Table of Contents

At a Glance

Opening Filamente

SharePoint Sites, Microsoft OneDrive and Regular Web Pages

SharePoint Lists, Document Libraries and Sub sites

Hiding sub sites and lists
Showing the sub sites and lists that you hid

SharePoint List Items

  • Adding a List Item (Full version
    only)
    Editing a List Item (Full version
    only)
    Deleting a List Item (Full version
    only)
    Sending a List Item as an Email Me
    ssage
    Attach a document to a List Item (Full version
    only)
    Attach a picture from Photo Album to a List Item (Full version
    only)
    Add a Personal Note (Full version
    only)
    Start an Approval Workflow (Full version
    only)
    Approve or Reject an Approval Workflow (Full version only)

SharePoint Documents

Opening a Document

Creating a Folder (Full version only)

Deleting a Folder (Full version only)

Sending a Document in an Email Message

Uploading from Local Documents (Full version only)

Uploading from Photo Album (Full version only)

Using SharePoint 2010 Ratings Feature (Full version only)

Favorites

Local Documents

Deleting a Document

Offline Management

To enable Offline Sync at a document library or list level

Open-In Function

Passcode Lock

Activating Passcode Lock

Deactivating Passcode Lock

Dropbox Integration

Linking Dropbox Account

Unlinking Dropbox Account

Transferring a file from Dropbox to SharePoint

Transferring a file from SharePoint to Dropbox

Theme

iTunes File Sharing

 


At a Glance

Filamente, a native Apple iOS client for SharePoint, allows you to perform various tasks that you cannot do using a regular web browser on your iPad or iPhone such as document and picture upload, offline access and managing multiple SharePoint sites.

 

Opening Filament

Open Filamente application: Tap Filamente icon on the Home screen.

Close Filamente application and return to the Home screen: Press the Home button.

Delete Filamente application from the Home screen: Touch and hold the application icon until it wiggles and an appears. Tap to delete the application.

Important: Deleting the Filamente application from iPad also deletes the documents and data stored in the application.


SharePoint Sites, Microsoft OneDrive and Regular Web Pages

You can register multiple SharePoint sites to Filamente as well as non-SharePoint sites such as regular web pages. Filamente has been tested with Microsoft Office 365, Microsoft SharePoint 2013, SharePoint 2010 and Microsoft Office SharePoint Server 2007.

Adding a SharePoint site

  1. Tap Set up my SharePoint site or tap .
  2. From Choose Site Type view, tap SharePoint site.
  3. From Add SharePoint Site View, provide necessary information for fields
  4. Tap Manage User under User Information section.
  5. Provide Username and Password (If you already registered SharePoint sites, you can select user credentials from the existing list instead of typing the same user credentials)
  6. Tap Save. (Activity Indicator will appear, Add Site View will disappear, and Sites View will display the newly added SharePoint site under SharePoint sites section).

 

Adding a My Site or OneDrive

  • If you have OneDrive for Business or My Site configured for a SharePoint site, when a SharePoint site is added, your OneDrive or My Site will automatically appear under the MY SITES / ONEDRIVE section.

 

Adding a Regular Web Page

  1. Tap .
  2. From Choose Site Type view, tap Custom link.
  3. Provide necessary information for fields
  4. Tap Save.

 

Editing a site

  1. Tap Edit from Sites View.
  2. From Edit Site View, edit necessary data, then tap Save.
  3. Tap Done to finish.

 

Deleting a site

  1. Tap , and tap Delete.
  2. Tap Done to finish.

 

Change order of sites

  1. Tap Edit from Sites View.
  2. Change order of sites.
  3. Tap Done to finish.


SharePoint Lists, Document Libraries and Sub sites

When you tap a SharePoint site, Filamente displays document libraries, lists and sub sites in the SharePoint site. A badge icon indicates how many items a document library or list contains.

Tag a document library or list as Favorite: You can tap to tag a document library or list as a favorite list.

Refresh sub sites and lists: Filamente retrieves the latest sub sites and lists from a SharePoint server automatically every hour. If you’d like to refresh Filamente with the latest data manually, tap  in the bottom left corner.

 

Hiding sub sites and lists

  • Swipe an item, then tap Hide.

