Versions and what's new

Metadata with aspects: your own fields, categories, types and ownership

You now edit the properties of a document or folder with the fields your Alfresco provides for it, including those your organization has defined itself. Directly in the task pane, in Outlook, Word, Excel and PowerPoint.

• Edit properties: for each aspect and document type, the form shows a section of its own, for example "Contract" with contract number, term and contacts, in the order of your model. Choice lists, dates, yes/no, multiple values and references to documents have suitable inputs; Alfrodin checks mandatory fields, formats and value ranges before saving.
• Manage aspects: an aspect is a group of additional fields, for example "Effectivity" with "Effective From" and "Effective To". You add and remove aspects; before removing one, Alfrodin names the values that will be deleted.
• Assign categories: with the "Classifiable" aspect, you assign documents to categories from the category tree of your Alfresco, for example a region or a language.
• Change type and take ownership: on request, a document or folder receives a more specific type from your model, for example "Invoice", along with its fields. With "Take ownership" you become the owner of a document; the detail view shows the owner and the type.

Also in Alfrodin Web: the properties form, aspects, categories, "Change type" and "Take ownership" are available in Alfrodin Web as well.

Create and edit content: documents, templates and ZIP archives

You create new text, HTML, XML and JSON documents directly in the task pane, in Outlook, Word, Excel and PowerPoint, and edit their content in full screen.

• New in the folder: the "New" menu creates folders and text, HTML, XML and JSON documents, as well as documents and folders from templates. If you wish, Alfrodin opens a document from a Word, Excel or PowerPoint template in Microsoft Office right away.
• Edit content: you edit text, HTML, XML and JSON in the full-screen editor. In XML and JSON, faulty places are marked in red in the text, "Format" indents the content neatly, and zoom enlarges the view. Every save creates a new version.
• Unzip ZIP archives: "Unzip to..." places the contents of a ZIP archive, including its folder structure, in a folder of your choice; accents and umlauts in file names are preserved. In Outlook, you unzip a ZIP attachment directly into the open folder.

Also in Alfrodin Web: the "New" menu, the editor with zoom and "Format", and "Unzip to..." are available in Alfrodin Web as well.

Discover sites: find more sites and join them

"Discover sites" shows more sites with search, directly in the task pane, in Outlook, Word, Excel and PowerPoint.

• Join or request: depending on the site, you join with one click or request to join with a message. You can withdraw an open request if needed.
• For site managers: open requests and invitations appear in site management, and the gear icon shows the number of open requests. You accept a request with the right role or decline it.
• Requests in tasks: a join request names the person and the site. When approving, you choose the role; completed requests show the decision.

Also in Alfrodin Web: "Discover sites" is available as a tab of its own in the site list, as are open requests and invitations in site management.

Folder rules: process documents automatically

Folder rules run actions automatically as soon as documents arrive in a folder, change there or leave it. You set up the rules with "Manage rules" directly in the task pane, in Outlook, Word, Excel and PowerPoint.

• Actions: copy and move, check in and check out, link to a category, convert to another format such as PDF, send an email, set properties or run a script.
• Conditions: a rule applies to all items or only to matching ones, for example by name, size, MIME type, tag, category or type.
• For entire folder trees: subfolders inherit rules, a folder can use the rules of another folder, and "Run rules" applies them to existing documents.

More new features for tasks

• Record progress: in a task you choose the progress, for example "In progress", write a comment and save both with "Save and close", without completing the task.
• Pass on your own tasks: where the workflow allows it, you assign a task assigned to you to another person with "Reassign".
• One workflow for several files: when you select several files, "Start workflow" starts a workflow with all selected files.

Also in Alfrodin Web: folder rules and the new task features are also available in Alfrodin Web.

Alfrodin Web is available: Alfresco in the browser

Alfrodin Web is the Alfresco workspace in the browser, with no installation, on desktop, tablet and smartphone. It brings a new operating concept for Alfresco sites.

• Sites as tabs: several sites are open at the same time, and each stays exactly where you left it.
• Split view: two or more sites side by side; documents move between them by dragging, moved or copied.
• Edit in Office: one click opens a file from Alfresco in Microsoft Office (Word, Excel or PowerPoint); when you save, the changes go straight back to Alfresco.
• Central search: one field for documents, places and sites, refined by site, folder, file type, modification date, size and tags.
• Everything from Alfresco: all site modules, tasks and workflows with review report, and the administration of users, groups and sites.
• Secure sign-in: with password, OpenID Connect or Kerberos; Alfrodin Web connects only to the Alfresco server registered for your license.

Edit files directly in Microsoft Office

With "Edit in Office" you open a file from Alfresco directly from Outlook, Word, Excel or PowerPoint in Word, Excel or PowerPoint, on Windows and Mac. When you save, Office writes the changes straight back to Alfresco, and while you edit, the file is locked for others. Office signs in with your company account; chapter 3 of the manual describes the setup on the Alfresco server.

More new features

• Sign-in with Microsoft Entra ID: with your Microsoft 365 work account, multi-factor sign-in included. The manual describes the setup.
• Tags as search filters: As you type, the search suggests matching tags with their count; selected tags appear as chips in the filter bar.
• Find people by name: In "Manage permissions" the search finds people by first or last name, also by part of it.

Three new languages for Alfrodin

Italian, Dutch and Czech are new. Alfrodin is now available in seven languages, in the task pane, on the website and in both manuals.

