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Working with documents

Working with documents

This topic describes general concepts of working with the document list in harmon.ie.

The following topics describe other common use cases of working with documents:

Many standard operations, such as Open, Delete, and Copy, can be performed on SharePoint folders and documents directly from the sidebar document list. Some operations can be performed on multiple selected documents simultaneously.

Delete a folder or document

To delete a selected document or folder from the SharePoint server, right-click the item and select Delete, or use the keyboard shortcut Delete. If you delete a folder, all contents inside the folder will be removed. Deleted items are moved to the SharePoint site's Recycle Bin. You can restore deleted items from the Recycle Bin, which is available from SharePoint's Web interface.

Note: Sites and document libraries cannot be deleted from harmon.ie.

Rename a document

To rename a document, right click the document and select Properties, then specify the new name in the Name property field.

Note: If the document library has versioning support, you will be prompted to check out the document in order to rename it. Then, check it in.

Open in browser

You can open a SharePoint site, document library in the web browser from the document list's context menu.

Right-click a subsite, document library, or folder, and select Open in Browser to open the SharePoint item in a Web browser.

The Open in Browser operation is also available from the context menu of the breadcrumbs, located in the status pane below the document list. Right-clicking the right-most element in the breadcrumbs is the easiest way to open the current location in the browser.

You can open a SharePoint site, document library in the web browser from the breadcrumbs context menu.

Clipboard operations

You can use standard clipboard operations to move and copy documents between locations on SharePoint, Outlook and your computer.

You can use standard clipboard operations (Cut, Copy, and Paste) to move and copy documents between different locations on SharePoint, Outlook, and your computer. These operations are available from the sidebar's document context menu.

The Copy command menu allows you to:

  • Copy the Document itself.
  • Copy a Link to the document. This places the document name with a hyperlink to its location as text on the Clipboard.
  • Copy the Address of the document. This places the URL of the document as text on the Clipboard. The Copy Address command is also available for subsites, libraries, and folders, and in the breadcrumbs context menu in the sidebar status bar.

    • The breadcrumbs context menu lets you copy the address of the current and parent locations.

Notes:

  • The Cut command currently only works when pasting the documents inside the harmon.ie sidebar. When pasting to Outlook or to your computer, the command behaves as the Copy command. The document’s meta-information, such as document properties, workflows, approval status, and content type, is lost when using the Cut command.
  • The Ctrl+C keyboard shortcut works similar to dragging-and-dropping files from the sidebar. By default, a document link is copied when you select Ctrl+C. To change the default action when copying SharePoint documents using Ctrl+C:
    1. Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu.
    2. Select the Advanced tab, and set the check box Drag files instead of document links to Outlook. For more information, read Attaching and downloading documents.