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 synchonization 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 behaviour (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 synchonization interval

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Seamless integration from Microsoft Outlook to SharePoint and Teams.

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