Getting started

We know using software for the first time can be a little overwhelming, with people often not sure where to start. To help with that we’ve created a couple of quick videos to help get you on your way.

Search & Filter content or locations

Search & Filter content or locations

Insert from SharePoint, Microsoft Teams or OneDrive

Insert from SharePoint, Microsoft Teams or OneDrive

Connecting Microsoft Outlook to SharePoint

To get you up and running quickly, this two-minute video will guide you through the simple steps for a single user to connect Outlook to your SharePoint environment.

Save your first email and access content in SharePoint

Save emails and attachments to SharePoint directly from Outlook, including capturing email attributes and promote these to columns.

Access SharePoint from Outlook

Remain in Outlook, and work with content that is stored in SharePoint. Add documents to emails, to share internally or with external recipients.

Save documents to SharePoint from your desktop

Save documents to SharePoint from applications that you are familiar with working in and drag / drop directly from your desktop using OnePlaceDocs Explorer.

Access SharePoint from the desktop

Easily open documents stored in SharePoint without leaving your desktop. Update metadata on individual files, or multiple files. Save documents directly from the Microsoft Office suite in SharePoint, check in/check out documents in the save process.

Save to SharePoint from Adobe Acrobat and Microsoft Word, Excel and PowerPoint

Our last short video shows the ease at which you can save documents to SharePoint from within your day to day apps such as PDF’s, Word, Excel and PowerPoint.

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We're here to help, so please don’t hesitate to get touch with any questions you may have.

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