEEDBACK SHOULD BE DIRECTED, check the boxes next to the names of users to whom screening room feedback should be emailed automatically. Click Create.

Add Documents To A Screening Room

To copy documents already in Workzone:

Select a workspace from the drop-down list in the top left. Click the Documents icon at the top of the screen. Browse to the folder that contains the folder or document you would like to copy. Click the box to the left of one or more folders or documents and then click the Copy button at the top. Click the Screening Rooms folder to open it. Click on the name of the specific screening room. Click OK.

To add documents from your computer:

Select a workspace from the drop-down list in the top left. In the Documents area, click on Screening Rooms from the folder list on the left. Click on the screening room name. Click the Add File button at the top and chose Upload from computer. In the Add Attachments box, click the Select files button to search your computer for the document(s) you would like to load. Optionally, use the pencil icon to the right to enter a name and a description. Click Upload. You can also drag documents from your computer directly into the screening room folder in Workzone.

Send Email Link To A Screening Room

Select a workspace from the dropdown list in the top left. Click the Documents icon at the top. On the left folder tree, click the Screening Rooms folder. To the right of the appropriate screening room's row, click the 3 vertical dots. Select Send invitation from the dropdown. An email message will be created with a direct link to the screening room. You may add additional comments to the email text if you wish. Enter the email addresses of the recipients to which you wish to send the invitation; separate email addresses with a semicolon (;). Click the Send button when you are finished.

View Screening Room Feedback

The screening room comment list captures all of the comments made by guests to a screening room. Only Associate users have access to the screening room comment list.

Click on a workspace name from the drop-down list in the top left. Click the Documents icon at the top of the screen. On the left folder tree, click the Screening Rooms folder. Select the appropriate screening room, and then click View feedback in the top right. A comment list will appear.

Open A Closed Screening Room

Click on a workspace name from the drop-down list in the top left. Click the settings (gear icon) in the top right. On the left menu, click Add/edit screening rooms. Click the Edit link to the right of the screening room name. Change the open and close dates and times. Click Save Changes.

Delete A Screening Room

Click on a workspace name from the drop-down list in the top left. Click on the settings (gear icon) in the top right. On the left menu, click on Add/edit screening rooms. Click the Edit link to the right of the screening room name. Click the Delete button in the bottom left. Click OK to confirm.