Tips & tricks for using harmon.ie for iOS and Android

harmon.ie Knowledge Base - iOS and Android Editions

Read this article to discover some of harmon.ie for iOS cool features and become a harmon.ie expert.

Navigation

How to open a SharePoint location for which you have a link

To open a SharePoint library or document for which you have a URL:

  1. Tap and hold the URL you want to navigate to. The URL can be in an email message or in any other application.
  2. Tap Copy.
  3. Open harmon.ie. harmon.ie identifies that you have a URL on the Clipboard, and asks if you want to browse to this location. Tap Yes.
  4. If the URL contains a SharePoint location, harmon.ie navigates to this location. If the URL contains a document/item, harmon.ie opens its Document/Item Info panel.

Note: harmon.ie can only open SharePoint links in sites that are already registered.

Description: Copy a URL to open it in harmon.ie.

How to view your navigation history

  1. Tap the Views menu > Locations > History.
  2. Tap a recent location to browse to it, or a document to view the document or its Document Info.

How to quickly filter a list:

A few methods help you filter your list to find out exactly what you need:

  • Select a SharePoint view by tapping the current view name displayed in the title bar and selecting a view from the list.
  • Filter the location by tags: Tap the Actions menu > Tags. Start typing a term in the Find bar; a list of matching terms is displayed. Select the terms to be used to filter the selected view, and tap Done.

How to quickly navigate to a filtered list:

When working with large SharePoint libraries, it is often helpful to filter the document list by tags. Add the filtered list to your favorites, to quickly navigate back to it again.

How to quickly navigate to a parent directory

  1. Tap the breadcrumbs icon () to view the full path to your current location.
  2. Tap a parent location to quickly navigate to it.

Documents

How to edit a SharePoint document

  1. Locate the document you want to edit, and then tap Open.
  2. Select an editor application.
  3. If editing with Office Online, you may be prompted to check out your document.
  4. Make your changes and save.
  5. If editing with a local app:
    1. Tap Share / Open in… > harmon.ie.
    2. Tap OK.
    3. Follow the upload process.
    4. Tap Update Document.
  6. If editing with Office online, your changes are immediately saved to SharePoint. You may be prompted to check in your document.

Note: This feature does not apply to harmon.ie Lite.

How to share SharePoint documents with others:

  1. Find the required document, and then tap its name.
  2. Tap Show Document Info.
  3. Tap the Shared With icon ().
  4. Tap the Invite People icon ().
  5. Type the name or the email address of each person or group you want to share the document with. Type Everyone to share with everyone in your organization.
  6. Tap the resolved full name to add it to the sharing list.
  7. Tap the Permissions to grant: View / Edit permissions.
  8. Tap Done.

Share the document with others

Email

How to attach a SharePoint document to an email message:

  1. Find the required document, and then swipe its name.
  2. Tap the Send Email icon ().
  3. Tap Send as Link or Send as Attachment.

How to attach multiple SharePoint documents to an email message:

  1. Tap and hold the first document/item you wish to send.
  2. A bar appears saying x Item Selected. Tap each document/item you want to select. You can navigate to other locations and select documents/items there.
  3. When finished, tap the Send icon ().
  4. Tap Send as Links or Send as Attachments (available for documents only).
  5. A new email message is opened with the SharePoint documents/items as links or attachments.

Selecting multiple documents

Uploading to SharePoint

How to upload email attachments to SharePoint

  1. Tap and hold the attachment.
  2. Tap Open in “harmon.ie”
  3. Follow the upload process.

How to upload a picture to SharePoint

  1. Tap the Camera icon ().
  2. Tap one of the following:
    1. Take Photo to take a new photo with your device's camera.
    2. Choose Existing to choose image(s) from your device. Select the image(s) you want to upload, and then tap Done.
  3. If you want to upload to the current location, tap OK when harmon.ie prompts you to.
  4. Follow the upload process, in which you can select another upload location.

- or -

  1. Locate the image in the Photos application or in any other application.
  2. Tap and hold the image.
  3. Tap Copy.
  4. Open harmon.ie. harmon.ie identifies that you have an image saved on the Clipboard and asks if you want to upload it to SharePoint. Tap Yes to start the upload process.

Description: Uploading an image to SharePoint

Note: This feature does not apply to harmon.ie Lite.

How to attach a document to a list item

  1. Follow the procedure in uploading an email attachment or uploading a picture.
  2. Find the list item.
  3. Tap the Attach icon () on the right.

Updates

How to follow documents and be notified when they are changed

You can follow a SharePoint document or location, and be notified when someone changes this document, or when someone adds a new document to this SharePoint location.

To follow a SharePoint document or location:

  1. Tap the blank star on the item’s icon () to add the item to the favorites list.
  2. Select the SharePoint view you want to associate with this favorite location.
  3. Slide Follow Location to On, to get updates with changes made to documents in this location. Slide Include Subfolders to On, to get updates with changes made to documents in this location and its subfolders.
  4. Tap Add to Finish.

When there are changes in documents you follow, a badge is added to the Updates view icon. Tap the Updates view to see what has changed.

How to be notified when a new task is assigned to you:

You can follow SharePoint lists, similar to following SharePoint locations. It is often helpful to filter the list before marking it as a favorite, to be notified only when updates apply to you.

For example, browse to your Tasks list, select the My Tasks view, and then tap the white star on the list's icon to add it to the favorites. In the Add to Favorites dialog, slide Follow Location to On. When someone assigns a new task to you, you will be notified in the Updates view.

Communicating with people

How to call a colleague

When viewing the Profile Info of a colleague, tap the phone number and then tap Call <number> to quickly call this person.

How to email a colleague

When viewing the Profile Info of a colleague, tap the email address and select Email <mail> to open a new email message addressed to this person.

Offline

How to work with harmon.ie when your device is offline

  • To be able to work with a document/item when your device is offline, the document/item must be saved to your device while you are still online.
  • You can save SharePoint locations as well as single documents/items offline.
  • To save locations / documents / items offline:
    1. Tap the blank star on the item’s icon () to add the item to the favorites list.
    2. Slide Make Available Offline to On (for locations), or tap Favorite and Save Offline (for documents/items).
  • You can find your offline items in the Locations view > Offline tab.
  • When you are offline you can view and edit documents and items, upload documents to offline locations, and more.

Support

How to contact harmon.ie support for help

If you experience problems using harmon.ie, please contact harmon.ie support:

  1. Tap the Views menu > Settings > Logs.
  2. Tap Send Logs to Support. harmon.ie opens a new email message to harmon.ie support, with the log files attached.
  3. Send the log files and we will help you resolve your problem.