Working with Microsoft 365

Learn how to simplify the integration with Microsoft 365:

• Upload email messages and attachments to SharePoint, OneDrive, Teams.
• Add SharePoint, OneDrive, Teams documents to email messages.
• Manage Microsoft 365 documents.

Launch the harmon.ie App add-in

1. Click harmon.ie for Outlook to launch the add-in.

– or –
In the Outlook client only, click the Save to SharePoint () icon in the harmon.ie ribbon-button.

2. If prompted to Connect to Microsoft 365, click Connect and follow the on-screen instructions.
3. Pin the add-in to Outlook by clicking the Pin icon ().

To browse to a SharePoint location/document:

• Click one of these locations:
  Recent: lets you select a location you recently uploaded to, or documents you recently worked with in Microsoft 365.
• Pinned: lets you select a location you previously pinned.
• Sites: lets you browse to a SharePoint location, or to your OneDrive. Click Manage Sites to add other SharePoint site collections. Check the required site collections and then click Done.
• Teams: lets you browse through your Microsoft 365 Teams documents. Click Manage Teams to add other Teams.
• Sites I’m Following: lets you browse to a location in a site you follow in SharePoint.

To return to the Locations main page from any location, click the Home icon ().

To search for locations/documents, click the Search icon (). harmon.ie App automatically suggests recent files. Type a name and click Enter to search by this name. Click the Clear icon () to clear the search text, or Exit search to close the search bar.

To sort the locations/documents, click the Sort icon () and select between Name, Modified, and Default (which sorts by the default sort order of the default SharePoint view).

To refresh the current SharePoint location, click the Refresh icon ().

Click the Level Up icon () to browse to the parent location.