Info: How can I add reference information to a Workroom?

The Workroom Info tab has been redesigned to provide consistency across Workspace's interface. 

To Create New Info Tab Sections:

• Open the destination Workroom
  
• Click on Info
  
  

• Click the +Add Section button at the top right.  Choose from 2 options:
  
• Contact Section – Enter information for all your case contacts.
  • Name Section (i.e., Contact Info). Once the Name is added, hit ENTER.
    
  • Click +Add Contact on the right side of the Section to open side panel.   
    
  • Enter contact details, Name and Company are required.
  • Click +Add Relationship to include relationship details.  Click Save.
• Standard Section – Enter relevant information you want to track.
  
  
  • Name Section (i.e., Company Info). Click Enter.
    
    
  • Click +Add on right side of new Section.
  • Choose field type - Single-line text, Multi-line text, Date, URL.
  • Provide field Title and Value; Notes are optional. Click Save.
  • Click +Add for each additional field to be added.

To Edit Info Tab Details:

• Click into the Contact Field Name or Standard Field Title.
• The side panel will open. Click to Edit the entry.  Click Save.
• Click a column heading to sort the section by that column.
• Click and drag column separators to shrink or expand column width.