Who is this article for?

Users who want to learn to use the Docs explorer.

No elevated permissions are required.

The Docs explorer is a desktop companion to Ideagen Mail Manager: Enterprise that makes working with SharePoint and Microsoft 365 content fast and intuitive. It allows users to access, save, and manage documents and metadata directly from Windows Explorer—without needing to open a browser or switch applications.

1. Ways to save content

• Right-click on a file to send it to SharePoint.
• Drag and drop files into a SharePoint location.
• Click the upload button to browse and select a location in Windows Explorer.

2. Available actions

• Create a new folder, document set, or list item.
• Copy link to an item to share with others.
• Move an item from one location to another. If the content type is available at both source and destination, metadata will also be moved.
• Check in or Check out a file for editing.

3. Automatic launch

Docs explorer for SharePoint starts automatically and runs as a Windows task tray application, making it easy to access whenever you need it.