OnePlaceDocs is a software solution that integrates Microsoft Office applications (Word, Excel, PowerPoint), Adobe Acrobat, and Windows Explorer with SharePoint and Office 365. It simplifies document management by allowing users to save, open, and manage documents directly from their familiar desktop applications into SharePoint, while capturing and managing metadata for compliance and collaboration. The tool provides a consistent user experience across multiple platforms, making it easier to classify, access, and share content within organizational workflows.

Key Features

Microsoft Office Integration Save and manage documents from Office apps to SharePoint.

• Save documents and macro-enabled files directly to SharePoint/Office 365.
• Complete and manage SharePoint metadata during the save process.
• Open and edit documents stored in SharePoint from within Office apps.
• Access SharePoint search and document versioning from Office.

Adobe Acrobat Integration Direct PDF management with SharePoint.

• Save PDFs from Acrobat (Reader and full versions) to SharePoint/Office 365.
• Complete SharePoint metadata for PDFs.
• Open PDFs stored in SharePoint.

File Explorer Integration Native Windows experience for SharePoint document management.

• Save files from Windows Explorer to SharePoint/Office 365.
• Preserve original file creation and modification dates.
• Drag and drop files for upload.

Docs Explorer (Windows Task Tray) Quick access and productivity tools for SharePoint.

• Persistent navigation for favorite, recent, and solution profile locations.
• View, preview, and manage SharePoint content.
• Bulk upload/download and productivity actions (e.g., copy as link, open in browser).
• Search, sort, and filter SharePoint content.

Metadata and Classification Enhanced compliance and discoverability.

• Complete and auto-capture SharePoint metadata.
• Support for default values and document set metadata.

Collaboration and Sharing Improved team workflows.

• Share documents and links easily.
• Bulk update items and manage document versions.
• Check-in/check-out and document properties management.

Benefits

Productivity Streamlines document workflows across Office, Acrobat, and Windows.

• Reduces time spent switching between applications.
• Simplifies saving and classifying documents.

Compliance and Governance Ensures accurate metadata and document handling.

• Facilitates records management and information governance.
• Supports bulk updates and version control.

User Adoption Familiar interfaces drive usage of SharePoint/Office 365.

• Reduces learning curve for end users.
• Encourages saving to SharePoint instead of local/network drives.