officeGATE Manual – version 6.1

  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

8.4.Working with nodes and files using the context menu

The officeGATE user handles with his folders/libraries/documents using the context menu of the respective folder/library/file in the pane. The table below lists all available operations in the context menu of a folder/library. Locate your desired folder/library in the pane, right click on it to open the context menu and work with it: add it to favorites, upload new files to it, rename it etc. The available operations are dependent on the system (provider) that you use. The table below gives a general overview about the available options:

Providers
Operations on folders/libraries/ using their context menu
contentACCESS
✓ Open contentACCESS Portal

✓ Add to favorites

✓ Properties

✓ Upload new file

✓ Refresh

✓ Enable offline access

✓ Enable offline access (recursive)

✓ Share
My Computer (including local Dropbox and OneDrive folders)
✓ Open

✓ Create folder

✓ Rename folder

✓ Delete folder

✓ Add to favorites

✓ Upload new file

✓ Refresh
SharePoint
Library:

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Add to favorites

✓ Upload new file

✓ Refresh

Folder/document set:

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Rename folder

✓ Delete folder

✓ Add to favorites

✓ Upload new file

✓ Refresh

List:

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Add to favorites

✓ Refresh
OneDrive and OneDrive for Business
✓ Open online

✓ Create folder

✓ Rename folder

✓ Delete folder

✓ Add to favorites

✓ Upload new file

✓ Refresh

✓ Enable offline access

✓ Enable offline access (recursive)


The following subchapters describe general rules of working with files saved in the particular systems (providers) of officeGATE. Operations on the files are available from the files’ context menu, in list view. Some of the operations are available in one system, but are unavailable in another. The table below gives a general overview about the file’s context menu options using different providers.

officeGATE providers
Operations on files using their context menu
contentACCESS
✓ Open

✓ Open contentACCESS Portal

✓ Send as attachment

✓ Send as ZIP file

✓ Properties

✓ Save document(s) locally

✓ Copy document(s)

✓ Create folder

✓ Refresh

✓ Upload new file

✓ Enable offline access

✓ Share
My computer (including local Dropbox and OneDrive files)
✓ Open

✓ Send as attachment

✓ Send as link

✓ Send as ZIP file

✓ Save document(s) locally

✓ Copy document(s)

✓ Delete document

✓ Rename document

✓ Create folder

✓ Refresh

✓ Upload new file

✓ Share
Sharepoint
✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Send as attachment

✓ Send as link

✓ Send as ZIP file

✓ Properties

✓ Save document(s) locally

✓ Copy document(s)

✓ Delete document

✓ Rename document

✓ Refresh

✓ Upload new file

✓ Share
OneDrive / OneDrive for Business
✓ Open online

✓ Send as attachment

✓ Send as link

✓ Send as ZIP file

✓ Save document(s) locally

✓ Copy document(s)

✓ Delete document

✓ Rename document

✓ Create folder

✓ Refresh

✓ Upload new file

✓ Enable offline access

✓ Share


For instructions on everyday use cases of working with files in officeGATE, read the below described topics. Select your provider from the officeGATE pane and connect to it if it’s not connected automatically. Then switch to list view, locate the file(s) that you want to work with, and open its context menu (with a right click on it).

Yes No Suggest edit
Help Guide Powered by Documentor
Suggest Edit