Getting the most out of your 30 day trial
We know using software for the first time can be a little overwhelming, with people often not sure where to start. To help with that we’ve created a couple of quick videos to help get you on your way.
Connect to SharePoint & add a favorite
Connect to SharePoint through OnePlace Solutions to save emails, attachments to SharePoint. When a site is added, add a document library as a favorite location for easy drag/drop access.
OnePlaceMail - Save emails to SharePoint
Save emails and attachments to SharePoint directly from Outlook, including capturing email attributes and promote these to columns.
OnePlaceMail - Access SharePoint from Outlook
Remain in Outlook, and work with content that is stored in SharePoint. Add documents to emails, to share internally or with external recipients.
OnePlaceMail - Search & Filter content or locations
Search & Filter content or locations
CheatSheet for OnePlaceMail
OnePlaceDocs - Save documents to SharePoint
Save documents to SharePoint from applications that you are familiar with working in. Drag / drop directly from your desktop using OnePlaceDocs Explorer, or use OnePlaceDocs addin in Office suite.
OnePlaceDocs - Access SharePoint from the desktop
Easily open documents stored in SharePoint without leaving your desktop. Update metadata on individual files, or multiple files. Save documents directly from the Microsoft Office suite in SharePoint, check in/check out documents in the save process.
CheatSheet for OnePlaceDocs
OnePlaceMail App - Insert from SharePoint, Microsoft Teams or OneDrive
Insert from SharePoint, Microsoft Teams or OneDrive