We're pleased to announce the release of Autotask Workplace DesktopAlso known as the Workplace Desktop app, and in the context of this documentation, simply "the app," Workplace Desktop is the software installed on a computer that is responsible for synchronizing data between the local drive and the cloud. 7.1 for Windows, featuring an enhanced Outlook plugin.
The Workplace"Workplace" describes the Autotask Workplace service in its entirety. Outlook Plugin allows you to send Workplace file links from within Microsoft Outlook, making it easier than ever to share files and providing an simple way for files to be accessed and downloaded by recipients. It also avoids the issue of emails being blocked due to attachment size.
For complete instructions on all Outlook plugin features, please refer to Workplace Outlook Plugin.
The Outlook plugin will come bundled with Workplace Desktop 7.1 and will automatically install with Workplace Desktop.
Automatic Attachment Upload and Public Link Creation
When you attach a file to an email in the way you normally would, you now have the option to automatically upload the file to an “Outlook Attachments” project and create a public link. That link will then replace the standard attachment in your email.
The default auto-upload behavior is to prompt you for auto-upload, but the behavior can be set to always, prompt, or never. Public Link settings can also be configured. You will control these setting in Outlook plugin Preferences. For more information on Preferences, refer to Workplace Outlook Plugin.
For more information about public links, refer to Manage Project, Folder, and File Public Shares.
Thumbnails of attachments are displayed in the browse window when you attach a file using the Workplace Outlook Plugin.
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