enaio® integration-for-microsoft-teams

enaio® 11.10 »

It is possible with the help of the optional extension enaio® integration-for-microsoft-teams:

  • to share enaio® documents in Microsoft Teams (supported by enaio® client, enaio® webclient, and enaio® webclient as a desktop application).

  • to store documents from Microsoft Teams in enaio® (supported by enaio® client).

  • The corresponding enaio® client needs to be configured 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 External link: icon).

  • You will need a Microsoft Teams account.

  • The enaio® app needs to be activated in the corresponding Teams channels, chats, or meetings (the enaio® tab is shown in the corresponding areas) in Microsoft Teams.

Filing Documents from Microsoft Teams in enaio®

If the enaio® system is configured accordingly, enaio® client users can use enaio® integration-for-microsoft-teams to file documents from Microsoft Teams directly in enaio®.

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 an attachment. Once the documents have been saved in the enaio® client repository, they can be moved and edited further.

You can find information on how to file documents from Microsoft Teams in enaio® using the enaio® clientExternal link – icon’s product help.

Sharing and Editing enaio® Documents in Microsoft Teams

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.

For detailed information on releasing enaio® documents, please refer to the corresponding help files of enaio® clientExternal link – icon, enaio® webclient External link: icon, and enaio® webclient as a desktop applicationExternal link – icon.

If you have shared a enaio® document using enaio® integration-for-microsoft-teams, the enaio® Microsoft Teams app will offer you various functions, which are briefly introduced below.

Icon Name Comment
MS Teams content preview – View content – Icon View content

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

MS Teams content preview – Download content – Icon Download content

Downloads the enaio® document to your local file system.

MS Teams content preview – Edit content – Icon Edit content

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.

This is only displayed if editing rights have been enabled.

MS Teams content preview – Replace file – Icon Replace file

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, a new document version will be created in enaio®.

This is only displayed if editing rights have been enabled.

MS Teams content preview – Remove file – Icon Remove file

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

MS Teams content preview – Open in enaio® webclient – Icon Open in enaio® webclient

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

MS Teams content preview – Download OS file – Icon Download OS file

Creates a *.os reference file. 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.

MS Teams content preview – Show index data – Icon Show 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.

MS Teams content preview – Files – Icon

Files

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