The Workplace for Windows and Mac app

Workplace v10 features "cloud drive," which transforms your cloud repository into a virtual local library, so you can...

• Enjoy full access to all of your Workplace files right on your PC.
• Make your files available offline by syncing them from the new file or folder right-click menu in The Workplace app interface or in The Workplace Folder interface.
• Use these context menus to quickly and easily perform common functions like sharing with your team, creating and managing public shares, file locking, and marking items as favorites.

You can now control the drive letter for your Workplace Folder. This provides a more familiar experience if you're accustomed to using mapped drives to network shares or external drives. It's also a more elegant solution if you use absolute links to documents.

We've reworded our Disable Workplace Upgrade Notifications policy, which is now called Restrict Update Automation. That's because our new app supports automatic update with no user intervention required.

This policy will:

• disable upgrade notifications on v8 and earlier.
• prevent auto-update of the new Workplace app (if you prefer to manually update using Datto RMM or something similar).

If you have multiple Workplace accounts, you can associate them all with one instance of Workplace for Windows and Mac. This allows you to seamlessly switch between accounts. You can also remove accounts. For more information, please refer to Switch between Workplace accounts.

A sleek, intuitive user interface makes is easy to locate what you and your team have worked on recently in the Workplace app. Favorites and locked files each have their own display tab as well. The search feature allow you to find your items by name or by name and file content.

Context menus in the app interface make your options clear and easily accessible. To access these menus in tthe app interface, just right-click an item. You can also access the context menu in the main interface using the element that appears on the right side of any line item.

Just as they do in the Workplace app interface, context menus in your Workplace Folder make your options clear and easily accessible. To access these menus in the Workplace Folder, just right-click the item.

Folder Context Menu	File Context Menu
Workplace Folder

The icons associated with each item in the Workplace Folder allow you to instantly see what state they're in. And whether you're in the main interface or in the Workplace Folder, our icons always mean the same thing:

Icon	Meaning
	The item is available to you when you're online.
	The item has been synced and is available to you offline.
	The item has been locked.
	The item has been locked by another user.
	The item is one of your favorites.
	The item has been publicly shared.

Workplace for Windows and Mac (v10) is the default installation app for the Workplace service. For detailed instructions on installation, please refer to Install or uninstall the Workplace app.

If you're and administrator interested in deploying Workplace for Windows and Mac to your users remotely, please refer to Silent installation.

1. In your taskbar/menu bar, click the icon.
   
2. The main interface will display:
   

NOTE  You can search either by item name or by name and file content. To change your search type, click the icon to the right of the search field, hover over Search In, and select your preference for search type. You may enter your search term(s) before or after you make your search type selection.

1. In your taskbar/menu bar, click the icon.
2. In the Search field, begin typing your query.

3. Your search results will display below the search field and will be refined further as you type.
4. In the results area, double-click a file to open it on your device, or double-click a folder to open it in your Workplace Folder. You may also right-click an item to reveal additional options.

1. Execute a search.

2. Click the small pushpin icon in the upper right corner of the search results area.

3. To unpin your search results, click the pushpin icon again.

NOTE  once your search results are pinned, you can close the app window by clicking the Workplace icon in your taskbar. Workplace remembers your pinned search selection, so the next time you execute a search, the app will use the last state (pinned or unpinned) that you set.

1. In your taskbar/menu bar, click the icon.
2. Click one of the item view links. Your options are On Device (Windows only), Favorites, Recently Viewed, Team Activity, and Locked.
3. Double-click a file to open it on your device, or double-click a folder to open it in your Workplace Folder.

1. In your taskbar/menu bar, click the icon.
2. Click the button at the bottom of the window to simply pause until tomorrow, or select a duration. The Workplace service will resume automatically at the end of that period.
3. To manually resume the service, click the button.

1. In your taskbar/menu bar, click the icon.
2. Click the icon in the top right portion of the view.

1. In your taskbar/menu bar, click the icon.
2. Click the icon in the top right portion of the view. This popup window will display:
   
3. Enter a name for the project.
4. Click OK.

NOTE  You must be online to sync items for offline use.

1. Open your Workplace Folder or click the icon in your taskbar/menu bar.
2. Locate the file or folder you wish to make available offline.
3. Right-click the file(s) or folder(s), or click the element on the right side of the item line.
4. Go to Sync on the menu, then select Available Offline from the submenu. The icon associated with the file will change to when the sync is complete.

1. In your taskbar, click the icon.
2. Click the On Device tab. All items that are synced for use offline are listed in this view.
   

SECURITY  You must have the correct permissions in order to share items. For more guidance on sharing safely, please refer to Manage project, folder, and file team shares.

NOTE  You must be online to share items.

1. Open your Workplace folder or dashboard.
2. Navigate to the project, folder, or file for which you want to create a public share.
3. Right-click the item.
4. Select Share, then select a share option from the secondary menu.
   
