EP365 Quick Actions the three dots next to a document, finally useful
Ten useful actions in the document library context menu — from saving to PDF through version compare to a sensitive-data check. Only actions SharePoint itself lacks, free for EasyPortal 365 customers. One package upload, the whole tenant, SharePoint and Teams.
Sound familiar?
Small things that stop nobody — but cost a few minutes every day, and occasionally a reputation. SharePoint can't do them, so they get done by hand.
“I open Word just to click Save as PDF…”
Sending a document as PDF, printing it or combining three files into one means opening applications, downloading and assembling by hand — for every document, again and again.
“Who can actually see this document?”
SharePoint permissions are groups nested in groups. A readable answer to a simple question — who can reach this file and how — is not something you get out of the box.
“Is there a birth number in it? And what changed since last time?”
Before sharing outside, you would like to know whether the document contains sensitive data and what was rewritten between versions. SharePoint shows you a list of versions — comparing the content is up to you.
What Quick Actions do about it
Five things you will feel on day one. The complete list of all ten actions is below in the details.
One menu item, an action panel that feels native
Every library's context menu gains an EP365 Quick Actions item — hovering opens a panel in the SharePoint look, organised into Document, Insights and EasyPortal 365. Actions you lack permissions for stay hidden; actions unavailable for a format honestly say why.
open the app → save as → download → send three dots → done
PDF without opening applications
Word, Excel and PowerPoint are converted to PDF by SharePoint itself — no external service. One click saves the PDF, another sends the document to the print dialogue, and a multi-file selection merges into a single PDF, e.g. as a meeting pack.
manual conversion and file assembly PDF, print and merge in one click
Who has access — in plain language
People, groups with expanded members, sharing links and who used them. With a print export for audits. Visible to permission managers only.
Sensitive data check
Personal identification numbers, IBANs, payment cards and phone numbers — the scan runs right in your browser, the document content goes nowhere. Findings are shown masked.
Straight into Controlled documents
If you run the Controlled documents app, send a file to the publication queue in one step — with protection against double publishing.
How to get it: three steps, ten minutes.
No order form, no licence, no project. Quick Actions come free with every EasyPortal 365 application.
For those who want to know more
All ten actions, a comparison with the alternatives, security and answers to common questions.
Copy a direct link
A readable absolute address of a document, folder or list item — without the sharing dialogue and without touching permissions. With multiple files selected, a link to each one is copied.
Save as PDF and print
Word, Excel, PowerPoint and RTF are converted by SharePoint itself — no external service, no consents. Print opens the print dialogue directly, without opening the application.
Merge a selection into one PDF
Select two or more documents and a single PDF is created in selection order — ideal meeting packs. If any file fails to convert, the action honestly stops.
Send by e-mail
As a link always; as an attachment via a draft in Outlook — nothing is sent automatically, you review the e-mail before it goes out.
Compare document versions
What changed between any two versions — added and removed paragraphs in colour, longer unchanged passages collapsed. On opening, the previous version is compared with the current one right away.
Who has access
A readable permissions summary: inheritance vs. unique setup, people and groups with roles, group members and sharing links including who used them. With a print export. Shown to permission managers only.
Document overview
View counts (total and last 7 days), search index status and content classification including the “no AI” flag. Every section honestly admits when data is unavailable.
Find file copies
Other occurrences of a file with the same name across all of SharePoint — including perfect copies that ordinary search hides. You only see content you have access to.
Sensitive data check
Personal identification numbers, IBANs, payment cards and phone numbers — validated against false positives, with masked findings. The scan runs exclusively in your browser; it does not replace DLP, but it answers immediately.
Send to Controlled documents
One step into the publication queue of the Controlled documents app — with a frozen snapshot of the file, protection against double publishing and a link to finish. Visible to publication team members only.
Document content stays with you
The sensitive data check, version compare and PDF merging run directly in the signed-in user's browser. Document content never leaves your Microsoft 365 — there is no server it could go to.
No extra permissions
The app requests no admin consent. The only optional exception is sending attachments by e-mail (Mail.ReadWrite) — without approval, sending as a link and everything else works unchanged.
Respects SharePoint permissions
All actions work strictly with the signed-in user's permissions. “Who has access” is visible to permission managers only; publishing to Controlled documents to publication team members only.
No licence key, no telemetry
Quick Actions have no licence, measure nothing and report nothing. Our CDN only serves the application itself and version information — none of your data flows there.
Free with every EasyPortal 365 application
Every organisation using any EasyPortal 365 application gets Quick Actions for free — regardless of size or user count.
A taste of how EasyPortal 365 works
Quick Actions are our way of making your everyday work a little easier — and of showing what EasyPortal 365 applications feel like inside: fast, honest with data, and free of third-party servers.
Get in touch — Quick Actions are a good excuse to meet us. We'll work something out.
Is it really free?
What do we need for deployment?
What permissions does the app require?
Where do the sensitive data check and version compare run?
Does it work in Microsoft Teams?
What if we don't have the Controlled documents app?
How do updates work?
Apps Quick Actions meet along the way
Further reading on the blog
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