A single case can have multiple "Workspaces". Think of workspaces like blank scratch pads. You can have one workspace for the paternal side of the family, and another for the maternal side. There are no limits to the number of workspaces, and you can name the workspaces as you see fit. You can edit workspace names, delete workspaces, and copy content between work spaces.
Create a New Workspace
Open a case and click on the "Connections" tab
Click the dropdown arrow in the white box in the upper left
Select "Add Workspace"
We offer templates that you can continue to edit and tailor to your needs. You can also choose an existing workspace to copy (these are at the bottom of the templates list under "Existing Workspaces.")
The workspace name defaults to the name of the template, but you can change this to anything you like.
Click "Create New Workspace" in the bottom right of the window.
You may now edit your new workspace
View a Different Workspace
Open a case and view the "Connections" screen
Click the drop down in the Workspaces list, upper left of your screen.
Choose the workspace you'd like to view
Edit a Workspace Name
Open a case and view the "Connections" screen
Chose the workspace name you'd like to edit from the drop down in the Workspaces list, upper left
Click the word "edit" next to the Workspace name
Provide a new name
Click Save
Delete a Workspace
Caution: Deleting a workspace is a permanent action, and can not be recovered
Note: You are simply deleting the workspace and the people within that workspace will remain in the case
Chose the workspace name you'd like to edit from the drop down in the Workspaces list, upper left
Click the word "edit" next to the Workspace name
Click the delete button
Confirm the deletion in the popup window
