Alternative workflows when functions are unavaliable

This function is used to send letters to the recipient’s Digital Post. A delivery log is automatically generated on the case. 
The External ID in the log serves as legal documentation that the letter has been delivered.

1. Use ConnectDirect: Note: Requires user registration via IT support.
   See the Danish website for more information: Digital post
    
2. Use the SecureMail solution. Note: Requires user registration via IT support.
   How to send secure emails
    
3. Send the letter by email to the employee’s AU work email.
    
4. Send the letter by email to the student’s AU study email.

Use Workzone 365 in Outlook.
See this guide for instructions: Filing an email with Workzone 365

1. Open the email from File Explorer (Windows only)
   Open the case in File Explorer and double-click the email.
   See this guide for instructions: Open E-mail from Workzone via file explorer

2. Use Workzone 365 in Outlook.
   Download the email from the Workzone web client.
   Remember to delete the email from your Downloads folder afterwards.
   See this guide for instructions: How to open e-mails from Workzone 365

Use Workzone 365 in Outlook.
You can insert a link to a case, document, or contact in an email using Workzone 365.
See this guide for instructions: Send link to a case/document/contact in a mail

Send documents (original or PDF format) from Workzone by email

Use Workzone 365 in Outlook.
You can attach documents from Workzone to an email using Workzone 365.
See this guide for instructions: Attach Workzone documents in an email via Workzone 365

Reply to process emails from Workzone (e.g., SmartPost, Hearing, Submission)

Respond to a process (approval or hearing) by the Workzone web client.
See this guide for instructions: Reply to process in Workzone

1. Switch to Classic Outlook and use Workzone for Office (Windows only).
   See this guide for instructions: indsæt ny eng vejledning
    
2. Use the guides for the Temporary Digital Solution. You can find them here: Temporary digital solution

1. Switch to Classic Outlook and use Workzone for Office (Windows only).
   After that, you can open emails from the Workzone web client.
    
2. Download the email from the Workzone web client.
   Remember to delete the email from your "Downloads" folder afterward.
   See this guide for instructions: How to open e-mails from Workzone 365

1. Switch to Classic Outlook and use Workzone for Office (Windows only).
   You can insert a link to a case/document/contact in your email using Workzone for Office.
   See this guide for instructions: Send link to a case/document/contact in a mail
    
2. Include the case numbers or document numbers in your email.
   The recipient can then manually look up the cases/documents in the Workzone web client using this guide:
   Create list or search

1. Switch to Classic Outlook and use Workzone for Office (Windows only).
   You can attach documents to an email using Workzone for Office. 
   See this guide for instructions: Send link to a case/document/contact in a mail
    
2. Download the document from the Workzone web client.
   Remember to delete the file from your "Downloads" folder afterward.
   You can find instructions on how to download files at the beginning of this guide:
   How to open e-mails from Workzone 365

Respond to a process (approval or consultation) via the Workzone web client.
See this guide for instructions: Reply to process in Workzone

1. Drag and drop the document into your case in the Workzone web client.
   Note: Remember the letter date on emails.
   See this guide for instructions: Add documents to cases with drag and drop
    
2. Drag and drop the document to your local desktop. Then import the document into the Workzone web client.
   Note: The letter date will be set to the current date. Please correct the date to the actual letter date.
   See this Danish guide for instructions: Importer dokumenter

Write the case numbers or document numbers in your email.
The recipient can then manually look up the cases/documents in the Workzone web client using this guide: Create list or search

Download the needed documents from the Workzone web client and attach the file(s) to your email. Remember to delete
the files from your "Downloads" folder afterwards.
See how to download files from the Workzone web client at the beginning of this guide: 
How to open e-mails from Workzone 365

Respond to a process (approval or hearing) from the Workzone web client.
See this guide for instructions: Reply to process in Workzone

File Word, Excel, or PowerPoint files using Workzone 365.
See this guide for instructions: Creating documents with Workzone 365

1. Use Workzone for Office (Windows only).
   File documents from Word, Excel, and PowerPoint using Workzone for Office.
   See this guide for instructions: Filing from Word
    
2. Save the document locally on your computer. Drag and drop the document into the case in the Workzone web client. See this guide for instructions: Add documents to cases with drag and drop

1. Use Workzone for Office (Windows only).
   Word, Excel, and PowerPoint work as usual in the Workzone web client with Workzone for Office.
    
2. Check out and check in documents.
   You can check out a document, download it, edit it, and then check in a new version to the case.
   See this guide for instructions: How to check a document in/out in Workzone

1. Use Workzone for Office (Windows only).
   Export to Excel works as usual with Workzone for Office.
    
2. For Mac users, there are no alternatives available.

Create documents using Templafy-templates directly from a case in Workzone.
This function is accessed via a button in Workzone.

Create contacts of the type "Company (with CVR)" in Workzone. It is possible to search for Danish companies and organizations by either name or CVR number, after which the contact details are filled in.

Note: The contact details are not automatically updated but can be refreshed using the same function.

Use Virk to look up Danish companies and organizations.
Open the Workzone web client and select New Contact --> Company (with CVR).
Copy the CVR number, name, and address of the company when creating the contact.

Process – Submission and hearing

Process – Submission and hearing

Open the email you received with the document links. Click the links to open the documents.
Reply to the email as you would with any regular email.

Open cases as folders in File Explorer (Windows only).

Drag and drop the document into your case in the Workzone Web Client.
Note: Remember to set the correct letter date for emails.
See this guide for instructions: Add documents to cases with drag and drop

Copy the case templates one by one and link them as child cases.
See this Danish guide for instructions: Kopier sagskompleks i Workzone

Download case documents as PDF’s

1. Attach the documents as PDFs to an email and save them to your desktop. See this guide for instructions:
   Download document from Workzone as PDF
2. Create a combined PDF of the case documents using the case printout function.
   See this Danish guide for instructions: Lav sagsudskrift

Convert a document to PDF manually.
Open the case in Workzone web client. Open the document you want to convert to PDF. Convert the document to PDF.

Combine multiple PDF files using Adobe Acrobat
Download the PDF versions of the selected documents from Workzone using this guide:
Download document from Workzone as PDF

Then use Adobe Acrobat to combine the files into a single PDF. See the Adobe Acrobat guide for instructions.
Guide for Adope Acrobat

Create a reminder on a case. The reminder must include a date and the recipient (a user or a department).

Subscriptions

Annotate PDF’s