Everyday improvements

• Filing with a prompt: When a file in the target folder carries the same name, Alfrodin asks: as a new version, under a new name, or skip. One answer covers all the rest if you like.
• Narrow the search: everywhere, in the open site, or in the open folder including its subfolders.
• Tags for several files: assign them to the whole selection at once and take them out again. The dialog shows which tags already occur in it, and how often.
• Refresh a folder: one click fetches the contents fresh from the server.

Manage your own account directly in Alfrodin

Password, email notifications and activity per site in one place in the settings.

• Change password: set your Alfresco password right in the task pane
• Email notifications: turn the emails Alfresco sends on and off
• Activity per site: decide per site what appears in your "Recent" list
• All in your Alfresco: stored on your server, with your permissions

User and group administration now directly from Alfrodin

Accounts, groups and roles in sites in one place: maintain profile details and access, set quotas, create groups and assign members.

• User accounts: profile details, access, password, administrator right and quota
• Groups: create, rename and maintain their members and subgroups
• Roles in sites: assign a site with a role to one account or a whole group
• Assignment from both sides: through the user or through the group
• Four PDF reports: users, groups, assignments and disabled accounts
• All in your Alfresco: stored on your server, with your permissions

Four more Alfresco modules integrated, site administration now directly from Alfrodin

Four more Alfresco modules

• Data lists: maintain the tasks, issues, contacts, events and locations of a site right in the task pane, custom list types included. Plus a full-screen table, a card view, filters for every field, CSV export and a PDF report.
• Calendar: the events of a site as an agenda in the task pane, and as month, week and day view in full screen. Recurring events are created directly in Alfrodin, and any event can be copied into Outlook with one click.
• Links: maintain, comment on and open the link collection of a site, in full screen as a list or as cards. References to Alfresco documents and folders open right in the task pane.
• Discussions: read and write topics and replies, in full screen with the familiar indented thread from Alfresco Share. The editor supports headings, lists, images and tables.

Manage sites and modules

• Site managers activate the modules of each site with one click; the module bar shows every member exactly the active modules. When a module is deactivated, its content is kept in the trash and can be fully restored at any time.
• Site administration right in Alfrodin: maintain members and roles, add groups, adjust title, description and visibility, and remove sites when needed.
• New sites can be created directly from Alfrodin, with title, identifier, description and visibility.
• All modules follow the permissions of your Alfresco server.

Built for everyday practice

• The new module bar guides you through all modules of a site as a toolbar, clearly arranged and in a fixed order.
• Alfrodin remembers where you were: site, module, folder, tasks and tab are right back the next time you open it.
• Export and reports: CSV export of data lists plus PDF reports for data lists, calendar and links, exactly in the view set on screen.

Email signatures and a reworked preview

Email signatures, centrally managed and inserted automatically

• Centrally controlled through your Alfresco groups
• Built in minutes from ready-made blocks, multi-column included, with live preview
• Content from your systems: Alfresco profile, AD/LDAP sync, group values
• Your own attributes, defined centrally and used anywhere
• Campaign-capable with start and end dates
• Multilingual, any number of versions
• Clear ranking when someone belongs to several groups
• All in your Alfresco, versioned and traceable
• Alfrodin inserts the right signature as you compose, in new messages, replies and forwards alike.

Preview, full view and downloading

• Microsoft Office documents, emails and text files are shown through the PDF version from Alfresco, even when it still has to be generated.
• The full view stays open while you page through the folder and is now available for text files as well.
• Zooming with the zoom gesture on the trackpad, in addition to the buttons.
• Downloading straight from the full view, either the original or the PDF version.

Attach Alfresco documents to the email you are writing

• New action in the document menu while composing an email: the selected Alfresco file is attached directly to the open email.
• Shown only where it makes sense - when writing an email in Outlook, for files.
• Works in every compose window - new emails, replies and forwards - alongside the existing send-as-link options.

Alfresco Wiki & Blog - read, write, comment and publish

• Wiki and blog, right inside Alfrodin - full-screen readers and rich editors, no browser needed.
• Wiki: read, write and link pages with internal [[links]], embedded images and full version history.
• Blog: read, write, comment on and publish posts - with drafts and a filterable feed (All, Published, Drafts, Mine).

Smart Alerts - never forget to file an email

• When you hit Send, Outlook asks whether the email should be filed in Alfresco - rule-based (external recipients, attachments, domain list).
• File the email right from the dialog, before it is sent.
• New "Smart Alerts" section in Settings - the feature is opt-in and disabled by default.
• New language: the entire add-in and website are now available in French - alongside English, German and Spanish.
• Unified actions menu: every list now uses a single three-dots menu instead of many inline buttons - with move, copy, ZIP download (folders), new version and favorites.
• Send Alfresco documents by email: open a new Outlook email with the document as a link, a public share link (with expiry) or a file attachment.

Drag & drop

• Upload files and entire folders from your computer by dragging them into Alfrodin - the folder structure is preserved.
• Drag emails straight from your Outlook inbox into an Alfresco folder to archive them.

Alfrodin is here

Initial release: browse sites and folders, upload and archive emails and attachments, full-text search, previews, versioning, check-out/check-in, comments, tags, workflows and tasks - in Outlook, Word, Excel and PowerPoint. Available via Microsoft Marketplace and Digistore24, with SSO and OIDC (Keycloak) sign-in.