   If you select Edit Team Share, please refer to Share a project or folder for your next steps.
   
   If you select Create Public Share, the interface below will display:
   
5. Toggle the Allow Public access to this project via a Public Share Link switch on.

NOTE  Use the arrows buttons to expand or collapse the panels. When a panel is collapsed, a summary of the settings is displayed below each section header.

6. Click the public share option you wish to apply, then configure any additional share options you wish to apply. The following options are available:

7. Click the Copy Link button to copy the public share link to your clipboard. Click the Close button to close the window.
   

NOTE  Once you have created a public share for an item, the Edit Public Share... option will become available for that item.

1. Open your Workplace Folder or click the icon in your taskbar/menu bar.
2. Locate the shared file or folder.
3. Right-click the item or click the element on the right side of the item line.
4. Go to Share on the menu, then select Copy Public Link or Copy Team Share Link. The link will be copied to your clipboard.
   

NOTE  You must be online to lock or unlock items.

1. Open your Workplace Folder or click the icon in your taskbar/menu bar.
2. Locate the file you wish to lock or unlock.
3. Right-click the file, or click the element on the right side of the item line.
4. Select Lock to lock the file or Locked to unlock a locked file.
   

NOTE  If you are performing this function in your Workplace Folder and have selected multiple items, your options will be Lock and Unlock. Your selection will be applied to all selected files.

NOTE  You must be online to favorite or unfavorite items.

1. Open your Workplace Folder or click the icon in your taskbar/menu bar.
2. Locate the file or folder you wish to favorite or unfavorite.
3. Right-click the item, or click the element on the right side of the item line.
4. Select Favorite to favorite the item(s) or Favorite to unfavorite the item(s).
   

NOTE  If you are performing this function in your Workplace Folder and have selected multiple items, your options will be Favorite and Unfavorite. Your selection will be applied to all selected files.

1. Click the icon in your taskbar/menu bar.
2. Click Recently Viewed.
3. Right-click the item you wish to remove and select Remove from Recent.

1. In your taskbar/menu bar, click the icon.
2. Click the icon and select Add Account... This will open either your Active Directory login or a Workplace setup wizard.
3. When prompted, enter the email address and password associated with the account you want to add. Click either Next or Continue to move the process forward.
4. If the account you're adding has no linked accounts, you've completed the process and the Manage Accounts window will display. If the account you're adding has linked accounts, you'll see the window below:
   
5. Select the account you'd like to add.
6. Click Next. If the account you've selected has a different password from the one you entered in step 4, this will open the window below:
   
7. Enter the password associated with the account you selected.
8. Click Next. The process is complete and the Manage Accounts window will display:
   
   

1. In your taskbar/menu bar, click the icon.
2. Click the icon and place your cursor over Switch Accounts.... Select Manage Accounts... from the secondary menu. This will open the Manage Accounts window:
   
3. Click the account you wish to remove to highlight it.
4. Click Remove Account....

IMPORTANT  There is no confirmation popup for this function. Once you click Remove Account..., the account is removed from this instance of Workplace for Windows and Mac. You can, however, add it again.

1. In your taskbar/menu bar, click the icon.
2. Click the icon and place your cursor over Switch Accounts....
   
3. Select the account you wish to switch to from the secondary menu.

NOTE  The account you're currently working with will have a check mark next to it.

1. In your taskbar/menu bar, click the icon.
2. Click the icon and place your cursor over Switch Accounts.... Select Manage Accounts... from the secondary menu.This will open the Manage Accounts window:
   
3. Select an account, then click a function button to execute that function.

1. In your taskbar/menu bar, click the icon.
2. Click the icon and select About... from the menu.
   

1. In your taskbar/menu bar, click the icon.
2. Click the icon and select Help... from the menu.
   
3. Click the Learn More button in the resulting popup window. The online help system will open in a browser.
   

SECURITY  You will not be able to perform this function if the Select Policies policy is enabled.

Datto Workplace's Smart Caching stores files when opening them without syncing them first. Often, due to this mechanism, files you worked on recently will be available offline even if you have not synced them. The larger the cache size, the more likely the file will be available when offline.

1. In your taskbar/menu bar, click the icon.
2. Click the icon and select Settings... from the menu. The Settings window will open to the Workplace tab:
   
3. Adjust the entry in the Local Smart Cache field.
4. Click OK.

NOTE  For detailed instructions on this and related processes, please refer to Workplace app Workplace tab.

SECURITY  You will not be able to perform this function if the Select Policiespolicy is enabled.

1. In your taskbar/menu bar, click the icon.
2. Click the icon and select Settings... from the menu. The Settings window will open to the Workplace tab:
   
3. Make a new selection in the Workplace Folder Drive Letter field.
4. Click OK.

NOTE  For detailed instructions on this and related processes, please refer to Workplace app Workplace tab.