Selecting an item from iManage Work and attaching it as a card in Teams

You can select a document/email/folder/workspace from iManage Work and then attach the same to the Microsoft Teams app.

Selecting an item from a chat/channel

Selecting an item from the messaging extension window

  1. Browse to your preferred chat or channel.

  2. Type @iManage inside the conversation box to invoke the iManage bot.

  3. Select iManage from the suggestions pop-up.

  4. Choose Select from iManage Work to launch the iManage File Open/Save As dialog box.

  5. Select the preferred item and then use the Copy (

    images/download/thumbnails/163624119/Screenshot_2021-04-15_at_12.38.12_PM.png

    ) option in the adaptive card to share it with other users or use the Send option to share the cards in the chat or channel.


Figure: Attaching an item from a chat/channel

images/download/attachments/163624119/Attaching_an_item_from_a_chat_channel.gif

  1. Browse to your preferred chat or channel.

  2. Select images/download/thumbnails/163624119/iM_logo_in_chat_toolbar.png from the chat toolbar. A messaging extension window appears.

  3. Select images/download/thumbnails/163624119/Screenshot_2021-04-15_at_12.59.41_PM.png and then choose Select from iManage Work to launch the iManage File Open/Save As dialog box.

  4. Select the preferred item and then use the Copy (

    images/download/thumbnails/163624119/Screenshot_2021-04-15_at_12.38.12_PM.png

    ) option in the adaptive card to share it with other users or use the Send option to share the cards in the chat or channel.


Figure: Attaching an item from the messaging extension window
images/download/attachments/163624119/Attaching_an_item_from_the_messaging_extension_window.gif


Based on the item shared in a chat or channel, further actions that can be performed by users are as explained in the table below:

Item

Options

Further steps to be performed

Figure

Document

  • Preview

  • Edit

Previewing a document using an unfurled link:

  1. In a chat or a channel, browse to the adaptive card which contains the document metadata.

  2. Select Preview. A window appears showing the document preview.

    • Select View in iManage to open the document in the iManage Work app within Teams and perform further actions.
      OR

    • Select Back to return to the chat.

images/download/attachments/163624119/Previewing_a_document_using_an_unfurled_link.gif

Opening a document using an unfurled link:

  1. In a chat or a channel, browse to the adaptive card which contains the document metadata.

  2. Select Edit. Based on your access levels, the document opens in edit mode in the native application on the local machine using iManage integration. If iManage integration is not available, you have an option to view the document in the iManage Work app within Teams using the View in iManage button.

Email

  • Preview

  • Open



Previewing an email using an unfurled link:

  1. In a chat or a channel, browse to the adaptive card which contains the email metadata.

  2. Select Preview. A window appears showing the email preview.

    • Select View in iManage to open the email in the iManage Work app within Teams and perform further actions.
      OR

    • Select Back to return to the chat.

NOTE: For an email containing attachments, you can preview each attachment in the preview window.

images/download/attachments/163624119/Previewing_an_email_using_an_unfurled_link.gif

Opening an email using an unfurled link:

  1. In a chat or a channel, browse to the adaptive card which contains the email metadata.

  2. Select Open. The email opens in the native application on the local machine.

Folder

View in iManage

Viewing a folder in iManage Work using an unfurled link:

  1. In a chat or a channel, browse to the adaptive card which contains the folder metadata.

  2. Select View in iManage. The folder and its contents open in the iManage Work tab.

images/download/attachments/163624119/Viewing_a_folder_in_iManage_Work_using_an_unfurled_link.gif

Workspace

View in iManage

Viewing a workspace in iManage Work using an unfurled link:

  1. In a chat or a channel, browse to the adaptive card which contains the workspace metadata.

  2. Select View in iManage. The workspace and its contents open in the iManage Work tab.

images/download/attachments/163624119/Viewing_a_workspace_in_iManage_Work_using_an_unfurled_link.gif