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 file documents and chat threads 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.

    You can find information on how to add an app to Microsoft Teams is described in Microsoft's product help (see Microsoft support External link: icon).

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® 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.