General OnePlace Solutions

  1. Email replies auto saved in file path

    Hi, we need the functionality in OnePlace where email replies are auto saved in the same file path as the original email is sent from.
    Thanks
    Denise Mullen GM CFE

    1 vote

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  2. Automatically sign in to Office 365

    Is there a way you can change OPM so it signs into Office 365 automatically?

    Currently when we install the latest version of OPM (8.5), we have had to send out instruction emails to users to make sure they go to their OPM settings tab in Outlook and then click the 'Sign in' button for Office 365. I have also had to remote onto user's pcs to help with the instruction. It would be much easier if it auto signed in and I thought it would be a good feature to include.

    Please let me know what you think.

    1 vote

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  3. Add multiple values in a metadatafield

    Add multiple values in a metadatafield is not to be done in one action (one value per action). A multi-select possibility would be nice.

    1 vote

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  4. Searching of documents using the field that has a date format

    Would be nice to have possibility to search documents using the field with date format. In our SharePoint library there is the field “DocDate” containg a date of invoice. In order to search some invoice on a specific date we have to use the SharePoint in our web browser instead of OnePlaceDocs.

    1 vote

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  5. Start the flow form SharePoint

    Would be nice to have a possibility to start the Power Automate document approvals flow from OnePlaceDocs.
    In our SharePoint solution we use a button in the field "Action" formatted as Thumbnail (Image). This field is not showing up in OnePlaceDocs as well there is no any other way to trigger the automation flow.

    1 vote

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  6. Dynamic drop down list created from field entries

    When inserting a new document the form to fill in metadata is displayed. It would be very helpful to see the similar entries to choose from a list after typing in the first chars of text in this field. Example is a feature in Excel table when adding a new entry there.

    1 vote

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  7. Conditional color coding of entries

    We are using conditional color coding settings to mark entries in SharePoint depending on the Approval Status of document.
    Approved documents are on green background, Rejected – show up on the red and the Pending ones are displayed grey (illustration attached).
    If OnePlaceDocs isn’t able to read the color coding settings from the SharePoint it would be very helpful possibility to create similar rules/settings to mark entries in its own interface like we can do it in Excel.

    1 vote

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  8. Reminder to save changes when inserting a new document

    When user inserts a new file and the respective metadata fields are filled then user needs to click the Save button. In situation when the form is just closed without clicking the Save button it would be helpful to receive a pop up reminder message: “Are you sure to close a form without uploading a file?”.

    1 vote

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  9. Metadata column width needs to be fixed

    If the width of metadata columns is adjusted for comfortable work and reading then all is collapsed back to very narrow defaults after the click of refresh button.
    It would be great to get keeping user settings fixed.

    1 vote

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  10. Blocked Shutdown

    OnePlace Document Explorer blocks the Windows Restart/Shutdown process, so the computer displays "Restarting" for a good 5-10 mins plus before actually rebooting. If I disable the Document Explorer from Startup, the shutdown/restart process works fine. I re-enable Document Explorer in Startup and the issue returns. I have updated to the latest version and the problem still exists.

    1 vote

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  11. I am getting the following error suddenly trying to use the Office 2013 Lite version of OnePlaceMail.

    An error has occurred saving file to Sharepoint.

    Error: Object reference not set to an instance of an object.

    Application: OnePlaceMail2013
    Method: Void SaveToSharePointButtonClick(Scinaptic.OnePlaceMail.API.Core.OPMRecentLocation, Scinaptic.OnePlaceMail.API.Core.UploadFilingTrigger)
    Stack Trace: at FileToWSSOutlookAddIn.ThisAddIn.SaveToSharePointButton
    Click(OPMRecentLocation copyToRecentLocation, UploadFilingTrigger trigger)

    Please advise.

    Thanks so much!

    Steve

    1 vote

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  12. Upcoming changes for Lite Desktop

    We have recently announced the release of OnePlace Solutions Desktop 8.0 full product.

    Release 8.0 Desktop Software also marks the end of the OnePlaceMail Desktop Lite (Free) Plan.

