Workspaces

Your workspace is the whole Ordalie space you work in. Within it, you can connect outside storage and mailboxes so their files are available in Ordalie without first copying everything across. Each place you connect — a drive such as OneDrive, or a mailbox — appears as a connected source under the Documents section of the left sidebar, next to My space and, where your organization runs it, the Vault.

Connecting a source

To connect one, use Connect a source at the top of the Documents section in the left sidebar, or open Settings and go to the Integrations tab. Both open the same list of connectors. Most connectors are personal: you sign in with your own account and the files stay tied to you — OneDrive, SharePoint, Dropbox, Box, Nextcloud and Odoo for storage, and Gmail, Outlook or another mailbox over IMAP for email. A few are set up for the whole organization by an administrator, such as a tenant-wide SharePoint connection, shared mailboxes, or the Vault.

What Ordalie can do

When you connect a source, you choose its access level. Read Only lets Ordalie browse, read, search and reference the files. Read & Write, where the connector supports it, also lets Ordalie create new documents, add folders and start blank documents in the connected location. Ordalie never deletes your existing files.

Bringing your files to the assistant

Once a source is connected, you can bring its files into your work by typing @ when you write to the assistant or fill in a workflow. That opens your sources, so you can browse the connected folders, find a file and attach it to the conversation or workflow at hand. Attachments from connected mailboxes appear the same way.

Searching and previewing

Ordalie reads through the files it supports so it can search across them and cite them back to you. Depending on the file, you may see a normal document preview, a spreadsheet view, a plain-text or CSV view, or a preview of a document held in its source. Files that are very large, or in a format Ordalie cannot display, can still be referenced even when there is no full preview.

Permissions

Ordalie keeps to the permissions of the system it is connected to. If you cannot open a file where it actually lives — in SharePoint, OneDrive or anywhere else — connecting it as a source does not open a way around that. Organization deployments can add their own controls on top.

Sources and projects

A connected source follows a storage location, mirroring what is in that drive or mailbox. A project is different: it is where you assemble everything that belongs to one matter — documents from several sources, files you imported into Ordalie, and the conversations about them — so the assistant can work across them together.