 

Showing the sub sites and lists that you hid

  1. Tap the square icon at the bottom left corner.
  2. Select a cell to show.
  3. Tap Apply.


SharePoint List Items

When you tap a SharePoint list or document library, Filamente will display list items or documents.

Tag a document library or list as Favorite: You can tap to tag a list item or a document as favorite.

Switch a SharePoint view: You can tap a SharePoint view among the list of SharePoint views located beneath a Search bar. You can drag the SharePoint views menu to see the entire list of available SharePoint views.

Sorting by a SharePoint field: You can tap a SharePoint field among the list of SharePoint list fields located beneath the SharePoint views. You can drag the SharePoint fields to see the entire list of available SharePoint fields.
Filtering by a SharePoint field: You can long-press a SharePoint field among the list of SharePoint list fields located beneath the SharePoint views. Once you select filter values, tap Apply. To clear filtering, tap Clear.

 

Refresh items: SharePoint items are refreshed automatically every hour. If you’d like to get latest items manually, tap  in the bottom left corner.

 

Adding a List Item (Full version only)

  1. Tap .
  2. Provide values to fields, then tap Save.

 

Editing a List Item (Full version only)

  1. Tap Edit.
  2. Tap Edit Item.
  3. Edit fields, then tap Save.

 

Deleting a List Item (Full version only)

  • Swipe an item, then tap Delete.

 

Sending a List Item as an Email Message

  1. Tap the Action icon, and tap Email Item in the top right corner.
  2. In Email, create a new message, then tap Send.

Attach a document to a List Item (Full version only)

  1. Tap Edit in the top right corner.
  2. Tap Attach from Local Doc.
  3. In Upload Document view, select a document you want to upload.
  4. Tap Upload.


Attach a picture from Photo Album to a List Item (Full version only)

  1. Tap Edit in the top right corner.
  2. Tap Attach from Photo Album.
  3. In Photo Albums view, select up to 10 pictures you want to upload.
  4. In Upload Document view, tap Upload.

 

Use Breadcrumb for quick navigation: Tap a link in Breadcrumb to jump to Workspace, top-level site or a sub site.

 

Add a Personal Note (Full version only)

You can annotate a SharePoint list item or document with a personal, local note. The note stays locally in Filamente instead of being saved in SharePoint.

  1. Tap the Action icon, and tap Personal Note in the top right corner.
  2. Provide text, then tap Save.

Start an Approval Workflow (Full version only)

  1. Tap Edit in the top right corner.
  2. Tap Start Workflow.
  3. Tap Start.

Approve or Reject an Approval Workflow (Full version only)

  1. Tap Edit in the top right corner.
  2. Tap Approve/Reject.
  3. Choose your moderation status (Approved, Rejected, Pending).
  4. Provide Comment (Optional).
  5. Tap Save.


SharePoint Documents

When you tap a SharePoint document library or open an attachment for a SharePoint list item, you will be able to read a document, save it to Local Documents or email it to others. You can upload a document or a photo from Local Documents folder and Photo Album.

Opening a Document

  1. Tap a Document Library, such as Shared Documents or Pictures Library
  2. Select a document that you’d like to view.

 

View in full screen mode: Tap  icon to view a document in full screen mode. Tap the Exit icon to go back to a regular mode from a full screen mode.

 

Save to Local Documents: Once document is open, tap  icon to save the document to Local Documents.

 

Creating a Folder (Full version only)

  1. Tap  that is located at the top right corner of a toolbar.
  2. Tap New Folder.
  3. Provide a folder name to the New Folder dialog box and tap OK.

 

Deleting a Folder (Full version only)

  • Swipe a folder to delete, then tap Delete.

 

Sending a Document in an Email Message

  1. Once document is open, tap the Action icon, then tap Email Item.
  2. In Email, create a new message.
  3. Tap Send.

 

Uploading from Local Documents (Full version only)

 

  1. Tap  that is located at the top right corner of a toolbar.
  2. Tap Upload to Local Doc.
  3. Select a document that you want to upload.
  4. Tap Upload.