    However, we will continue to support the community through our freemium offer – the OnePlaceMail App Lite.

    We're also providing extended support for existing OnePlaceMail Desktop Lite Plan users with OnePlaceMail Lite support on the recently launched 7.12.2 desktop update.

    The OnePlaceMail App supports all Microsoft Outlook environments, including Windows Desktop, MacOS, Web browser, iOS, and Android when connecting to Microsoft 365 SharePoint, Microsoft Teams, and OneDrive for Business. The ability to…

    2 votes

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  13. New Release 7.12.1 - OnePlace Solutions Desktop

    We are pleased to announce that OnePlace Solutions Desktop 7.12.1 Release is now available for download.

    This release includes support for BCS columns for SharePoint 2016 & 2019 on premises.

    To find out more information, please click here: https://www.oneplacesolutions.com/help/7.12/whatsnew/whats-new.htm

    Download here: https://www.oneplacesolutions.com/downloads.html

    1 vote

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  14. Intermittent 503 error when using OnePlaceMail App or OnePlace Solutions Desktop with Office 365

    Due to the current situation with COVID-19 and many people now working remotely, some Microsoft services are throttling to handle the extra load.
    This can result in a ‘503’ (Service Unavailable/Server Too Busy) is one of the errors that may appear when this occurs.

    Due to this, the 503 error may also appear intermittently when using the OnePlaceMail App as well as OnePlaceMail & OnePlaceDocs Desktop with Office 365.

    We have logged this with Microsoft Support and encourage users experiencing this to do the same via their tenant in Central Administration

    Kind regards

    Elissa

    1 vote

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  15. Folders created by name into to search result

    As discussed with Zeeshan – Site name is already present ( default ) with folder but I wanted to show the created by name with folder name.

    Site Name Included in Folder/Doc Set:-

    Requirement:-
    Folder/ Doc Set name + (Created By)

    4 votes

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  16. OnePlace Solutions Server Components

    OnePlace Solutions server Components should be configuration.

    As discussed with Adrian Zurcher, The FileToWSS call (/vtibin/FileToWSS.asmx), is to check if you have server components installed. In some scenarios (when the SharePoint environment has external data/BCS columns), users of OnePlaceMail would like to see these external columns. However, Marsh doesn’t have any BCS columns so therefore doesn’t require server components to be installed, hence you receive 404 error (file not found) when making FiletoWSS call.

    Please note, this is just a check to see if the server component is installed on your SharePoint site and is a normal behaviour…

    3 votes

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  17. Default Settings when uploading Existing File to SharePoint

    When you copy a file to SharePoint there is the option to Overwrite Existing Files. In addition you can right-click an existing file to use the property values from the existing file as defaults for the uploaded file.

    In many use cases we will have a scenario where we receive an updated copy of an existing file and will want to upload this to create a new version that inherits the existing property values. Is it possible to set this action as the default when the folder selected for upload contains a file with the same name?

    Obviously this would…

    3 votes

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  18. Installing the Legal Matter Management profile

    I've installed the site collection and the email columns, etc. (I think) as required by the installation guide but when I create a Legal Matter Management solution profile there doesn't seem to be a place for creating Client or Matter lists. I've attached a screenshot to show what I see. How should I proceed?

    4 votes

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  19. OPM Download Feature - Insert from SharePoint - BackGround Downloading

    OPM Download Feature is heavily used by our team. We are looking for some improvement in this feature because currently users are not comfortable with this long running download time and it was impacted our application usages.
    Below are the steps:-
    • Go to outlook  open new email window  click on “Insert from SharePoint”
    • Search the site  open the folder  select the documents & email  click on “Insert as Attachment”
    • OPM download the files and attached with in email - It will take more time and outlook blocked, no activity performed .

    Requirement:…

    5 votes

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  20. width of fields when Adding or editing

    When adding a file (email or document) it would be desirable to view more than the first 25 characters when assigning metadata to a file.

    7 votes

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