Workspaces and Saved for Later Overview

Use Workspaces to organize research and collaborate with colleagues about the research. Save Bloomberg Law documents and searches and add external files to a Workspace. Invite colleagues to review the research and add their comments to any Workspace document. Access Workspaces from anywhere at any time.

Use Workspaces to:

  1. Create a file/folder pertaining to each case or subject matter,
  2. Tag and classify information inside the Workspace,
  3. View recent activity, and
  4. Collaborate about the research on a Workspace.

The Workspace Owner is notified about Workspace activity (adding documents, commenting etc.) by any of the Workspace member. When there is activity by the Workspace Owner (invitations to join etc.), the other members of the Workspace are notified.

Saved For Later

Bloomberg Law clients can use Saved for Later to easily organize search results—including documents from multiple searches related to a common research project. Users can quickly and effectively print, download or email packages of results from Saved for Later, as well as add them to Workspaces.

Saved for Later

Bloomberg Law clients can use Saved for Later to easily organize search results—including documents from multiple searches related to a common research project. Users can quickly and effectively print, download or email packages of results from Saved for Later, as well as add them to Workspaces.

How to Access Saved for Later

  1. To access Saved for Later, click the Saved for Later link at the top of the page.
  2. The number listed on the Saved for Later indicator will increase or decrease as you add or remove items from your Saved for Later list.

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How to Add a Document to Saved for Later

  1. Add an item to Saved for Later from the document view by clicking Save for Later.
  2. To add a document from a results list, check the boxes next to your desired documents and click Save for Later.  
    *Note: Saved for Later automatically excludes duplicate versions of the same document.

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How to Work with Documents in Saved for Later

  1. Click Saved for Later on the menu bar at the top of the page.
  2. Select all documents or choose specific items to Print/Download, Email or add to a Workspace from the list of documents on the Saved for Later screen.
  3. The items in Saved for Later will remain in Saved for Later until you remove them.  
    *You can add up to 50 items in Saved for Later at any time. If you add more you will receive a notification that says "You've exceeded the Saved for Later limit of 50 documents. Please remove some documents in order to add others.”

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How to Access Saved for Later on Your Mobile Device

With the Bloomberg Law app on your smartphone, you can access legal documents and news articles in your Saved for Later, even when you are offline.

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The Bloomberg Law app is available in the [App Store](https://itunes.apple.com"App Store") and  [Google Play™ Store](https://play.google.com"Google Play™ Store").

Create a New Workspace

Use Workspaces to manage your workflow by creating virtual files to organize and share research.

How to Create a New Workspace

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

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To add another Workspace, click Create Workspace link.

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The Create New Workspace dialog box displays.

* When you first view the Workspaces screen, a single default workspace with your user name displays. 
*You cannot delete this Workspace.

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Enter the Name for the Workspace. You can also enter a Description and Client Matter selection.

*If you enter a name which is not valid, the Workspace is not saved.

Use the Distribute To field to share your Workspace with colleagues. Begin typing the name of a Bloomberg Law user at your organization. The auto-complete functionality displays the applicable name(s). After you select a name, the name appears below Distribute To.

Click CREATE.

Share a Workspace

Share any Workspace with other Bloomberg Law users at your organization. Invite users when you first create a Workspace, or you can invite/share the workspace them later. Invited members are restricted in that they cannot delete a resource, only view and comment. The Workspace creator receives notifications of any activity by the invited users, but not for his/her activity.

You can invite a user to share a Workspace when you create a new workspace, or at any time thereafter.

How to Share a Workspace

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

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Select the Workspace you seek to share.

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Select the Settings tab. Enter letters in the Invite New Member(s) text box and select from the auto-complete list displaying the names of valid users. Only users with Bloomberg Law accounts at your organization are displayed. Select the member and click Invite. Repeat for each additional users.

* The List of Members table updates and includes the status of the invite.

* If you accidentally choose the wrong user, click the red X next to the users name to remove the user from the invite.

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Manage Your Workspaces - Global Settings

The Workspaces Settings tab allows you to customize the type and frequency of Workspace notifications that you receive.

