Workspaces

A workspace is the way Ordalie lets you work directly from a connected location -- for example OneDrive, SharePoint, Google Drive, Dropbox, Box, Nextcloud or a local/organization source -- without first duplicating every file into Ordalie.

What a workspace is

A workspace presents files from a connected source inside Ordalie. You can browse folders, search content, mention files in the assistant and use them in workflows while the original files remain in their source system.

Workspaces are different from Projects. A workspace follows a storage location. A project groups everything that belongs to a matter, even when the material comes from several workspaces, imported Ordalie documents and conversations.

Available operations

The available actions depend on the integration and the access level you chose during connection. In read-only mode, Ordalie can browse, read, index and reference files. With read/write access where supported, Ordalie can also upload files, create folders, create blank documents, and delete files or folders from the connected source.

Using workspace files with the assistant

Type @ in the assistant or in a workflow input to open the source picker. From there, you can browse connected folders, search for a file and pin it to the current conversation or workflow. Email attachments and source-backed files can also appear in this picker when the corresponding integration is connected.

Indexing and previews

Supported workspace files are indexed so that Ordalie can search and cite them. Depending on the file type, Ordalie may show a native preview, a spreadsheet preview, a CSV/raw view, or a source-backed document preview. Very large or unsupported files may be referenced but not fully previewed.

Permissions

Ordalie does not bypass permissions from the connected system. If a user cannot access a SharePoint, OneDrive or other source file in the original system, a workspace or project should not become a shortcut to that file. Organization deployments can add additional controls on top of the source permissions.