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Version: 7.2

Working with nodes and files using the context menu

The officeGATE user handles with his folders/libraries/documents using the context menu of the respective folder/library/file in the pane. The table below lists all available operations in the context menu of a folder/library. Locate your desired folder/library in the pane, right click on it to open the context menu and work with it: add it to favorites, upload new files to it, rename it etc. The available operations are dependent on the system (provider) that you use. The table below gives a general overview about the available options:

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Providers

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Operations on folders/libraries/ using their context menu

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contentACCESS

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✓ Open contentACCESS Portal

✓ Add to favorites

✓ Properties

✓ Upload new file

✓ Refresh

✓ Enable offline access

✓ Enable offline access (recursive)

✓ Share

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My Computer (including local Dropbox and OneDrive folders)

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✓ Open

✓ Create folder

✓ Rename folder

✓ Delete folder

✓ Add to favorites

✓ Upload new file

✓ Refresh

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SharePoint

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Library:

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Add to favorites

✓ Upload new file

✓ Refresh

Folder/document set:

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Rename folder

✓ Delete folder

✓ Add to favorites

✓ Upload new file

✓ Refresh

List:

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Add to favorites

✓ Refresh

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OneDrive and OneDrive for Business

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✓ Open online

✓ Create folder

✓ Rename folder

✓ Delete folder

✓ Add to favorites

✓ Upload new file

✓ Refresh

✓ Enable offline access

✓ Enable offline access (recursive)

The following subchapters describe general rules of working with files saved in the particular systems (providers) of officeGATE. Operations on the files are available from the files' context menu, in list view. Some of the operations are available in one system, but are unavailable in another. The table below gives a general overview about the file’s context menu options using different providers.

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officeGATE providers

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Operations on files using their context menu

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contentACCESS

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✓ Open

✓ Open contentACCESS Portal

✓ Send as attachment

✓ Send as ZIP file

✓ Properties

✓ Save document(s) locally

✓ Copy document(s)

✓ Create folder

✓ Refresh

✓ Upload new file

✓ Enable offline access

✓ Share

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My computer (including local Dropbox and OneDrive files)

**

✓ Open

✓ Send as attachment

✓ Send as link

✓ Send as ZIP file

✓ Save document(s) locally

✓ Copy document(s)

✓ Delete document

✓ Rename document

✓ Create folder

✓ Refresh

✓ Upload new file

✓ Share

**

Sharepoint

**

✓ New (with submenu items based on the selected site/document set/folder/list templates)

✓ Open online

✓ Send as attachment

✓ Send as link

✓ Send as ZIP file

✓ Properties

✓ Save document(s) locally

✓ Copy document(s)

✓ Delete document

✓ Rename document

✓ Refresh

✓ Upload new file

✓ Share

**

OneDrive / OneDrive for Business

**

✓ Open online

✓ Send as attachment

✓ Send as link

✓ Send as ZIP file

✓ Save document(s) locally

✓ Copy document(s)

✓ Delete document

✓ Rename document

✓ Create folder

✓ Refresh

✓ Upload new file

✓ Enable offline access

✓ Share

For instructions on everyday use cases of working with files in officeGATE, read the below described topics. Select your provider from the officeGATE pane and connect to it if it’s not connected automatically. Then switch to list view, locate the file(s) that you want to work with, and open its context menu (with a right click on it).