Article published on the 3rd of March 2022.
Please note that most user guides and feature documentation for WorkPoint Express in Microsoft Office applies to WorkPoint Express Desktop as well.
Contents
1. Introduction
2. Launching WorkPoint Express Desktop
3. Navigating WorkPoint Express Desktop
4. Positioning WorkPoint Express Desktop
1. Introduction
WorkPoint Express can be launched as a Windows Desktop application. The WorkPoint Express Desktop Application functions exactly as the WorkPoint Express plug-in for Microsoft Office applications and features the same user interface. The WorkPoint Express Desktop application is automatically installed on your computer when you install WorkPoint Express.
2. Launching WorkPoint Express Desktop
Launching WorkPoint Express Desktop can be done from the Microsoft Search bar:
- Access the Windows Search bar by clicking the Windows icon or by pressing the Windows-button on your keyboard.
- Search for WorkPoint Express.
- Click the "WorkPoint Express Desktop" application to launch it.
WorkPoint Express Desktop now launches, and once open looks as follows:
4. Positioning WorkPoint Express Desktop
Unlike the WorkPoint Express plug-in for Microsoft Office which is docked in the application's window, WorkPoint Express Desktop is a free floating desktop application which can be moved around on your screen. This can be done in a couple of different ways:
4.1. Moving by header line
The WorkPoint Express Desktop window can be moved by clicking the header of the window and dragging it across the screen:
- Place the cursor on the header of the window. Click and hold down the left mouse button.
- While holding down the left mouse button, drag the window across the screen. Let go of the left mouse button to place the window in the desired location.
4.2. Moving by Location buttons
The WorkPoint Express Desktop window can be moved by clicking the "Location" buttons:
- Click this icon to place the WorkPoint Express Desktop window on the left side of the screen.
- Click this icon to place the WorkPoint Express Desktop window in the middle of the screen.
- Click this icon to place the WorkPoint Express Desktop window on the right side of the screen.
- Click this icon to make the WorkPoint Express Desktop window always appear in front of other Windows applications.
5. Document Overview
The "Document overview" feature is a powerful search tool for documents in WorkPoint Express. It can be used in the following way:
- In WorkPoint Express Desktop, click the "Menu" button.
- Click the "Document Overview..." menu item.
This opens the Documents Overview window:
- The user can select on which solution to search for documents.
- This field is used for typing in search queries. See pt. 20 for more information.
- The user can select which file types to search for. Examples are ".txt" and ".docx"
- The user can select which authors to include in the search.
- The user can select a modified date time interval to include in the search. In this case, "Any value" is selected to not include a time interval.
- The user can select which content type to include in the search. This is useful if any specialized content types have been set up for the solution and the user wants to search specifically for a certain type of information.
- Once all fields have been considered the user can click the "Search" button to perform a search.
- Search results will be displayed in the space below the search Section.
- For more information about search queries and how to use the search query field, click this button. This will open the following window:
6. E-mail Overview
The E-mail overview feature of WorkPoint Express is useful for searching through and gaining an overview of e-mails. It can be accessed in the following way:
- In WorkPoint Express Desktop, click the "Menu" button.
- Click the "E-mail Overview..." menu item.
This opens the Documents Overview window:
- The user can select on which solution to view e-mails in the overview.
- The user can also select to view either
- All E-mails
- My E-mails (E-mails addressed to or from the user)
- Pending E-mails (E-mails which require manual journaling)
- Ignored E-mails (E-mails that have been decided not needing of journaling)
- This button lets the user choose if they want to view the reading pane, and if so, where it should be located. The reading pane allows the user to read the email selected in the overview.
- The Search panel allows the user to use search queries and other fields to search for specific e-mails.
Note that search queries typed into the Subject, Content, From, To, and CC fields follow standard SQL search behaviors. Queries not encapsulated in quotation marks will search for any content containing the search string, while queries in quotation marks searches for the specific search string.
Also note that the at-sign (@) and spaces are treated as a stop, so if you want to search for e.g. e-mails associated with specific e-mail addresses, you should type those full e-mail addresses in quotation marks into the "To" or "From" field. Further, the "To" and "From" fields are also performing a search in e.g. display names.
- The results section displays the e-mail overview. Results are based on the settings in the previous steps as well as search queries.
- The reading pane displays the content of the selected e-mail.
- The "Properties" button toggles on or off the Properties panel, which displays the properties of the selected item.
- The "Show as Conversations" enables viewing e-mails threads as such instead of individual e-mails. This button only appears if this setting is set up.
- The "Export to Excel" button allows the user to export the results in the overview panel to be exported to an Excel spreadsheet.
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