Work with your files and folders using the Alfresco sidebar.
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Click the Explore tab from the Alfresco Outlook Client sidebar, or navigate through the list view.
Note
In Alfresco Outlook Integration 2.7, the Explore tab is only available if the Workflow tab is also enabled to save space for more content. The Workflow tab is hidden by default.
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Repo location selector: choose which sites and content you wish to see. You can see the full repository in this view, or limit the view to certain sites only (All Sites, My Sites or Favorite Sites).
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Content filter: choose to view all content, or only your favourite files or folders.
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View selector: choose whether to see your content in a tree view or a list view.
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Search selector: choose between a simple or complex search (if this is configured).
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Search mode selector: choose whether to search text and metadata, or just metadata, or search at a site level.
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Enter your search criteria.
Type directly in the search box, where it says Enter your search.
You can choose favorite folders or sites to filter the search.
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The content that matches your criteria is displayed below the search box.
Once you select a folder in the search results, use Back to search results to return to the search results in the original search location. You can clear the search results by clicking X next to the search box starting a new search.
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Context menu: there are a number of actions to apply for each search result. These include:
Send an email, with this result attached (applicable to files only)
Send an email, with this result embedded as a link
Mark as a favorite
Add metadata for the file or folder. This opens the metadata dialog that was displayed when the file was filed in Share.- View the version history of a document. See Working with file versions for more.
- Check out a document for editing offline.
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Drag and drop files into the repository. A number of options are available, depending on your configuration settings.
The options available to you are shown in the right-click context menu. For example, if you have selected a Microsoft Office file, you can edit this online in addition to other standard options. See Configuring extended settings in Outlook for more information on configuration settings.
If your IT team has enabled email duplication prevention, the Alfresco Outlook Client will receive information from the server that a particular email document already exists (either in the repository or the site). The following message is presented:
Select one of the following options:
- Open: Opens the details page of the email in a browser. This is similar to using the Details action on an email from the Explore tab context menu.
- Continue: Archives the email.
- Cancel: Keeps the original email.
- If a single email is selected, this cancels the process and closes the dialog.
- If multiple emails are selected, this cancels the processing of the current email, and starts to process for the next email.
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Open folders and view files from the Explore tab. Depending on your configuration settings and the number of files in your repository, you have the option to see additional files by clicking
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Use Configure > Extended from the Alfresco Client toolbar to dynamically change the way that the files and folders are displayed.
For example, this format is displayed when Folder sort order is set to date modified (ascending), with Date sort display options set to date/time and subject:
Note
Right click a folder and select Sort by and your chosen option to dynamically sort the contents of a folder.