Create a Document Workspace

Do one of the following:

ShowSend a shared attachment

  1. In Microsoft Office Outlook 2003, start a new e-mail message.
  2. In the To box, type the e-mail addresses of those whom you want to be members of the Document Workspace site.

 Note   Recipients on the To and Cc lines are automatically given permission to contribute to the site. Recipients on the Bcc line are not granted automatic access to the site and need to request permission.

  1. In the Subject box, type a subject for your message.
  2. On the Insert menu, click File.
  3. Click the document you want to insert, and then click Insert.
  4. If the Attachment Options task pane is not visible, click Attachment Options.
  5. In the Attachment Options task pane, click Shared attachments, and in the Create Document Workspace at box, click or type the Web address (URL) of a Microsoft Windows SharePoint Services Web site where the Document Workspace site will be located.

 Note   The Document Workspace will be created as a subsite of the Windows SharePoint Services site, so you must have permission to create Document Workspaces at this Web site.

  1. Type a message in addition to the boilerplate, if desired, and then click Send.

 Note   If you want to add more members after you send the shared attachment, open the document, and on the Members tab Button image of the Shared Workspace task pane, click Add new members.

ShowUse the Create button in the Shared Workspace task pane

 Note   You can use the Shared Workspace task pane to create a Document Workspace in Microsoft Office Word 2003, Microsoft Office Excel 2003, Microsoft Office PowerPoint 2003, and Microsoft Office Visio 2003 only.

  1. Open the document in Word, Excel, PowerPoint, or Visio.
  2. On the Tools menu, click Shared Workspace.
  3. In the Shared Workspace task pane, click or type the Web address (URL) of a Microsoft Windows SharePoint Services Web site where the Document Workspace will be located.

 Note   The Document Workspace will be created as a subsite of the Windows SharePoint Services site, so you must have permission to create Document Workspaces at this Web site.

  1. Click Create.
  2. On the Members tab Button image of the Shared Workspace task pane, click Add new members.
  3. Type user names or e-mail addresses for the members you want to invite to the Document Workspace, separated by semicolons.
  4. If you want members to have permissions other than those of the Contributor site group, select a different site group.
  5. Send an e-mail invitation if you want.

ShowCreate a private Document Workspace for a document that is already published in a document library

Do one of the following:

ShowCreate the Document Workspace in Microsoft Office Word 2003, Microsoft Office Excel 2003, Microsoft Office PowerPoint 2003, and Microsoft Office Visio 2003

 Note   You can use the Shared Workspace task pane to create a Document Workspace in Word, Excel, PowerPoint, or Visio only, if the document is not already in a Document Workspace.

  1. In the document library, open the document you want to use.
  2. In the Shared Workspace task pane, click the Documents tab Button image.
  3. Click the arrow next to the name of the active document, and then click Create Document Workspace.
  4. Click Yes.
  5. On the Members tab Button image of the new Shared Workspace task pane, click Add new members.
  6. Type user names or e-mail addresses for the members you want to invite to the Document Workspace, separated by semicolons.
  7. If you want members to have permissions other than those of the Contributor site group, select a different site group.
  8. Send an e-mail invitation if you want.
  9. Before you close the document, click the Documents tab Button image, click the arrow next to the name of the active document, and then click Save Updatable Copy.
  10. In the Save As dialog box, choose a location for the updatable copy, and then click Save, without changing the name of the file.

ShowTip

After you have worked on the document in the Document Workspace, you can replace the original copy. On the Documents tab Button image in the Shared Workspace task pane, click the arrow next to the name of the active document, and then click Publish Back to Source Location.

ShowCreate the Document Workspace in a document library

  1. In a Web browser, go to the document library where the document is stored.
  2. Point to the name of the document, click the Edit arrow that appears, and then click Create Document Workspace.

ShowTip

After you have worked on the document in the Document Workspace, you can update the original copy by clicking Publish to Source Location on the document library page in the Document Workspace.

ShowCreate a Document Workspace site in a Web browser

  1. Go to a Microsoft Windows SharePoint Services Web site where you have permission to create Document Workspaces.

 Note   You may need to contact an administrator to make sure that your site group has permission to create Document Workspaces.

  1. On the top link bar, click Create.
  2. On the Create page, under Web Pages, click Sites and Workspaces.
  3. Type a title, description, and Web address (URL), and click a permission setting; then click Create.
  4. On the Template Selection page, click Document Workspace in the Template box, and then click OK.
 
 
Applies to:
Excel 2003, Outlook 2003, PowerPoint 2003, Word 2003