JungleDocs 365 | Opening the app

In this tutorial for JungleDocs 365 you will learn 3 ways to open the app.


Opening JungleDocs 365 for the first time?

Then we recommend you open the app through either option 1 or 2. As you will not yet have set your libraries, JungleDocs 365 will show up empty.


1. Open from SharePoint Library - Modern View

Open from modern view
Navigate to a library you want to create a document or item.

Using list items

With JungleDocs 365 you can use the meta data stored in list items to create new list items or documents. If you want to use list items to create documents or new list items, open a list and select one or multiple items that you want to use in JungleDocs 365. Once you have done that, open JungleDocs 365 from the menu bar.

Example

You can use JungleDocs 365 to extract specific meta data from a list item, to create a new list item or to add to a document. For example, it is possible you want to create one or more new list items that contain a Company name and the Company's phone number. To achieve this you would select the list items you want to use, and then open JungleDocs and run a New and From existing rule.

Using documents

In the same way you can select documents to use with JungleDocs 365. You could, for example, select a document to copy it.


2. Open from SharePoint Library - Classic View

Open from classic view
Navigate to a library you want to create a document or item.

Using selected list items

If you want to use list items to create documents or new list items in SharePoint's classic view, open a list and select one or multiple items that you want to use in JungleDocs. Now open JungleDocs from the ribbon. 

Using existing documents

In the same way you can select documents to use with JungleDocs in Classic View.


3. Open from Site Contents

This method is not recommended when you are opening the app for the first time (on a new site). The reason we recommend option 1 or 2 over 3, is that JungleDocs would not know which library it should start creating your documents or items in. 

1. Open Site Contents.

2.  Find JungleDocs and open the app.


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