Quick Guide to Using enaio® integration-for-microsoft-teams and enaio® client
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® client 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.
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.
Switch to enaio® client and select the document that you would like to share in Microsoft Teams.
Open the context menu and click Actions > Clipboard > Share in Microsoft Teams. Alternatively, you can also use the function in the Hit ribbon tab or the Folder ribbon tab.
An enaio® token is created and copied to the Windows clipboard.
Switch back to Microsoft Teams and open the Posts tab in the team in which you want to share the enaio® document.
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.
Click the enaio® icon in the command line.
The enaio® dialog will be displayed.
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® client, and repeat steps 5 and 6 above.
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.
The following functions for editing the enaio® document are available to you in the preview area:
Displays the content preview of the preview area. Click this function to switch from the details preview to the content preview.
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® client).
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 a *.os reference file (see enaio® client). 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.
Closes the preview area and displays the enaio® tab with the list of the enaio® documents you have shared.