Manage 365 files with harmon.ie

Manage 365 files with harmon.ie

New harmon.ie allows you to manage files saved in SharePoint, Teams, or OneDrive from within Outlook.

You can perform the following tasks with harmon.ie:

  1. Create new M365 folders, files, and links.
  2. Preview files.
  3. Open M365 files for viewing or editing.
  4. Open M365 locations and files in browser.
  5. Edit the metadata of M365 folders and files.
  6. Delete files and folders.
  7. Rename files and folders.
  8. Open Teams channel in the Teams app.

 

To open the list of available commands for each location or file, do one of the following:

  1. Hover over the location or file, then click one of the quick actions or the More actions icon (More actions icon).
  2. Select the location or file, then right-click to open the command menu.
    Open list of commands in all locations
  3. Double-click a location to open it in the drill-down view, then select one of the commands at the top.
    Open list of commands from the drill-down view

Common commands have shortcuts.

Open list of commands

How to create a new M365 folder?

  1. In the harmon.ie sidebar, locate the SharePoint, Teams, or OneDrive location where you want to create the new folder.
  2. Right-click the location in which you want to create the new folder, then select New (Click to add new content).

    Alternatively, open the location by double-clicking its name and click Add new (Click to add new content).
  3. Select Folder (New folder icon).
  4. Type the name of the folder, then click Create.

Create new menu

How to create a new file?

  1. In the harmon.ie sidebar, locate the SharePoint, Teams, or OneDrive location where you want to create the new file.
  2. Right-click the location in which you want to create the new folder, then select New (Click to add new content).

    Alternatively, open the location by double-clicking its name and click Add new (Click to add new content).
  3. Select the file type you want to create: Word document, Excel workbook, or PowerPoint presentation.
  4. Type the name of the file, then click Create.

How to create a new link?

  1. In the harmon.ie sidebar, locate the SharePoint, Teams, or OneDrive location where you want to create the new link.
  2. Right-click the location in which you want to create the new link, then select New (Click to add new content).

    Alternatively, open the location by double-clicking its name and click Add new (Click to add new content).
  3. Select Link (Link icon).
  4. Type the link URL and the link name, then click Create.

How to preview M365 files?

  1. In the harmon.ie sidebar, locate the SharePoint, Teams, or OneDrive file (document or email).
  2. Hover over the file to view its preview. Preview includes an image of the file, who edited it last, and the date it was last modified.

Hover over file for quick actions

How to open M365 Office files for viewing or editing?

  1. In the harmon.ie sidebar, locate the SharePoint, Teams, or OneDrive file (document or email) you want to open.
  2. Double-click the file name to open it.
  3. The first time you double-click a file, harmon.ie asks if you want to open it in the browser app or the desktop app. harmon.ie will remember your preference.
    Alternatively, right-click the file name and select Open in desktop app or Open in browser app.

harmon.ie uses the OneDrive app to open PDF and email messages (.eml) locally. For more information, read open PDF and email messages.

How to open M365 locations and files in browser?

You can open any SharePoint, Teams, and OneDrive location or file in a Web browser. To do that:

  1. In the harmon.ie sidebar, locate the M365 location or file you want to view in browser.
  2. Right-click the location or file, then click Open in browser (Open in browser icon).

    Alternatively, open the location by double-clicking its name. Click More actions (More actions icon) at the top, and then select Open in browser (Open in browser icon).

How to open PDF and email messages locally?

harmon.ie uses the OneDrive desktop app to open PDF and email messages locally. Make sure that OneDrive is installed on your machine, and that you are logged into the app. Then, follow these steps:

  1. Right-click the pdf or email you want to open and select Open in desktop app.
  2. You are prompted to Open Microsoft OneDrive. Check Always allow harmon.ie to open OneDrive then click Open Microsoft OneDrive.
  3. You are prompted to approve opening the file. Click Open.

The file opens in the default app associated with the .pdf/.eml extension. If a default app is not configured, you’ll be prompted to select the app you want to open the file with.

How to edit the metadata of M365 folders and files?

  1. In the harmon.ie sidebar, locate the SharePoint, Teams, or OneDrive folder or file.
  2. Right-click the folder or file name and then click Edit details (Edit details icon).

    Alternatively, open the location by double-clicking its name. Click More actions (More actions icon) at the top, and then select Edit details (Edit details icon).
  3. A windows opens allowing you to edit the metadata of the folder or file.
  4. Click Save when done.

How to delete files or folders?

  1. In the harmon.ie sidebar, select the file(s) or folder(s) you want to delete.
  2. Right-click and select Delete (Delete icon).

How to rename files or folders?

  1. In the harmon.ie sidebar, locate the file or folder you want to rename.
  2. Right-click the file or folder and select Rename (Rename icon).
  3. Type the new name and then click Rename.

How to open channels in Teams app?

  1. In the harmon.ie sidebar, locate the channel you want to open in Teams.
  2. Right-click the channel name and then click Open in Teams app (Open in Team app icon).

    Alternatively, open the channel by double-clicking the channel name. Click More actions (More actions icon) at the top, and then select Open in Team app (Open in Team app icon).