Feature list
Overall features
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
OnePlaceMail
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
OnePlaceDocs
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
OnePlaceLive
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