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