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

7.4.1.Opening and editing of files directly from officeGATE

If you need to check a file or to do any modifications to it, choose oGATE 82 Open from the file’s context menu, do the necessary corrections in the document and save it. You can do the necessary corrections online, without downloading and uploading the file to the folder or library again.

oGATE 83

Note: The file is downloaded locally into a temporary folder if it is double clicked. If you open a locally downloaded file and edit it, the changes will not be synchronized back to the source (online) location. This is quite important if you have online systems (e.g. SharePoint, Perceptive Workplace). If you use the “Open” context menu item, the file will be opened in the source system directly in a web browser (online) and the changes will be synchronized online as well.
« Working with nodes and files using the context menuSending attachments/links to the file »
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