enaio® integration-for-microsoft-teams
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).
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to file documents and chat threads from Microsoft Teams in enaio® (supported by enaio® client).
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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
).
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You will need a Microsoft Teams account.
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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.
You can find information on how to add an app to Microsoft Teams is described in Microsoft's product help (see Microsoft support
).
Filing Documents and Chat Threads in enaio®
If the enaio® system is configured accordingly, enaio® client users can use enaio® integration-for-microsoft-teams to file documents and chat threads 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.
Entire chat threads from Microsoft Teams can also be filed as HTML files in enaio®.
You can find information on how to file documents and chat threads from Microsoft Teams in enaio® using enaio® client'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® client, enaio® webclient
, and enaio® webclient as a desktop application
.
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 |
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View content |
Displays the content preview of the preview area. Click this function to switch from the details preview to the content preview. |
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Download content |
Downloads the enaio® document to your local file system. |
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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. |
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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. |
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Remove file |
The document you have shared will be deleted in Microsoft Teams. The original document in enaio® will not be deleted. |
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Open in enaio® webclient |
Launches enaio® webclient and displays the document you have shared in a hit list. |
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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. |
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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. |
|
Files |
Closes the preview area and displays the enaio® tab with the list of the enaio® documents you have shared. |