officeGATE Manual – version Orion

  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

8.4.12.3.Modifying sharing settings and checking sharing status

Important: This section is applicable only for the sharing that works with contentACCESS version newer than 4.2.

If an item has been shared before, it will be marked in its Properties (preview).

First, you will need to click on Show more. You will be then able to see the sharings of the item and use the Modify and Status options.

When you click on the Modify option, the Sharing pop-up window will open. Here, you will be able to add and/or remove recipients, change accessibility, the expiration date and download limit. The option Save and get link works the same as Share and get link, the option Save and send email works the same as Share and send email. The option Save just saves the changes that were made to the sharing settings.

When you click on the Status option, you will be redirected to the window where you will be able to view the status and information about the selected sharing and the download history. From here, it is also possible to Activate or Suspend the sharing. The top button (1) activates or suspends the whole sharing, the bottom button (2) activates or suspends the sharing of the selected item, in case more items were shared together.

If necessary, it is also possible to re-send the sharing notification by clicking on the Send sharing notification button.

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