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Installing the Ideagen Collaboration Portal desktop app
Who is this article for?
Users needing to install the desktop application.
No special access or permissions are required.
The Ideagen Collaboration desktop application not only provides fast and easy access to recent and bookmarked files, and Workspace folders, but also adds key collaborative features to many of your existing desktop applications.
Open documents stored in Ideagen Collaboration Portal in Microsoft Office; make edits and comments, then save back into Collaboration Portal seamlessly.
Downloading the app
Select your version below to download the installer to your device:
Important
Before installing the new version of your desktop app, please completely uninstall the old Collaboration Portal Desktop app.
Tip
We've recently updated our desktop application. You can find more information in our dedicated Community post.
Features
Open, edit and save
- Direct from the web. Starting from a file preview in Collaboration Portal, open your files directly into desktop applications including Microsoft Word®, Excel®, and PowerPoint®.
- Work the way you want to. Save your files from within your desktop applications to automatically upload a new version directly to Collaboration Portal.
Add content
- Uploading made easy. Add new files or versions to Collaboration Portal right from your desktop.
- Work the way you want to. Drag and drop files, right-click and save from file explorer, or use the upload feature in Collaboration Portal Desktop.
Collaborate within Microsoft Office
- Open and save to Collaboration Portal. Save your work to Collaboration Portal without leaving your favorite Microsoft Office applications, including Microsoft Word®, Excel®, and PowerPoint®.
Open recents
- Pick up where you left off. Don't waste time searching for your files. Collaboration Portal Desktop makes it simple to find and open your recent files.
- All in one place. Find and open files that you've used across Collaboration Portal's Web, Desktop, iPhone, iPad and Android apps.
Version control
- Eliminate conflicts. No more duplication of effort or version conflicts. Files are automatically locked while you are editing.
- Team visibility. Easily see who's working on a document.
Work offline
- Keep working. Bookmark up to 50 files for offline access, so you can keep on working even when you don't have an internet connection.
- Synchronized. Changes to offline files are automatically synchronized back to Collaboration Portal when an internet connection is established.
- Recent files. If you unexpectedly lose your connection, your recently opened files can be saved for offline access.