 

Uploading from Photo Album (Full version only)

  1. Tap  that is located at the top right corner of a toolbar.
  2. Tap Upload to Photo Album.
  3. From Photo Albums View, select up to 10 photos or videos that you want to upload.
  4. Tap Upload.
  5. Tap

 

Using SharePoint 2010 Ratings Feature (Full version only)

When a Ratings feature is activated on your SharePoint 2010 document libraries, you can view ratings of documents and provide your own rating for a selected document.

 

Favorites

Filamente aggregates all SharePoint lists and items that are tagged as favorite in a single view called Favorites. This is a convenient way to mange data scattered in various SharePoint sites in a single location.

Tag a document library or list as Favorite: You can tap  to tag a document library or list as a favorite list.

Tag a document library or list as Favorite: You can tap  to tag a list item or a document as favorite.

 

Local Documents

Using Local Documents view, you can view documents that you saved from SharePoint. You can also create and edit a text file using a built-in text editor.

Deleting a Document

  1. From Local Documents, swipe a document that you’d like to delete.
  2. Tap button to confirm deletion.
  3. Alternatively, you can tap Edit, and then tap icon to delete a document.

 

Rename a document: You can tap Edit, then tap a document to rename a document.


Offline Management

Using Filamente, you can browse sites, document libraries and lists even when you do not have an Internet connection. Offline Support feature uses cached data when you are browsing SharePoint contents, and so it provides a fast navigation experience.

To enable Offline Sync at a document library or list level

  1. Tap a SharePoint site
  2. Tap “Offline Sync” button for a document library that you would like to enable the offline sync
  3. Tap Save
  4. Tap the “Start Sync” in the upper right corner

 

Open-In Function

You can download document sent via email to Filamente for the iPad. Filamente will open Microsoft office documents and PDF files. To open your document in Filamente, follow these steps:

  1. Open the iPad’s Mail app.
  2. Find a message with an email attachment.
  3. Tap the attached file
  4. Tap Open In Filamente in the top left corner

Your document will be automatically saved to Local Documents in Filamente.

 

Passcode Lock

Filamente provides an additional layer of security by allowing you to configure an application-level passcode. Once configured, Filamente will prompt you to provide a passcode whenever Filamente is open or reactivated.

 

Activating Passcode Lock

You can turn on passcode lock by following these steps:

 

  1. Tap Settings button in the bottom right corner.
  2. Turn on Passcode Security.
  3. Provide your passcode for Filamente.
  4. Confirm your passcode for Filamente.

Deactivating Passcode Lock

To deactivate the passcode lock feature, tap Settings button, and turn off Passcode Security.


Dropbox Integration

Once you link Filamente to your Dropbox account, you can transfer files between your SharePoint site and Dropbox through Filamente.

Linking Dropbox Account

You can link Filamente to your Dropbox account by following these steps:

  1. Tap Settings button in the bottom right corner.
  2. Tap Link Dropbox Account.
  3. Provide your email address and password for your Dropbox account.
  4. Tap the Link button.

 

Unlinking Dropbox Account

To unlink Filamente from your Dropbox account, tap Settings button, and tap Unlink Dropbox Account.

Transferring a file from Dropbox to SharePoint

  1. Browse to a SharePoint document library.
  2. Tap icon located on the bottom right corner.
  3. Select Upload from Dropbox.
  4. Select a file to transfer.
  5. Tap Upload button

Progress bar will appear, and file will be transferred from Dropbox to SharePoint.

 

Transferring a file from SharePoint to Dropbox

  1. Browse to a SharePoint document library and open a file (Or browse to a SharePoint list and open an attachment in a list item).
  2. Tap located on the bottom right corner.
  3. Select Upload to Dropbox.
  4. Select a folder in which the selected file will be uploaded.
  5. Tap Upload button

Progress bar will appear, and file will be transferred to Dropbox.


Theme

Filamente provides a several themes (look & feel) that you can choose from. Filamente will show you the applied theme immediately, and the change does not impact any functionality that Filamente provides.

You can change a theme of Filamente by following these steps:

  1. Tap Settings button in the bottom right corner.
  2. Tap Theme.
  3. Tap a theme that you would like to use.


iTunes File Sharing

Using iTunes 12.0 or later, you can copy files to and from your computer and Filamente on iPad, iPhone or iPod Touch. For example, you can copy a document from your Mac or PC to Filamente so you can open it from Filamente on iPad, iPhone or iPod Touch.