• Save to SharePoint
  • Completing Metadata / Columns
  • Automatic Metadata Capture
  • Rename and replace files
  • Copy Metadata
  • Replace item in SharePoint

Replace existing files in SharePoint

A common scenario is to receive emails with attachments where the sending party has renamed/used a different filename to the item in your SharePoint library. To rename the attachment/document being saved and replace/version the item in SharePoint/Office 365 using OnePlaceMail and OnePlaceDocs:

1. Save the file, document or email attachment to SharePoint and show the Save to SharePoint window
2. Select a location in the navigation tree to save the document
3. Select the 'Location Content' tab and find the document you would like to replace
4. Right-click on the document and select 'Replace item in SharePoint'
   1. You will be asked if the existing metadata should be retained/used as default values in the Save to SharePoint window.  By selecting 'Yes', all values will be copied to the Save to SharePoint Window 
5. Select 'Save'