Using Workplace XT, you can add, retrieve, and view items such as documents and folders that are stored in a repository called an object store. You can use Workplace XT to browse through lists of documents and folders that have been organized in a specific way. For example, your system might organize all loan application documents by the last name of the applicant, putting all those beginning with A-F in one folder, G-K in another folder, and so on.
You can also search for only those documents that meet specific criteria. Using the example above, you might want to retrieve from the object store all loan applications that are above a certain amount, regardless of the applicant's name.
Whether you retrieve documents by browsing or by searching, you work with the resulting list of documents and folders in similar ways. You can access the features in Workplace XT from the Banner links, Toolbar, pop-up menus, and you can perform the following common procedures on lists of items: sort contents, select multiple items, quickly browse through long lists by paging.
See Browse for documents and folders and Search for documents and folders for additional information.
Workplace XT provides both browse and search capabilities that help you find specific items stored in an object store and access to features used for working with folders and documents. It is similar to Workplace in that both applications offer some of the same features; however, the procedures you perform to complete an activity might be different.
For optimal performance, follow these tips when running the Workplace XT client: