Feature list

Saving to SharePoint - Common features

• Save to SharePoint Libraries, Folders and Document Sets
• Save to lists in SharePoint
• Select and replace/version an existing item in SharePoint
• Copy to / Move to SharePoint buttons in Outlook (in addition to Drag /Drop)
• Option to automatically check-in documents on save to SharePoint
• Adheres to SharePoint security/trimming
• Browse SharePoint Sites/Libraries/Lists
• View existing SharePoint content when saving
• View new items saves to SharePoint /Office 365 (initiate workflows or perform other post save actions)
• Support for different character sets
• Strip invalid characters from filenames
• Multilingual Term Store Support
• Edit SharePoint content from Outlook
• Managing SharePoint - Save locations and behaviour

Metadata capture

• Capture email attributes from originating email
• Capture additional SharePoint column metadata
• Capture File Created Date and Last Modified date from Windows Explorer when saving to SharePoint / Office 365
• Support for multiple content types
• Support for Business Connectivity Services (BCS) / External Data Column *requires additional installation
• Full type-ahead on Managed Metadata
• Full type-ahead on Enterprise Keywords
• Available in Outlook versions to include Outlook 2019, Outlook 365, Outlook iOS, Outlook Android
• Create new Enterprise Keywords Terms on the fly
• Create new Managed Metadata Items on the fly (open term sets)
• Create New List Items (Lookup Lists) on the fly
• Column default values
• Column validation (required columns)
• Column validation formulae
• Location level defaults
• Copy Metadata from an existing SharePoint Item (streamline data entry)
• Support for open terms set in Managed Metadata columns (Create new items)
• Support for Document Sets and metadata push down to items

Common Navigation Tree

• Available when saving to SharePoint/Office 365 from Outlook, Word, Excel, PowerPoint, Adobe Acrobat and Windows Explorer
• Available from Insert from SharePoint, browsing SharePoint from Docs Explorer,  
• Add to Favorites (for a selected location)
• Open location in web browser
• Create new Folders / Document Sets
• Filter the navigation tree (type-ahead)
• Search for a location
• Filter/Hide System lists
• Support for SharePoint locations, Suggested locations, Favorites, Recent locations and Solution Profile (published via the OnePlaceLive service)

Managing SharePoint - Save locations and behavior

• SharePoint recent locations
• SharePoint Favorites (Left navigation of Outlook)
• Ability to add recent locations as favorites
• Save to SharePoint - no prompts option (email attributes + defaults values captured only)
• Save to SharePoint - with prompt (to enter addition SharePoint metadata)
• My Site Support
• Filter/hide SharePoint system lists & libraries from the navigation tree

Configuration/Administration

• Setup.exe installation to be using in under 3 minutes
• .msi file provided for enterprise deployments
• Email Columns provided - can be added to your Content Type/s
• Custom Column Mapping (if required)
• SDK/API - Integration *Available in R6.6.

Licensing

• Central license list for easy implementation and maintenance
• License cost - Volume Level discounts available
• License cost - Multi Product discounts available
• License model - Per User (can have multiple machines)

Environment

• Supported SharePoint environments (Office 365, SharePoint 2013, 2010, 2016, 2019)
• Supported Operating Systems (Windows 10, Windows 7, Windows 8)
• Citrix & Terminal Services

Smart filing of emails

• Smart selection default Content Type for email messages
• Show Suggested locations for saving emails into SharePoint
• Duplicate checking of emails
• Outlook Rules - Save to OnePlaceMail folders

Save emails from Outlook to SharePoint / Office 365 (drag and drop)

• Capture email attributes from originating email
• Support for Office 365, SharePoint on-premise, Private Cloud, Hybrid environments
• Automatically capture email attributes (To, From, Date Sent, Subject, etc…)
• Save emails in their native format (.msg)
• Capture additional SharePoint column metadata
• Support for My Sites
• Highlight in Outlook ('Transferred to SharePoint' Outlook Category)
• Outlook Emails - Right Click: Copy/Move to SharePoint
• Custom Filename format configuration (tokens)
• Warning if email properties are not being captured when columns don't exist for the selected library destination

Save attachments to SharePoint and Office 365 (drag and drop)

• Replace existing items in SharePoint (rename attachments when saving)
• Capture email attributes from host email
• Save attachments to SharePoint/Office 365 and replace with link in email

Send and save email to SharePoint

• Integration to use the standard 'Send' button
• Save and Send button

Save to List in SharePoint

• Save to SharePoint Lists (Custom, Events, Contacts, Tasks, etc...)
• Save multiple items into the same List item
• Save to an existing SharePoint list item

Insert documents from SharePoint into email messages

• Insert documents as links (if enabled, the Document ID is used to create the URL)
• Insert links to List Items or Library Items (Display form)
• Insert documents as email attachments
• Preview of emails and documnts from insert window
• Support for switching SharePoint Views and capabilities such as group by, sorting, filtering and showing view columns
• Full SharePoint Search capabilities (content and metadata) to locate documents
• Browse Recent, Favorite and SharePoint locations

Access and Search SharePoint / Office 365 direct from Outlook

• Access the full power of SharePoint from within Outlook
• Search SharePoint from Outlook
• Access SharePoint capabilities and other 3rd party search extensions
• Support for switching SharePoint views and capabilities such as group by, sorting, filtering and showing view columns
• From within Outlook, open a document from SharePoint in the native desktop application
• From within Outlook, open a document from SharePoint in the web browser
• Open .msg files in Outlook from Office 365 / SharePoint (without saving first)
• Open with… from SharePoint into a client desktop application
• Support for showing the metadata navigation tree within SharePoint libraries
• Define a specific SharePoint view for use within Outlook
• Download a document from SharePoint / Office 365

Microsoft Office (Word, Excel PowerPoint) to SharePoint

• Save documents to SharePoint
• Save macro-enabled files
• Complete SharePoint / Office 365 metadata when saving
• Open documents from SharePoint
• Launch SharePoint search locations

Adobe Acrobat to SharePoint Integration

• Save documents to SharePoint
• Complete SharePoint / Office 365 metadata when saving
• Open documents from SharePoint

File Explorer integration

• Save Files direct from File Explorer to SharePoint / Office 365
• Complete SharePoint metadata for better management of information
• Capture the original File Created and File Modified Date from Windows Explorer when saving files to SharePoint
• Support for both Adobe Acrobat Reader and the full Adobe Acrobat (X, XI and DC)

Docs Explorer (Windows Task Tray)

• Access to persistent navigation tree for Favorite location, Recent, Solution Profiles, SharePoint
• Productivity actions - view properties, copy as link, etc
• Open location in web browser
• Create new Folders / Document Sets
• Previews for emails and documents
• SharePoint views with support for SharePoint Columns, Group By, Sorting and filtering
• Search selected location
• Define a specific SharePoint view for use within Outlook
• Drag & drop files from Windows Explorer to the Docs Explorer for upload to SharePoint
• Upload one or more files to SharePoint/Office 365
• Download a selected file from SharePoint (Ribbon and Right-Click)
• Open document in Office Web App Preview
• Open with... to a selected application

Solution Profiles

• Define one or more Solution Profiles
• Secure Solution Profiles to one or more Active Directory or SharePoint Groups of users
• Create Category Folders to structure Solution Profiles
• Create Location Items and Content Items
• Publish Solution Profiles to SharePoint
• Allow Solution Profiles to be consumed by OnePlaceMail and OnePlaceDocs
• Ability to configure synchronization interval

Location Item: Shortcut (Solution Profile Item Type)

• Add navigation tree shortcut items to static SharePoint Locations
  • SharePoint sites
  • Libraries
  • Lists
  • Folders
  • Documents Sets
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• Restrict folders/document sets shown based on SharePoint view filter
• Preferences for save to SharePoint behavior (e.g. automatically check-in multiple documents)

Location Item: Central Register (Solution Profile Item Type)

• Connect to one or more SharePoint List (containing a register of locations) - For example, a register of Projects, register of Legal Matters, register of contracts, etc...
• Filter the set of locations based on predefined Views (CAML query of selected view)
• Filter the set of locations based on custom CAML queries and therefore supporting advanced filtering and selection of items from a central register list to display in the navigation tree
• Descendant Locations provide an efficient means to display a structure of locations relevant to the end-user
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• preferences for save to SharePoint behavior (e.g. automatically check-in multiple documents)

Location Item: Search (Solution Profile Item Type)

• Support for Result Sources
• Support for KQL Syntax
• Show locations from across one or more SharePoint Site collections in a single navigation tree
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• preferences for save to SharePoint behavior (e.g automatically check-in multiple documents)
• ability to Sort search results or reference Result Source sort criteria
• Custom search result display format for Sites, Libraries, Folders, and Document Sets

Content Item: Search (Solution Profile Item Type)

• Support for KQL Syntax
• Show content from across one or more SharePoint Site collections in a single view
• restrict content based on user permissions

Content Item: Office Graph (Solution Profile Item Type)

• Support Office Graph Query Language (GQL)
• Support for Result Sources
• Support for KQL Syntax
• Combine both GQL and KQL for a combined query and refined results for a solution context (e.g Project Management content only)
• Show content from across one or more SharePoint Site collections in a single view
• restrict content based on user permissions

Central Configuration

• Create configuration files (xml format) to define settings for OnePlaceMail and OnePlaceDocs
• Publish one or more configuration files to SharePoint
• Set security for different configuration files
• Allow configuration files to be processed by OnePlaceMail and OnePlaceDocs
• Ability to configure synchronization interval