Portal surface

PORTAL SURFACE BY SUPERNOVA TECH

SharePoint and Office 365 client for iPhone and iPad


• Connect SharePoint and Microsoft Office 365 sites• Download documents to local file manager • Upload documents to server from local file manager• Edit Office Documents• Connect Cloud Drive like One Drive, Google Drive, Drop Box

Access Documents Library

Connect SharePoint / Office 365

Download and Upload Documents

Check in / Check Out documents

Offline the documents

Connect to Cloud Drives


• Click on Add Sites

CONNECT SHAREPOINT AND MICROSOFT OFFICE 365 SITES

• Enter site name. It can be anything to identify site

• Enter the correct URL• Choose the account

from list

• Create new account if not there in the list

• Account name can be anything to identify account

• Enter correct user name and password


• Successfully connected site will be added under SharePoint Sites list menu

• Tap on it to explore Documents Library

SHAREPOINT AND MICROSOFT OFFICE 365 SITE CONNECTED

• Documents Library of the connected site displayed


• Select the Documents Library to access documents in it

EXPLORING DOCUMENTS LIBRARY

• Documents in Grid view


• Edit Meta data of the selected document• Download and open the document• Create folder in Office 365 site• Download and store in local folder• Upload documents from local folder to

Office 365 site• Check Out document• Check In document• Undo Check Out document• Delete the selected document

TOOLS TO ACCESS DOCUMENTS


• Click on the Show All Items. The web view will open

WEB VIEW OF THE SITE

• Web view opened inside the app


• Click on Display Meta Data

VIEW META DATA

• Meta data for the selected document is displayed


• Click on Edit Meta Data

EDIT META DATA

• Edit meta data for the selected document and save


• Click Add Folder

CREATE NEW FOLDER

• Enter Folder name and click Ok

• The folder will be created in the documents library in the server


UPLOAD FILES TO OFFICE 365 SITES

• Navigate to desired Documents library to upload files

• Click on Upload• Documents and folders from

local file manager are displayed

• Select files or folders to upload

• Click on upload button to complete the process


SEARCH DOCUMENTS LIBRARY AND DOCUMENTS

• Click on search button in document list menu to search document list

• Click on search button in document list to search document


CLOUD DRIVES - GOOGLE DRIVE ETC.,

• Connect cloud drive inside the app• Google Drive, Drop Box and Sky

Drive are supported

• Drives added will be displayed under Networks group

• Tap on drive to access files


CLOUD DRIVES - DOWNLOAD, SIGN, UPLOAD

• Sign in to drives once and automatically connects in next time• Multiple login support in same drive• Drives connected added under Network group• Download files into documents and capture sign from documents folder• Signed documents can be uploaded from Signed folder to cloud drives


INBUILT BROWSER AND OPEN IN PDFS FROM OTHER APPS

• Open In the PDF from other apps to Sign Expert

• It will be stored into Documents -> Received Files folder

• Use inbuilt browser to download PDF from internet

• It will be downloaded into Documents -> Browser Downloads


EDIT OFFICE DOCUMENTS IN WORD FOR IPAD AND UPLOAD TO SHAREPOINT AND OFFICE 365

• In Word for iPad App connect to OneDrive or Dropbox and download the document to be edited

• Edit the document and save to cloud drive

• In Portal Surface App download the Office Document (Word, Excel, Powerpoint) to be edited from Documents Library and save to local drive

• Upload the document to OneDrive or Dropbox


EDIT OFFICE DOCUMENTS IN WORD FOR IPAD AND UPLOAD TO SHAREPOINT AND OFFICE 365

• In Portal Surface App re-download the updated document from cloud drive

• It will be downloaded and stored in local file manager

• Upload the document to Office 365 site from local folder. This will replace the existing file with new file


EDIT OFFICE DOCUMENTS IN WORD FOR IPAD WITH VERSION CONTROL

• In Word for iPad App connect to OneDrive or Dropbox and download the document to be edited

• Edit the document and save to cloud drive

• In Portal Surface App Check Out the Office Document (Word, Excel, Powerpoint) to be edited from Documents Library and save to local drive

• Upload the document to OneDrive or Dropbox


• In Portal Surface App re-download the updated document from cloud drive

• It will be downloaded and stored in local file manager

• Check In the document to Office 365 site from local folder. This will replace the old version with new version

• And version control is maintained• For this Check In and Check Out

feature must be enabled in server by Admin

EDIT OFFICE DOCUMENTS IN WORD FOR IPAD WITH VERSION CONTROL


Portal surface

Documents

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