Selecting an item from iManage Work and attaching it as a card in Microsoft Teams
NOTE:
Selected icons on this page are collected in a table in Messaging window icons.
You can select a document, email, folder, or workspace from iManage Work and then attach the same to the Microsoft Teams app.
Selecting an item using the Microsoft Teams command box:
Browse to your preferred chat or channel.
To access the iManage bot, enter @iManage in the command box.
Select iManage from the suggestions pop-up window.
Select Select from iManage Work to open the iManage File Open/Save As dialog box.
Select the preferred item and then use the Copy option in the adaptive card to share it with other users or use the Post option to share the cards in the chat or channel.
Figure: Selecting an item from iManage Work
Selecting an item from the messaging extension window:
Browse to your preferred chat or channel.
Select the iManage icon (refer to Messaging window icons) from the chat toolbar. A messaging extension window appears.
Select the Plus icon (refer to Messaging window icons) and then choose Select from iManage Work to open the iManage File Open/Save As dialog box.
Select the preferred item and then use the Copy 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
Based on the item shared in a chat or channel, further actions that users can perform are explained in the table below.
Table: User actions when attaching an item as a card
Item | Options | Further steps to be performed | Figure |
---|---|---|---|
Document |
| Previewing a document using an unfurled link:
| |
Opening a document using an unfurled link:
| |||
| Previewing an email using an unfurled link:
NOTE: For an email containing attachments, you can preview each attachment in the preview window. | ||
Opening an email using an unfurled link:
| |||
Folder | View in iManage | Viewing a folder in iManage Work using an unfurled link:
| |
Workspace | View in iManage | Viewing a workspace in iManage Work using an unfurled link:
|
Messaging window icons
The following table collects icons or other small graphical indicators that are mentioned on this page.
Table: Messaging window icons
Icon | Details |
---|---|
| iManage icon, for accessing the messaging extension window in Microsoft Teams. |
| Plus icon, to select an item from iManage Work using the iManage File Open/Save As dialog box. |