# Quick Guide to Using enaio® integration-for-microsoft-teams and enaio® webclient

enaio® • 10.10 »

enaio® integration-for-microsoft-teams Enables enaio® users to post enaio® documents in Microsoft Teams, thus giving Microsoft Teams users access to enaio® documents and their index data. Microsoft Teams users can also edit and replace these documents if the enaio® user permits this when creating an enaio® document.

enaio® integration-for-microsoft-teams is supported by enaio® webclient and enaio® webclient as a desktop application. You cannot use enaio® integration-for-microsoft-teams in enaio® mobile.

- enaio® webclient and enaio® webclient as a desktop application must be set up to work with Microsoft Teams. To do this, the 'msteams-client' and 'msteams-actions' microservices must be integrated into the enaio® system accordingly (see enaio® services-admin\ Microsoft Teams services ).

- The enaio® app must be enabled in the relevant teams, chats, and meetings in Microsoft teams.

## To share and edit enaio® documents in Microsoft Teams, follow these steps

enaio® documents can be shared in teams, chats, and meetings in Microsoft Teams. The procedure below explains how to do this in a team. The procedure for sharing and editing enaio® documents in chats and meetings is exactly the same.

1. Enable the enaio® app in the team in Microsoft Teams in which you want to share enaio® documents with other users.

   The enaio® tab will be displayed in the team.

2. Switch to enaio® webclient or enaio® webclient as a desktop application and select the document that you would like to share in Microsoft Teams.

3. Open the context menu and click Share in MS Teams.

   An enaio® token is created and copied to the Windows clipboard.

4. Switch back to Microsoft Teams and open the Posts tab in the team in which you want to share the enaio® document.

5. Click the New conversation button to create a new conversation and click in the input field there.

   Alternatively, you can also click the Reply field in a conversation that is already there.

   A row with function icons is displayed below the input field.

6. Click the enaio® icon in the command line.

   The enaio® dialog will be displayed.

7. Paste the enaio® token from the Windows clipboard into the input field of the dialog.

   Enable the Edit rights checkbox if you want to other Microsoft Teams users to be able to edit and replace the enaio® document you have shared.

   Then click the Send button.

   The enaio® document will be shared in Microsoft Teams and displayed in the Posts tab as a small preview.

   The enaio® document will appear in the document list in the enaio® tab.

   The enaio® token is only valid for a few minutes. If the token no longer works, then you will get an error message in Microsoft Teams. Confirm the error message by clicking OK, create a new enaio® token in enaio® webclient or enaio® webclient as a desktop application, and repeat steps 5 and 6 above.

8. Click the Open button below the preview. Alternatively, you can also click the relevant entry in the document list in the enaio® tab.

   The enaio® preview area will open in Microsoft Teams.

   The enaio® document you have shared is displayed in the content preview of the preview area.

   Clicking the Open in webclient button below the small preview will launch enaio® webclient and the document you have shared will be displayed in a hit list.

9. The following functions for editing the enaio® document are available to you in the preview area:

   - View content

     Displays the content preview of the preview area. Click this function to switch from the details preview to the content preview.

   - Download content

     Downloads the enaio® document to your local file system.

   - Edit content (only displayed if editing rights have been enabled)

     Opens the enaio® document in the application linked to this file type in Windows (for example, Microsoft Word for *.docx files). Changes that you make to the document and save will be transferred to enaio® and saved there as well.

   - Replace file (only displayed if editing rights have been enabled)

     Replaces the document you have shared in Microsoft Teams. The original document will also be replaced in enaio®.

     If the document you have shared is a W-Document, then a new variant will be created in enaio® (see enaio® webclient).

   - Remove file

     The document you have shared will be deleted in Microsoft Teams. The original document in enaio® will not be deleted.

   - Open in enaio® webclient

     Launches enaio® webclient and displays the document you have shared in a hit list.

   - Download OS file

     Creates an *.os reference file (see enaio® webclient\Internal references ). Reference files can be integrated into e-mails and Windows applications (for example, Microsoft Word, Excel, PowerPoint) and/or stored in the file system. Clicking a reference file will open the locally installed enaio® application (enaio® client, enaio® webclient as a desktop application, or enaio® mobile; enaio® webclient does not support this function) and display the document.

   - View index data

     Displays the enaio® index data of the document you have shared in the enaio® details preview. Click this function to switch from the content preview to the details preview.

   - Files

     Closes the preview area and displays the enaio® tab with the list of the enaio® documents you have shared.

Navigation | Navigate through the help pages using the table of contents on the left. If it is not displayed when the window width is small, you can temporarily show it via the hamburger menu on the right. Use the arrows on the toolbar to navigate to the next/previous page. You can show hidden areas. Use the toolbar to show all hidden areas at once:
--- | ---
Clicking the product icon in the header returns you to the beginning of the current area. Use the toolbar to access the initial page:

Full-text Search | The search does not feature case sensitivity. A search term is also found as part of a string. Multiple search terms in the exact order as entered will be found if they are enclosed in quotation marks (").
--- | ---
Boolean Operators | You can use the following Boolean operators:
AND | Finds the pages that contain all search terms. Spaces, '+', and '&' function the same.
OR | Finds the pages that contain at least one of the search terms. The pipe character (|) functions the same.
You can combine search terms and Boolean operators using parentheses. Example: Paul AND (Peter OR Meyer)
The current portal area is used for the search. You can use Google to search through all portal areas. Example: follow-ups site:help.optimal-systems.com

Please contact the OPTIMAL SYSTEMS technical editorial staff for questions and comments regarding the documention at dokumentation(at)optimal-systems.de.