1. BI Share
Quick reference guide

2. Starting the program The program is ready to work Status panel
Clicking opens the
Main form (Quick Access)
Drag the document on it for its saving
Program initialization - the main form is not available
The icon indicates that the program makes a long operation.
Double-click opens the main form
Configuration update
Offline mode - while maintaining an open document does not synchronize with SharePoint Portal
Exit program
Opens Quick Access
form
About
When you right-click on the program icon

3. Main interface (Quick Access)
The top control panel
Long operations
Progress bar   
Dashboard
Documents List Area
Document library
Navigation panel
Document profile area
The bottom control panel

4. Main interface (Quick Access)
The top control panel
Import document, folders with documents or document versions
List of links for a quick jump
Current user Information
Search by document profile and “Smart Search (KQL)”
“My Links” management
The “Catalogs“ updating
Run the program settings
“Workspace” management
View / change document properties
Dashboard
Go to current SharePoint Portal
Transitions along the document’s path or information about the current request

5. Main interface (Quick Access)
Document library Navigation pane
The last 30 editable documents for the last 30 days of the primary "Document library"
Saved references to the Documents and Folders
Library Name (while clicking transition to folders view)
The last 30 editable documents for the last 30 days in the "Documents Library"
Filter documents by Document Library Templates
Checked-out documents filter
Dynamically saved document filters on the "Search Profile"

6. Main interface (Quick Access)
Send a document/a link to a document by
Documents List Area
Open document SharePoint Portal location
Download / open the document from SharePoint Portal
Change the document properties
Import external document as document version
Right-click*
Documents and folders
list Panel
Opening web document cards on the SharePoint Portal
Add a document or a folder to the “Workspace”
* - Duplicated at the top of the control panel

7. Main interface (Quick Access)
Document profile
Directory
Structure
Directories navigation links
Document number and version
Document history
View/restore document version
Document visions list
Version comment

8. Main interface Bottom control panel
Recently Edited Documents
Link on current SharePoint Portal
# Document number (search by document number, otherwise search by document name)
Update document list
«Quick» search
Document Profile Search
The last 10 documents in the Library
Current Site and Document Library
Documents search card
Search by fields, and the document history
Updating the directory

9. Saving, importing document or folder
Current Site and Document Library
Document Name
Document
properties
Document Description
Add a version to an existing document
Restrict access*
Updating the directory
File or folder directory path
View document location in the Web browser after saving
* - When the access is restricted the rights of the current user of the owner; for additional rights, please use the web card document.

10. MS Office 2010/2013/2016 integration
Short Document Library name number and version in the document name
Open Document for SharePoint
Save Document
About
Save document as version
Import an external document as a version to the existing
BI Share Tab
Add document info
to Document Header
Outlook Integration