The Teamwork Desktop Client ensures that Scopevisio works even better with Microsoft Windows. You can use your Teamwork collections in Windows Explorer without an additional mouse click.
Teamwork is Scopevisio's document management system (DMS). If you save your documents directly in Teamwork, they are protected and available for online collaboration with your team. In Scopevisio ERP, they are linked to projects, contacts and processes and enrich the company-wide information base.
If you use Scopevisio with multiple clients, the Teamwork Desktop Client can connect all of these clients for you. How to make the settings is explained below.
Teamwork integrated into Windows Explorer
In the past, we used the Office connectors to ensure the integration of Office and Scopevisio without you as a user having to make additional mouse clicks or change your familiar software environment. The connectors ensured the integration of Word, Excel, PowerPoint and Office.
Now you can use Teamwork directly as a file system and archive for your content. The new desktop client makes it possible.
Install and start Teamwork Desktop Client
Open My Scopevisio. In the My Scopevisio2Go apps section, you will find the Install Teamwork Desktop Client link. Click on it to download the Teamwork Desktop Client.
Install the client by double-clicking on the downloaded file. Then restart your computer.
Click on the arrow (1) at the bottom right of the taskbar to show hidden icons and click on the Teamwork icon (2).
A login screen will appear. Enter your e-mail address and your Scopevisio password here.
The functions of the Teamwork Desktop Client are explained in three screens.
Teamwork Desktop Client tour
Teamwork is now integrated into your Windows Explorer. You can use your Teamwork folders like Windows folders. The folders are automatically synchronised with the Scopevisio Cloud.
The client informs you about the synchronisation of your data between your computer and Teamwork. In future, if you click on the Teamwork icon in the bottom right-hand corner of the taskbar, you will be shown the status of your uploads and downloads made as part of the synchronisation between Teamwork and your computer.
On the third screen of the tour, you have the option to set up synchronisation options. Click on the corresponding button.
Set up synchronisation options
After clicking on the button, the following settings window opens:
Sync tab
On the Sync tab (1), you can select which collections you would like to synchronise with your computer. A search field (2) allows you to search for specific collections or folders.
All instances and clients are listed (3). You can display the associated collections for each client (4).
You can use checkboxes to select complete clients or individual collections for synchronisation. If you later create new collections or folders on your computer within these selected elements, these will be included in the synchronisation.
General tab
On the General tab, you can set whether updates should be checked for regularly, which folder should be used for synchronisation, etc.
Network tab
On the Network tab, you can define settings for proxy servers and upload and download speeds.
Advanced tab and Access tab
Use the Advanced tab to determine how Scopevisio handles changes or deletions of documents.
You can use the Accesses tab to add further Scopevisio accesses that are to be synchronised with your computer via the Teamwork Desktop Client.
Change settings at a later date
If you click on the Teamwork icon on the taskbar, you can still call up the settings menu via the upload/download status display to make subsequent changes.
Using Teamwork in Explorer
Teamwork is displayed in your Windows Explorer with all connected clients and collections.
A green dot with a tick shows you that synchronisation has been completed. You can expand and collapse collections and subfolders in the file tree as usual. Right-click on an element to access Teamwork and the Teamwork settings via the context menu in the Explorer.