Working with documents
Working with documents Learn how to work with the document list in harmon.ie: Create new documents, items, and folders. Delete a document or folder. Rename a document. Move or copy documents. Add as Attachment. View and edit documents. Open a document in browser. Share documents. Set or clear retention labels. View and edit document properties. […]
Saving email messages to SharePoint, Teams, and OneDrive
Saving email messages to SharePoint, Teams, and OneDrive Use harmon.ie to save email messages using the Save buttons or by dragging and dropping emails to the respective location in SharePoint, Teams, or OneDrive. You can: Save incoming email messages from your Inbox or any other folder to SharePoint, OneDrive, or Teams channel folders, and save […]
Saving email headers in SharePoint and Teams columns
Saving email headers in SharePoint and Teams columns When uploading email messages to SharePoint or Teams, the email headers (From, To, CC, Subject, Date, etc.) can be automatically mapped to SharePoint columns. Automatic saving of email header in columns: At the first time emails are saved to a Teams location, harmon.ie suggests creating an Email […]
Searching for content in SharePoint, Teams, and OneDrive
Searching for content in SharePoint, Teams, and OneDrive SharePoint’s document index allows you to search for content inside documents, and in document metadata. To search for documents or for content in documents: In the harmon.ie sidebar, click the Search icon () in the navigation/search omnibox. Optionally, select the column in which you want to search. […]
harmon.ie Options
harmon.ie Classic Options This page explains the options for harmon.ie Classic. The General tab The Advanced tab The License tab To open harmon.ie options: Click the harmon.ie menu icon () in the sidebar, then click Option. Or, click the arrow in the lower right corner of the harmon.ie ribbon group. The SharePoint tab To add […]
Sharing documents
Sharing documents What can be shared? Microsoft 365 documents, folders and document sets OneDrive documents SharePoint 2019 and 2016 documents You can share documents, folders and document sets with other SharePoint users and groups and with external users, view with whom an item was shared, change sharing permissions, and stop sharing an item. harmon.ie can […]
Adding and editing SharePoint sites
Adding and editing SharePoint sites To start working with SharePoint sites from Microsoft Outlook, you must have at least one SharePoint site configured in harmon.ie. SharePoint sites are added during the onboarding process, or you can manually add the SharePoint sites that you want to access. To add a SharePoint site: Connect harmon.ie to Microsoft […]
Troubleshooting
Troubleshooting What to do if you encounter unexpected errors? For advanced diagnostics of application errors, it is often helpful to inspect the event logs. To send the log files to harmon.ie support, open the harmon.ie sidebar menu and click Send Logs to Support. harmon.ie zips the log files and opens a new email message to […]
Uploading content to SharePoint, Teams, or OneDrive
Uploading content to SharePoint, Teams, and OneDrive Use harmon.ie to upload these to SharePoint, Teams, or OneDrive: Documents. Folders. Email messages. Outlook items: appointments, meetings, contacts, tasks, and posts. Outlook folders. For more information about uploading email messages and Outlook folders, read Saving email messages to SharePoint, Teams, and OneDrive. You can upload content using […]
Setting email and attachments upload options
Setting email and attachments upload options The Save to Microsoft 365 dialog opens when you upload an email and/or attachments to SharePoint in which you set options for the upload process: Select Location to Upload. By default, the current location is selected, if such exists. Change the current location by clicking any of these buttons: […]
Working with versioned libraries
Working with versioned libraries Use harmon.ie to check in, check out, discard check out, publish major version, add new version, view version history, and restore an old version. Note: If you check in or check out a document using an external application, like Microsoft Word, the sidebar needs to be refreshed to display your changes. […]
Selecting a SharePoint or harmon.ie view
Selecting a SharePoint or harmon.ie view What are the available views? SharePoint views: Every SharePoint document library and list has one or more views to control how items are displayed in the Web browser. harmon.ie supports views of type Standard View. These aspects of the SharePoint views are taken: Columns. The view can define a […]
Selecting visible columns
Selecting visible columns By default, the default SharePoint view is selected when navigating, and the view’s visible columns are displayed. You cannot add or remove columns. If you configured to view your selected columns, you can make any property visible as a column in the sidebar panel’s document list, and set the order of columns. […]
Welcome to harmon.ie Classic
Welcome to harmon.ie Classic harmon.ie Classic is an add-in that transforms Outlook for Windows into a central hub for all your SharePoint, Teams, and OneDrive files and locations. You can find, share and organize documents and emails across Microsoft 365 or SharePoint on-premises. harmon.ie Classic is available in two editions: harmon.ie 365 – works with […]
What’s new in harmon.ie Classic
What’s new in harmon.ie Classic Version 10.5 (July, 2024) This version applies to harmon.ie 365 only. Enhanced Security: modern M365 authentication and Microsoft Entra ID for heightened security. Long-Term Compatibility: integrate with Office 365 REST APIs, ensuring compatibility for the future. Please note that harmon.ie 10.5 does not support registering different SharePoint Online tenants when […]
What’s new in previous versions of harmon.ie Classic
What’s new in previous versions of harmon.ie Classic Version 8.2.2 (November, 2020) Important security enhancements. Important bug fix: #17509: Crash (stack overflow) at Outlook startup when user is connected to a very large number of SharePoint sites. Version 8.2.1 (November, 2020) Important bug fixes: #17116: Add as new version when hovering over an existing item […]
Saving attachments to SharePoint, Teams, and OneDrive
Saving attachments to SharePoint, Teams, and OneDrive It is recommended to save attachments of incoming and outgoing email messages to SharePoint, Teams, or OneDrive. Attachments saved to SharePoint or Teams are instantly shared with all other SharePoint/Teams users (for more information, read availability of attachments). This feature helps you collaborate with colleagues on documents and […]
Working with email
Working with email Use harmon.ie to easily save and access email messages and attachments on SharePoint, Teams, and OneDrive, and attach documents and list items from SharePoint, Teams, and OneDrive to new messages. Benefits: Reduce expensive storage space by keeping a single copy of each email and its attachments with SharePoint email management. Eliminate ’email […]
Working with lists
Working with lists harmon.ie supports the following list types: Items (custom lists) () Tasks () Contacts () Issues () Announcements () Links () Note: Throughout this documentation, item means a list item of any list type. List item actions: Right-click a list item and click: Open to open item properties. This command is not available […]
Working with teams
Working with Teams Note: This feature applies to harmon.ie 365 only. harmon.ie 365 allows you to capture and share emails and attachments in Teams channels. This feature requires working with Microsoft 365 and requires M365 admin consent. This topic explains how to: Select visible Teams. View and organize files saved in Teams. Share emails and […]
