Getting started with harmon.ie App for Office

In this document:

Welcome to harmon.ie App for Office

harmon.ie App for Office is an Office App that allows you to save Office documents to SharePoint Online and to open SharePoint Online documents in Office.

harmon.ie App for Office works in Word, Excel and PowerPoint for Windows, Mac, and Office Online.

Supported versions:

  • Office Online - Word, Excel, and PowerPoint.
  • Office for Windows - Word, and PowerPoint version 16.0.82 or later. Excel is currently supported in Windows only when the app is sideloaded. Contact us if you wish to work with Excel.
  • Office for Mac (macOS: High Sierra version 13.3.4 or later) - Word and PowerPoint version 15.36 or later. Excel is currently not supported in Mac. Safari version 11.1.1 or later must be installed on the machine.

What's new in harmon.ie App for Office:

Version 4.4.2 (November, 2018)

  • Added a new Home icon ( ) that navigates from any location to the Documents main page.
  • Show Date and Time fields in document properties, and in the document list, in the machine locale format.
  • Further improved the app loading time, so you can get your work done faster.

Version 4.4.0 (October, 2018)

  • Add a category to uploaded emails, containing the SharePoint location where the email was saved. You must reconnect to Office 365 and accept requested permissions to activate this feature.
  • When browsing, show tool-tips with full path to the SharePoint locations, to help you distinguish between locations with identical names.
  • Hide system libraries (Form Templates, Site Assets, etc) from harmon.ie App. This feature can be provisioned.

Version 4.3.8 (September, 2018)

  • Improve app loading time.

Version 4.3.7 (July, 2018)

  • Support the German Cloud.
  • Set content types for the uploaded email and attachments.

To install harmon.ie App for Office:

  1. In Word, Excel, or PowerPoint, click the Insert > Store button () / Get Add-ins and search for harmon.ie.
  2. Click the Add button next to harmon.ie for Office.
  3. The harmon.ie for Office add-in appears and is available to use. The harmon.ie ribbon-button is added to the Home tab in your Office app.

- or -

  1. Open your browser and go to the harmon.ie for Office page in the AppSource.
  2. Click the Get it Now button to add harmon.ie for Office to your Office 365 account; follow the installation instructions.
    The harmon.ie for Office add-in appears and is available to use. The harmon.ie ribbon-button is added to the Home tab in your Office app.

Note: If the URL of your Office 365 server ends with .de, contact us to receive a manifest file for the German Cloud.

To save Office documents to SharePoint:

  1. Click Save to SharePoint in the harmon.ie ribbon button.
  2. If prompted to Connect to Office 365, click Connect and follow the on-screen instructions.
  3. Select the upload location:
    • Sites: lets you browse to a document library/folder/document set.
    • Sites I'm Following: lets you connect and browse to a location in a site you follow in SharePoint.
    • Pinned: lets you select a location you previously pinned.
    • Recent: lets you select a location you recently uploaded to.
  4. Click the Save Here icon () that appears next to available upload locations, or open the location and click the Save to <location> button at the bottom.
  5. If a document with the same name already exists in the location, you are prompted to select between:
    • Keep Both: uploads the document with a new name.
    • Add New Version: uploads the document as a new version.
    • Cancel: cancels the upload operation.
  6. harmon.ie uploads the document and opens the Edit Properties view.
    Select a content type and edit the document's properties. Required properties are marked with a red asterisk ('*'). Click Save when done.
  7. If prompted, check in your documents, to make them available to other users.
  8. When the upload process ends, you are notified that you are not working on the online version of the uploaded document. You can select between:
    • Open in Word/Excel/PowerPoint: opens the SharePoint version in the local Office application.
    • Open in Word/Excel/PowerPoint Online: opens the SharePoint version in Office Online.
  9. In addition, you can:
    • Share this document: shares this document by email.
    • Save to another location: saves the document to another SharePoint location.
    • Copy document link: copies the link to the SharePoint document to the clipboard.

To open SharePoint documents in Office:

  1. Click Open from SharePoint in the harmon.ie ribbon button.
  2. If prompted to Connect to Office 365, click Connect and follow the on-screen instructions.
  3. Select the SharePoint location from which you want to open the document:
    • Sites: lets you browse to a document library/folder/document set and view its documents.
    • Sites I'm Following: lets you connect and browse to a location in a site you follow in SharePoint.
    • Pinned: lets you view a location you previously pinned.
    • Recent: lets you view a location you recently uploaded to.
  4. Click the More icon ( ) next to the document you want to open, and select Open in Word/Excel/PowerPoint or Open in Word/Excel/PowerPoint Online.

To browse to a SharePoint location/document:

  1. Under Documents, click the SharePoint site name () to browse to a location in your Office 365 server, or OneDrive () to browse to a location in your personal drive.
  2. Click Manage Sites to add other site collections. Check the required site collections and then click Done.
  3. Click a sub-site (), document library (), folder (), or document set () to view its content.
  4. To return to the Documents main page from any location, click the Home icon ( ).
  5. To search for locations/documents, click the Search icon ( ) and start typing a name to quickly filter the list by this name. Click the Clear icon ( ) to clear the search text, or Cancel to close the search bar.
  6. 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).
  7. To create a new SharePoint folder, click the New Folder icon ( ) and supply a name for the folder.
  8. To refresh the current SharePoint location, click the Refresh icon ( ).
  9. Click the Back icon ( ) to browse to the parent location.

To pin/unpin a SharePoint location:

You can quickly navigate to pinned SharePoint locations.

To pin a SharePoint location:

  1. Browse to the location you want to pin.
  2. Click the Pin icon () next to the location name.

To unpin a SharePoint location:

  1. View the location under Documents > Pinned.
  2. Click the Unpin icon () next to the location you want to unpin.

To check in a SharePoint document:

If the location to which you uploaded documents requires check in, you are prompted to do so.

  1. If both major and minor versions are being tracked in the document library, select between Minor version (draft) and Major version (publish).
  2. Optionally, check Retain Check Out.
  3. Optionally, supply a check in Comment.
  4. Click Check-in.

To connect or disconnect from Office 365:

  1. Select or open an email message, and open the harmon.ie add-in.
  2. Click the Settings icon ( ).
  3. Click Connect to Office 365 / Disconnect.
  4. Follow the on-screen instructions.
  5. Click Close to exit settings.

To connect to Sites I'm Following:

Note: This option must be enabled by your administrator.

  1. Click Sites I'm Following > Connect.
  2. If prompted, supply your username and password.
  3. When the login process completes, click Close to return to harmon.ie.

To register a license:

Note: You must be connected to Office 365 to register a license.

  1. Click the Settings icon ( ) in the harmon.ie app.
  2. In Windows / mobile: click Upload License, browse and select the license file (.lic) you received from harmon.ie and click Open.
  3. In Mac: Drag the license file to the Drop License Here box.
  4. Click Documents to exit settings.

To view harmon.ie version information:

  1. Click the Settings icon ( ) in the harmon.ie app.
  2. Read the version and edition information in the About section.