Filing Documents, Posts, and Chat Threads from Microsoft Teams

enaio® client • 11.10 »

If your enaio® system is configured accordingly, you can use enaio® integration-for-microsoft-teams to file documents, posts from Teams channels, and chat threads directly in enaio®.

  • enaio® client must be set up to work with Microsoft Teams.

  • You will need a Microsoft Teams account.

  • The enaio® app needs to have previously been activated in the corresponding Teams channels or chats (the enaio® app enaio® tab is shown in the corresponding areas) in Microsoft Teams.

    How to add an app to Microsoft Teams is described in the Microsoft help (see Microsoft support External link: icon).

Filing Documents

You can file documents from Teams channels, chats, or meetings in enaio®. The documents need to be included in a post or message in Microsoft Teams. All attachments in a post or message are always filed as separate files in enaio®. Embedded images are treated like attachments.

Documents that have been stored under the Files tab in Microsoft Teams cannot be filed in enaio® with the app.

  1. In Microsoft Teams, open the Actions and apps icon Actions and apps menu in the post or chat with the document that you want to file in enaio®.

  2. In the Actions and apps icon Actions and apps menu, click the enaio® app enaio® button and in the submenu that opens, click the File files in enaio® function.

    Use the search function in the Actions and apps icon Actions and apps menu if you cannot find the enaio® app enaio® button immediately. If the button for the enaio® app enaio® app is still not shown, you need to first integrate enaio® integration-for-microsoft-teams (see Requirements).

    Microsoft Teams connects to enaio®.

  3. You can skip this step if you are already logged in to enaio®.

    If you are not yet logged in to enaio®, the login dialog will be shown.

    Enter your login data and then click the Login button.

The document is saved to the filing tray of enaio® client.

You can now switch to enaio® client into the filing tray and continue editing the document there (see Creating Documents in the Filing Tray).

Filing Posts and Chat Threads

Posts from Teams channels and chat threads can be filed in enaio® as HTML files using enaio® integration-for-microsoft-teams. The HTML files are initially held in the filing tray of enaio® client and do not yet have an object type. Images from a chat thread are replaced in the HTML file by links to the original source.

  1. In Microsoft Teams, open the Actions and apps icon Actions and apps menu in the post or chat that you want to file in enaio®.

  2. In the Actions and apps icon Actions and apps menu, click the enaio® app enaio® button and in the submenu that opens, click the File message in enaio® function.

    Use the search function in the Actions and apps icon Actions and apps menu if you cannot find the enaio® app enaio® button immediately. If the button for the enaio® app enaio® app is still not shown, you need to first integrate enaio® integration-for-microsoft-teams (see Requirements).

    Microsoft Teams connects to enaio®.

  3. You can skip this step if you are already logged in to enaio®.

    If you are not yet logged in to enaio®, the login dialog will be shown.

    Enter your login data and then click the Login button.

    The post or chat thread is saved in the enaio® client filing tray.

  4. Go to enaio® client in the filing tray and assign an object type and a filing location to the saved chat thread in the enaio® filing system (see Creating Documents in the Filing Tray).

enaio® supports file extensions containing more than ten characters and Unicode characters.
Please note that the maximum supported file size depends on a number of a different factors. This includes the file type, the file content, the specific use case, and the client used.