Save Office documents to SharePoint

Save Office documents to SharePoint

  1. Click Save to SharePoint (Save to SharePoint icon) 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:
    • Recent: lets you select a location you recently uploaded to, or documents you recently worked with in Office 365. From here you can quickly access SharePoint documents.
    • Sites: lets you browse to a document library/folder/document set.
    • Teams: lets you connect and browse through your Office 365 Teams documents.
    • 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.
  4. Click the Save Here icon (Save 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 ('*').
  7. If the SharePoint location contains Retention Labels, select a Retention Label from the Apply Retention Label drop-down list. Select None to remove a Retention Label.
  8. Click Save.
  9. If prompted, check in your documents, to make them available to other users.
  10. 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.
  11. In addition, you can:
    • Save to another location (Save icon): saves the document to another SharePoint location.
    • Copy document link (Link icon): copies the link to the SharePoint document to the clipboard.

To browse to a SharePoint location/document:

  1. Under Documents, click the SharePoint site name (Site icon) to browse to a location in your Office 365 server, or OneDrive (OneDrive icon) 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. Under Teams, click a team name to browse to it.
  4. Click a sub-site (Site icon), document library (Document library icon), folder (Folder icon), or document set (Document set icon) to view its content.
  5. To return to the Documents main page from any location, click the Back to Locations icon (Locations icon).
  6. To search for locations/documents, click the Search icon (Search icon) and start typing a name to quickly filter the list by this name. Click the Clear icon (Clear icon) to clear the search text, or Cancel to close the search bar.
  7. To sort the locations/documents, click the Sort icon (Sort icon) and select between Name, Modified, and Default (which sorts by the default sort order of the default SharePoint view).
  8. To create a new SharePoint folder, click the New Folder icon ( ) and supply a name for the folder.
  9. To refresh the current SharePoint location, click the Refresh icon (Refresh icon).
  10. Click the Level Up icon (Level Up 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 (Pin icon) next to the location name.

To unpin a SharePoint location:

  1. View the location under Documents > Pinned.
  2. Click the Unpin icon (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 manage teams:

  1. Click Teams > Manage Teams.
  2. At the first time, you are asked to approve harmon.ie's access to your teams. Click Consent > Accept, and close the Web page.
  3. Return to harmon.ie app and Close the Authentication Window.
  4. harmon.ie shows all teams you are a member of. Locate or search for teams in the Search bar.
  5. Check the team(s) you want to access from harmon.ie.
  6. Click Done.

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.