officeGATE Manual – version 5.4

  1. Introduction to officeGATE
    1. Key features
    2. Software requirements
  2. Getting started
    1. Single installation of officeGATE
    2. Installation of officeGATE in a distributed company environment using Group Policy
    3. XML distribution with GPO in distributed company environment
  3. Launching officeGATE
    1. officeGATE pane’s overview
  4. Connection Settings
    1. Enabling/ disabling providers
    2. Connecting to providers
      1. Connecting to contentACCESS
      2. Connecting to third -party DMS providers (Datengut, Perceptive)
      3. Connecting to SharePoint site(s)
      4. Connecting to Dropbox
      5. Connecting to OneDrive
  5. General officeGATE settings
  6. Offline file access settings
    1. Enabling offline file access
    2. Selecting items for offline access
    3. Updating the offline items based on the online changes
    4. Disabling offline access
    5. Interrupted manual and automated synchronizations
  7. License key activation
  8. Handling with documents using officeGATE
    1. Setting favorites
    2. View selection: Tree view, List view, Collapse all
    3. Searching in officeGATE
      1. Search query language
    4. Working with nodes and files using the context menu
      1. Open contentACCESS Portal
      2. Online opening and editing of files directly from officeGATE
      3. Sending files as attachments
      4. Sending ZIP file
      5. Saving document(s) locally
      6. Copying/pasting document(s)
      7. Deleting document(s)
      8. Renaming document(s)
      9. Creating folder(s)
      10. Uploading new file(s)
      11. Folder refresh/provider refresh
      12. Sharing files and folders directly from MS Outlook
        1. Sharing with contentACCESS version 4.2 or older
        2. Sharing with contentACCESS version newer than 4.2
        3. Modifying sharing settings and checking sharing status
    5. Drag&Drop actions
      1. Attaching files to email message
      2. Uploading emails/attachments directly from the mailbox
      3. Manual email archiving using contentACCESS
    6. Handling emails – archive, restore, search
    7. SharePoint data handling
      1. Outlook calendar entry creation
    8. Teams data handling
  9. Troubleshooting

1.1.Key features

  • Built-in providers. officeGATE establishes a direct connection between your email client and common providers(SharePoint, MS OneDrive, MS OneDrive Business, Dropbox, Saperion Workplace etc.).
  • Drag&Drop. Copy files with a simple move of mouse from/to the email message into SharePoint or other local providers.
  • Edit. You can open, remove and edit files/folders directly from your Outlook.
  • Send files as an attachment directly from officeGATE panel.
  • Copy files between providers directly form the list view.
  • Choose to attach a file itself, a link to the file, or send multiple files as a ZIP. When you right-click on the file in the pane you can decide how to attach it.
  • Have access to the desired information even without internet connection.
  • Search in title and contents of your documents.
  • Customize your access with Favorites. Define your own favorite folders or SharePoint sites.
  • Share big files directly from your MS Outlook mailbox.
  • Connect to multiple SharePoint sites.
  • Directly from Outlook you can use SharePoint’s content type selection and metadata fill features.
  • USE IT FOR FREE or pay for the Premium version.
  • Premium version features: Connection to multiple SharePoint sites, Automatic upload, Rules Definition.
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