Managing Workspaces

Saving your settings

The chapters previous to this one, have explained on how to change your workspace.

After you carefully selected the different items to be visible, unvisible, or only visible to end-users or administrators, you can save these settings as a Workspace.

This happens via the Workspace button in the lower toolbar (default location).

As an administrator, you click this button, and you can then load or save the configured workspace to the server.

Clicking the "save" button will save the current settings to the server. Another popup will ask you where you would like to save the file.
Workspaces are saved on the server, and can be organised in folders. You can make new (sub) folders by clicking on the blue folder-icon.

Loading a workspace

You can apply a workspace to the current editor, by clicking on the "Workspaces" button an clicking on the "load" button
The popup is presented with the folders with workspaces, and you can select the workspace you need.
The top part shows the different folders, selecting a folder will show the settings present in this folder.

Finish by clicking select, and in the background the selected workspace is loaded on top of your editor.

For your end users, this step will not be required. When CHILI Editor is integrated into an end-user-facing portal, your developers wil make sure that the correct WorkSpace is loaded based on the template, user group, user, or any other relevant logic

Setting a default workspace for a folder

To attach a workspace to all documents within a folder select the relevant folder in Document Management and click on the Lib.
Here you can specify the default workspace and viewing preferences for both editing and viewing.

Finish by clicking select, and in the background the selected workspace is loaded on top of your editor.