officeGATE Manual

  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 Perceptive Workplace
      5. Connecting to Dropbox
      6. Connecting to OneDrive
  5. General officeGATE settings
  6. License key activation
  7. Handling with documents using officeGATE
    1. Setting favorites
    2. View selection: Tree view, List view, Collapse all
    3. Searching in officeGATE
    4. Working with nodes and files using the context menu
      1. Opening and editing of files directly from officeGATE
      2. Sending attachments/links to the file
      3. Sending ZIP file
      4. Saving document(s) locally
      5. Copying/pasting document(s)
      6. Deleting document(s)
      7. Renaming document(s)
      8. Creating folder(s)
      9. Uploading new file(s)
    5. Sharing files directly from MS Outlook
    6. Drag&Drop actions
      1. Attaching files to email message
      2. Uploading emails/attachments directly from the mailbox
      3. Manual email archiving using contentACCESS
    7. Content type selection and metadata fill in SharePoint
  8. Troubleshooting

7.Handling with documents using officeGATE

In the chapters above we have learnt how to launch officeGATE and how to connect to the desired providers (document management systems) that we want to work with. The next chapters will show how to handle with the documents using officeGATE.

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