harmon.ie SmartAssistant™ integrates harmon.ie with Teams channels, allowing you to capture and share emails and attachments in Teams channels. This feature requires working with Office 365 and must be enabled by your administrator.
You can always add or remove Teams and channels to/from your favorites.
To publish emails, with their attachments, to the Team's mailbox:
Find the Team to which you want to publish the email, and expand it to view the channels.
Drag and drop the email message onto a channel:
The email is copied to the Team's mailbox.
If the email contains attachment(s), they are uploaded to the channel's files location, and replaced in the saved email with SharePoint links. Note: The attachments are not replaced with links in the original email, only in the email saved to the Team's mailbox.
An Outlook category, with the Team's name, is added to the original email.
Use the Properties window to define descriptive labels in the email (in Outlook) and attachments (in SharePoint). Click Save.
Once the email is saved, you can click the Start a Conversation button at the bottom to post the email with its attachments in Teams. The post includes a card with the email & attachments.
Team members can click the items available in the card to open them.
Optionally, click Continue in Teams to launch the Microsoft Teams app and discuss the published email with your colleagues.
To publish documents to a channel's files location (SharePoint folder):
Find the Team to which you want to publish the document(s), and expand it.
Drag and drop the document(s) from File Explorer onto a channel.
The document is uploaded to SharePoint and available in the channel's Files location.
Use the Properties window to define descriptive labels to your document. The Properties window opens only if there are required properties. Click Save.
Right-click the Team or channel and select Show Files to view the uploaded documents.
If the Team was created from an existing team, the channel's corresponding SharePoint folder is not created immediately. As a result, upload to newly created teams may fail. To fix this, manually access the channel's Files tab, and then try again.
To view Team or channel's emails and their attachments:
Right-click the Team or channel and select Show Files. The Team or channel's documents are displayed in the Locations tab in harmon.ie.
Note: If the Team was created from an existing team, the channel's corresponding SharePoint folder is not created immediately. As a result, upload to newly created teams may fail. To fix this, manually access the channel's Files tab, and then try again.
To launch the Microsoft Teams app in a specific channel from harmon.ie:
Find the channel you want to view in the Teams app.
Right-click the channel and select Open in Teams App. The Microsoft Teams app launches, showing the channel.
To share saved emails and attachments with your team:
The channel's descriptive label is displayed at the top of the Teams tab. Below, all descriptive labels related to the selected email are shown. Click a descriptive label to show or hide related emails and attachments.
Note: harmon.ie shows descriptive labels of the following types: Managed Metadata, Enterprise Keyword, Choice, Lookup, and Person or Group.