Getting started with harmon.ie

Getting started with harmon.ie

Welcome to harmon.ie for Outlook

harmon.ie® for Outlook is an email sidebar that provides easy, full-featured access to SharePoint, Teams, and OneDrive content. You can collaborate on documents, share emails using SharePoint and OneDrive, and post emails to Teams from the convenience of your email client.

Find out What's new in harmon.ie.

harmon.ie for Outlook is licensed per user. You need a valid license file to use the product beyond the evaluation period. Contact sales@harmon.ie to obtain a valid license file, and then follow the instructions under Registering a license file.

There are two installation packages available for harmon.ie

  • harmon.ie Outlook for Microsoft 365
  • harmon.ie Outlook for SharePoint on-premises

To get started:

  1. To install harmon.ie, follow the direction in Install harmon.ie.
  2. Upon the successful installation of harmon.ie, open Outlook (or restart it if it is already running) and launch the harmon.ie sidebar.
  3. Click Continue.
    In harmon.ie Outlook for Microsoft 365: harmon.ie signs you to Micorosft 365 using SSO. If consent is required, you will be prompted to grant harmon.ie consent.
    In harmon.ie Outlook for SharePoint on-premises: You are asked to sign into your SharePoint site:
    1. Enter your SharePoint URL.
    2. Select one of the following log in options:
      • Login with your Windows credentials
      • Use the browser to connect
      • Provide username and password
    3. Click Done.
  4. Start working with SharePoint documents, email, or people.

To launch harmon.ie:

To launch harmon.ie and display the harmon.ie sidebar, open Microsoft Outlook and click the harmon.ie toolbar button. Clicking the button again hides the sidebar.

Note: If the sidebar was open when you last closed Outlook, the harmon.ie sidebar opens automatically with Outlook.

The harmon.ie sidebar can also be accessed in an email message, meeting and appointment. To show the sidebar, click the harmon.ie button in any of these items.
harmon.ie ribbon button in Microsoft Outlook.

To open harmon.ie Online Help:

Click the harmon.ie sidebar menu (Show harmon.ie Menu icon) and select Online Help.

The harmon.ie Help add-in opens showing training videos explaining the basic features of harmon.ie.

To add additional SharePoint sites:

harmon.ie automatically connects you to your first SharePoint site. If you want to add additional SharePoint sites:

  1. Open harmon.ie's All Locations view.
  2. Click More (More icon) next to SharePoint.
  3. Click Add site.
    The Add SharePoint Site dialog opens.
  4. Enter the URL (Internet address) of the SharePoint site you want to add, and the authentication method.
  5. Click Test Connection to check that you have a valid connection.
  6. Click OK.

You can now start working with the product. For more information, read Adding and editing SharePoint sites.

To find SharePoint, Teams, or OneDrive content:

Use the harmon.ie sidebar to find a SharePoint, Teams or OneDrive location, document, or email.

The sidebar panel gives you easy access to all your SharePoint sites.

  • Use the sidebar's tree view to navigate through SharePoint, Teams, and OneDrive locations.
  • Use the navigation history to quickly navigate back and forth between visited locations.
  • Add a location/list to your Favorites list and then quickly navigate to it using the Favorites drop-down button.
  • Use the search icon (Search icon) to search for content in SharePoint, Teams, and your OneDrive.

For more information, read Finding SharePoint, Teams, or OneDrive documents.

To work with SharePoint, Teams or OneDrive documents:

The document context menu gives you quick access to common SharePoint operations.

You can use the harmon.ie toolbar to create, upload, edit, share, and delete documents and emails in SharePoint, Teams or OneDrive.

  • Right-clicking a SharePoint, Teams, or OneDrive document opens a context menu that gives you access to common operations. You can use this menu to copy documents and links to email messages, meetings, contacts, and to your computer; share documents; check in and check out documents; view version history and document properties; publish and approve documents; etc.
  • You can download documents to your computer, and work on local copies.
    You can also synchronize document libraries on your computer so you can work on documents when you are offline.

For more information, read Working with documents.

To work with SharePoint list items:

SharePoint items comprise items (custom lists), tasks, contacts, issues, announcements, and links. You can use harmon.ie to open, view and update items. You can also add and remove attachments.

  • Find the item, then double-click it to open the Item Info page displaying the item information.
  • Right-click the item to view common SharePoint operations.

For more information, read Working with SharePoint lists.

To integrate email with SharePoint, Teams or OneDrive:

Integrating email with SharePoint, Teams or OneDrive is easily accomplished using harmon.ie:

  • Drag email messages and attachments to the harmon.ie sidebar to publish them on SharePoint, Teams or OneDrive. If your company uses required fields, harmon.ie automatically prompts you to fill them in.
  • Drag-and-drop one or more SharePoint, Teams or OneDrive sites, libraries, lists or documents to your email message, calendar appointment or task to create a link to them. Hold the Alt key while dragging and dropping a SharePoint, Teams or OneDrive document to create an actual attachment.
  • Automatically share OneDrive and Teams sites documents with your SharePoint recipients when sending an email message.
  • Use the harmon.ie ribbon button to replace attachments with links and send email, in one step.
  • Use the harmon.ie ribbon button to save incoming and outgoing email messages to SharePoint, Teams or OneDrive.
  • Message headers can be automatically converted to SharePoint, Teams or OneDrive document properties.

For more information about email in harmon.ie, read the help topic Working with email.

To view document/list updates:

Get updated with the Updates tab:

  • View updates of documents/lists you follow.
  • Filter the types of updates you want to see.

For more information, read Viewing document updates.

To work with Teams:

Use the All Locations > Teams view to see your teams and channels' files.

Share emails and email attachments with team members by dragging the email to the Teams channel's Files location.

For more information, read Working with Teams.

To work with people:

You can connect with your co-workers and follow their business-related updates via the People tab, in the email sidebar. The People tab provides activity stream for documents you follow, and helps you find people in your organization.

The People tab

For more information, read Working with people.