How to Access Your Workspaces Global Settings

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

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Choose a Workspace and select the Settings tab.

Select whether to receive email notifications, choose specific notification options and the Frequency.

Use the Add Tag input box  to create a new tag for use throughout all of your Workspaces. To delete previously created tags, check the box next to the tag(s) and click Delete.

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Manage Your Workspaces Subscription Invitation

The Subscriptions Invitations screen allows you to see Workspaces where you have been invited to share a Workspace. Accept or Decline the invitation.

How to Manage Your Workspace Subscription Invitations

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

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Select a Workspace and click the Subscription Invitations tab where open invitations are listed.

Click the Accept or Decline next to the invite. 
*The result is logged in your Recent Activity tab.

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Use the Notepad

To add electronic margin notes to documents within the site use Notepad. The added notes are personal notes and only available to others if you print, download or email the document and opt to include notes from Notepad.

How to Access the Notepad

Access to the Notepad depends on the kind of content being viewed. Find it by either choosing the Notepad tab.

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Or click Show General Info & Notepad.

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To add a Note, click inside the Notepad.

Enter a Note in the New Note screen.

Click Save
*The result is logged in your Research Trail.

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To Edit a note, click Edit on the note, make changes, and click Save.

To delete a note, click Delete, and click Delete on the confirmation message.

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To Print/Download or Email a document with the Notepad notes, click Print/Download or Email.

In the dialog box click the Notepad Content checkbox to include Notes in the print/download or email.

*For Email, click the Document Options tab on the dialog box to access the option to include Notes.

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Add a Note to Your Workspace

Add memos or reminders to any Workspace with the Add Note feature. Anyone with access to a Workspace can add new notes or read and comment on others' notes.

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of the latest Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

Click Manage Your Workspaces, click the Workspaces tab and view the list of Workspaces.

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Click the Add Note link.

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The Add Note dialog box displays, fill in the fields, and click ADD NOTE.

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The Note displays as the first result in your Workspaces list.

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Upload a File to a Workspace

Upload external documents to a Workspace. Uploaded  files must be under 20 megabytes.

How to Upload a File to a Workspace

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

Click Manage Your Workspaces.

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To view the list of Workspaces, click the Workspaces tab, select a Workspace, and click, Upload File.

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The Upload File dialog displays.
Browse to locate the file to be added.
Click UPLOAD.

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 The screen displays an Upload completed successfully message and the file displays in the Workspace and on the Workspace activity drop-down menu.

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View Recent Activity on Workspaces

View a compiled list of recent Workspace activity or track your entire workflow and filter the activities by  Activity Type, Users, and/or Workspaces.

View the Compiled List of Recent Activity in a Workspace

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of recent Workspace activity automatically displays on the right column. To view all Workspace activity click the Manage Your Workspaces link at the bottom of the list.

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You can also view your recent activity by clicking the Workspaces tab at the top of menu bar.

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Create & Use Tags in Workspaces

Classify Workspace documents with customized Tags, and use them to access specific documents/searches within a Workspace.

*Note: Workspace tags work similarly, but separately from Alerts Tags.

How to Use the Workspace Settings to Add a Tag

From the Bloomberg Law menu bar click My Work History, and select Workspaces. The list of Workspace activity automatically displays with the Manage Your Workspaces link at the bottom of the list.

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Click the Workspaces tab to view the list of Workspaces. Select a Workspace.

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Click the Settings tab, and in the Add Tags frame, enter the name of a new tag.

Click Add.  The tag is now available.

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How to Add a Workspace Tag When Saving a Document to Workspace

Load a document and click +Workspace.

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The Add to Workspace dialog displays.

In the Tags field, input the name of the new Tag.

Click Create New.

The tag appears in the tags list and is already selected.

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How to Apply Tags to Documents and Searches in a Workspace

  1. Open Workspace.
  2. Select the documents to tag
  3. Click Apply Tags.
  4. The Apply Tags dialog box displays.
  5. Select a tag or Create a new one.
  6. Click Apply. The tag is applied and also appears in the Tags filter options.

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