contentACCESS Portal documentation – version Orion

  1. What is contentACCESS Portal?
  2. Main contentACCESS Portal functions:
  3. Requirements
    1. Hardware requirements
    2. Software requirements
    3. Other requirements
    4. Supported browsers
  4. Installation
  5. Logging into contentACCESS Portal
  6. contentACCESS Portal user interface
    1. “Connect to” menu
    2. contentACCESS Portal’s navigation pane
    3. Item list and item preview
    4. Layout selector
    5. Download from the item list/item preview in contentACCESS Portal
    6. Hide/show function
    7. Sorting in contentACCESS Portal
    8. User profile page
    9. User interface settings
  7. Search functions in contentACCESS Portal: “Connect to search”, quick search, advanced search, GDPR search
    1. Search query language
    2. “Connect to” search
    3. Quick search
    4. Fulltext search
    5. Advanced search
    6. Periodical search
    7. GDPR search
    8. Editing Quick, Basic and Advanced search criteria
    9. eDiscovery process
  8. Folder selection methods
    1. Multi-selection
    2. Recursive folder selection
  9. Tasks supported by entities (models)
    1. Enabling/disabling tasks
    2. Create report
    3. Share item(s)
    4. Legal hold
    5. Tasks list
    6. Tasks page
    7. Download of export actions
    8. Manifest file and its settings
  10. File System Archive
    1. File versions
    2. File Archive tasks
  11. Email Archive
    1. Email Archive tasks
  12. GDPR Application
    1. GDPR Application tasks
  13. GDPR Exchange
    1. GDPR Exchange tasks
  14. GDPR File system
    1. GDPR File system tasks
  15. SharePoint Archive
    1. Item versions in SharePoint Archive
    2. SharePoint archive tasks
    3. Opening shortcuts from SharePoint
  16. OneDrive Archive
    1. Item versions in OneDrive Archive
    2. OneDrive Archive tasks
    3. Opening shortcuts from OneDrive
  17. Sharing
    1. Sharing tasks
  18. Teams archive
    1. Item versions in Teams archive
    2. Teams archive tasks
    3. Teams chat archive tasks
    4. Opening shortcuts from Teams

17.1.Sharing tasks

By default, the following actions can be run on the selected sharing items:

  1. Refresh
  2. Export selected item(s) as a ZIP file
  3. Create report
  4. Modify sharing options
  5. Show related files
  6. Download history refresh

The Export selected item(s) as a ZIP file and Create report sharing tasks can be disabled/enabled in the Administrator’s settings on the Task types tab. For more information read section Enabling/disabling tasks.

Refresh
This option should be used if any items have not been displayed in the item list yet and the list of items should be reloaded.

Export selected item(s) as a ZIP file
To export one or multiple sharing item(s) into ZIP format, select the item(s) from the item list and click on the Export selected item(s) as a ZIP file button located above the item list.

Choose if you want to export all items from the current folder, or only the selected item(s). Click on Create or press enter.

Create report

Read more about this feature here.

Modify sharing options

Read more about this feature here.

Show related files

Read more about this feature here.

Download history refresh
This option should be used if any downloads of a shared item have not been displayed yet and the list should be reloaded.

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