14 posts tagged with "area:documents"

Word, Excel, and PowerPoint documents now open directly in the corresponding local app — without requiring local OneDrive synchronization. This applies to both cloud and self-hosted installations.

For all other file types, the project folder must still be synchronized locally with Microsoft OneDrive.

Orphaned documents and folders — files that are no longer connected to the active SharePoint folder structure — can now be permanently deleted all at once. Open the three-dot menu in the Documents section and select Delete orphaned elements. InLoox shows a confirmation dialog with the number of affected items before deleting them.

This action requires administrator rights and cannot be undone.

Two new columns are available in the document view for SharePoint-synchronized documents:

• SharePoint Version — Displays the document version number from SharePoint.
• Sensitivity Label — Displays the sensitivity label assigned in SharePoint.

Add these columns using Choose Columns in the document view. InLoox displays the data read-only — the values are managed in SharePoint.

With version 26.1, the Project > Documents area has been expanded, particularly in the way emails are handled.

A new Emails folder is now available on the left-hand side. It provides a consolidated view of all emails posted to the project, regardless of which subfolder they were originally saved in — similar to "All Documents" but dedicated exclusively to emails.

Within this folder, you can choose between two views:

• The familiar, classic list view
• The new conversation view, where related emails are grouped together and displayed in a layout reminiscent of a CRM interface

With version 26.1, the inbox in the "Track" section has been fundamentally redesigned and is now called Emails. The core idea remains the same: emails and attachments can be assigned to projects, and tasks can be created using the AI Assistant.

The redesign brings numerous improvements and new features:

• Unified tracking process: Emails and attachments can now be tracked just as easily as in the Outlook add-in: select, choose project and project folder, save — done.
• Automatic project suggestions: If the email subject contains an InLoox project number (starting with #), matching projects are automatically suggested when filing.
• Duplicate check: You can instantly see if emails or attachments have already been tracked, including their project assignment.
• Automatic email tracking: When emails are filed in a project folder, all subsequent replies within the same conversation can be automatically stored in the same project folder. This requires enabling "Automatically transfer emails from the same conversation to the project" in the Integration Center.

• Improved previews: Reliable display of email content and attachments, regardless of format.
• Outlook folder structure, search & filters: Work within your familiar Outlook folder structure, search for emails, or filter by All, Unread, Tracked, or Not tracked.

Project managers can now receive notifications when new documents are added to a project or existing ones are deleted. To enable this, activate the corresponding toggle in the Account Settings > Personal under Notifications: Projects > Documents.

When attaching existing documents to a task, a new document list is now available. This extended dialog can display all available document columns, offers filtering and sorting options, and allows you to browse through folder structures. This makes it much easier to locate and select the right document quickly and accurately.

The mobile app has been enhanced with several new features that make managing your projects on the go even more efficient:

• Document detail view: The new detail view lets you access and edit all relevant document information at a glance, such as the document name, description, and all custom fields. In addition, documents can now be moved to other project folders or new folders can be created directly.

• Multi-selection of tasks via long press: Edit multiple tasks at once, for example by adjusting due dates, assigning resources, or completing several tasks simultaneously.
• Duplicate projects: Recurring workflows can be set up faster by duplicating existing projects.

• Switch accounts: Switch between accounts with a single tap. Ideal for users managing multiple teams or clients.

You can now add links to files stored in the local file system and open them directly from within the application.

You can now move entire folders in projects. Changes are automatically synchronized to SharePoint, FileStore etc. (if linked).

Documents often need to be reviewed or approved by multiple people – and many organizations already use approval workflows in SharePoint Online for this. With InLoox 12.4, these processes are now also visible directly in InLoox.

In the project documents, you can immediately see the current status of an approval process, without having to switch between systems.

New columns in InLoox display the following SharePoint information:

• Approval State: e.g., "Not submitted", "Requested", "Approved", "Rejected"
• Approval request sent by
• Approval request responded by
• Approval request assigned to

This gives you full transparency over ongoing approvals and ensures complete traceability.

Mark Documents as Favorites​

In the Documents section, you now have the new "Favorite" column. Click the star icon to mark documents you use frequently or want to find quickly.

There is also a new "Document Favorites" folder in the left-hand menu, which shows all starred documents – regardless of which subfolder they are stored in. This makes it even easier to find important files.

Additional Preview Options for Documents​

For connected SharePoint Online libraries, the browser preview is now also available for more specific file formats such as MSG, ZIP, or audio files – no download required.

With the new "Open Folder" option, you can now open the folder location of a document directly – whether you're using SharePoint or the File Server via the InLoox Desktop Tools. This gives you quick access to the document's storage path without detours.

A new virtual folder called "All Documents" now combines all project-related files in one place – even if they're stored in different subfolders. This makes it much easier to search across all folders for specific documents. Also helpful: the new column "Folder Name" shows the original location of each file.