OnePlace Solutions Tool

OnePlace Solutions

OnePlace is a Client Intelligence solution which helps Professional Services firms build stronger relationships with clients by providing a complete suite of tools and resources, designed for humans, tailored to your firm’s needs, available anywhere in the world.

Provide enriched document management, drive user adoption and improve content collaboration by connecting Adobe PDFs and Office to SharePoint / Office 365.

Remove the complexity of SharePoint content architecture and build engaging and simplified solutions that span the OnePlace Solutions suite of products.

Seamlessly connect Microsoft Outlook to SharePoint / Office 365 to improve records and email management, while improving productivity

OnePlace Mail Feature list

Smart filing of emails

• Smart selection default Content Type for email messages
• Show Suggested locations for saving emails into SharePoint
• Duplicate checking of emails
• Outlook Rules - Save to OnePlaceMail folders

Save emails from Outlook to SharePoint / Office 365 (drag and drop)

• Capture email attributes from originating email
• Support for Office 365, SharePoint on-premise, Private Cloud, Hybrid environments
• Automatically capture email attributes (To, From, Date Sent, Subject, etc…)
• Save emails in their native format (.msg)
• Capture additional SharePoint column metadata
• Support for My Sites
• Highlight in Outlook ('Transferred to SharePoint' Outlook Category)
• Outlook Emails - Right Click: Copy/Move to SharePoint
• Custom Filename format configuration (tokens)
• Warning if email properties are not being captured when columns don't exist for the selected library destination

Save attachments to SharePoint and Office 365 (drag and drop)

• Replace existing items in SharePoint (rename attachments when saving)
• Capture email attributes from host email
• Save attachments to SharePoint/Office 365 and replace with link in email

Send and save email to SharePoint

• Integration to use the standard 'Send' button
• Save and Send button

Save to List in SharePoint

• Save to SharePoint Lists (Custom, Events, Contacts, Tasks, etc...)
• Save multiple items into the same List item
• Save to an existing SharePoint list item

Insert documents from SharePoint into email messages

• Insert documents as links (if enabled, the SharePoint 2010/2013 Document ID is used to create the URL)
• Insert links to List Items or Library Items (Display form)
• Insert documents as email attachments
• Preview of emails and documnts from insert window
• Support for switching SharePoint Views and capabilities such as group by, sorting, filtering and showing view columns
• Full SharePoint Search capabilities (content and metadata) to locate documents
• Browse Recent, Favorite and SharePoint locations

Access and Search SharePoint / Office 365 direct from Outlook

• Access the full power of SharePoint from within Outlook
• Search SharePoint from Outlook
• Access SharePoint capabilities and other 3rd party search extensions
• Support for switching SharePoint views and capabilities such as group by, sorting, filtering and showing view columns
• From within Outlook, open a document from SharePoint in the native desktop application
• From within Outlook, open a document from SharePoint in the web browser
• Open .msg files in Outlook from Office 365 / SharePoint (without saving first)
• Open with… from SharePoint into a client desktop application
• Support for showing the metadata navigation tree within SharePoint libraries
• Define a specific SharePoint view for use within Outlook
• Download a document from SharePoint / Office 365

OnePlaceDocs

Microsoft Office (Word, Excel PowerPoint) to SharePoint

• Save documents to SharePoint
• Save macro-enabled files
• Complete SharePoint / Office 365 metadata when saving
• Open documents from SharePoint
• Launch SharePoint search locations

Adobe Acrobat to SharePoint Integration

• Save documents to SharePoint
• Complete SharePoint / Office 365 metadata when saving
• Open documents from SharePoint

File Explorer integration

• Save Files direct from File Explorer to SharePoint / Office 365
• Complete SharePoint metadata for better management of information
• Capture the original File Created and File Modified Date from Windows Explorer when saving files to SharePoint
• Support for both Adobe Acrobat Reader and the full Adobe Acrobat (X, XI and DC)

Docs Explorer (Windows Task Tray)

• Access to persistent navigation tree for Favorite location, Recent, Solution Profiles, SharePoint
• Productivity actions - view properties, copy as link, etc
• Open location in web browser
• Create new Folders / Document Sets
• Previews for emails and documents
• SharePoint views with support for SharePoint Columns, Group By, Sorting and filtering
• Search selected location
• Define a specific SharePoint view for use within Outlook
• Drag & drop files from Windows Explorer to the Docs Explorer for upload to SharePoint
• Upload one or more files to SharePoint/Office 365
• Download a selected file from SharePoint (Ribbon and Right-Click)
• Open document in Office Web App Preview
• Open with... to a selected application

 OnePlaceLive

 Solution Profiles

• Define one or more Solution Profiles
• Secure Solution Profiles to one or more Active Directory or SharePoint Groups of users
• Create Category Folders to structure Solution Profiles
• Create Location Items and Content Items
• Publish Solution Profiles to SharePoint
• Allow Solution Profiles to be consumed by OnePlaceMail and OnePlaceDocs
• Ability to configure synchonization interval

Location Item: Shortcut (Solution Profile Item Type)

• Add navigation tree shortcut items to static SharePoint Locations
• SharePoint sites
• Libraries
• Lists
• Folders
• Documents Sets
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• Restrict folders/document sets shown based on SharePoint view filter
• preferences for save to SharePoint behaviour (e.g. automatically check-in multiple documents)

Location Item: Central Register (Solution Profile Item Type)

• Connect to one or more SharePoint List (containing a register of locations) - For example, a register of Projects, register of Legal Matters, register of contracts, etc...
• Filter the set of locations based on predefined Views (CAML query of selected view)
• Filter the set of locations based on custom CAML queries and therefore supporting advanced filtering and selection of items from a central register list to display in the navigation tree
• Descendant Locations provide an efficient means to display a structure of locations relevant to the end user
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• preferences for save to SharePoint behavior (e.g. automatically check-in multiple documents)

Location Item: Search (Solution Profile Item Type)

• Support for Result Sources (Office 365 / SharePoint 2013)
• Support for KQL Syntax
• Show locations from across one or more SharePoint Site collections in a single navigation tree
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• preferences for save to SharePoint behavior (e.g automatically check-in multiple documents)
• ability to Sort search results or reference Result Source sort criteria
• Custom search result display format for Sites, Libraries, Folders and Document Sets

Content Item: Search (Solution Profile Item Type)

• Support for KQL Syntax
• Show content from across one or more SharePoint Site collections in a single view
• restrict content based on user permissions

Content Item: Office Graph (Solution Profile Item Type)

• Support Office Graph Query Language (GQL)
• Support for Result Sources (Office 365 / SharePoint 2013)
• Support for KQL Syntax
• Combine both GQL and KQL for a combined query and refined results for a solution context (e.g Project Management content only)
• Show content from across one or more SharePoint Site collections in a single view
• restrict content based on user permissions

Central Configuration

• Create configuration files (xml format) to define settings for OnePlaceMail and OnePlaceDocs
• Publish one or more configuration files to SharePoint
• Set security for different configuration files
• Allow configuration files to be processed by OnePlaceMail and OnePlaceDocs
• Ability to configure synchonization interval