1. Browse to your preferred chat or channel.

  2. Select the iManage :imanage: icon on the chat toolbar.

  3. In the messaging extension window, select the Plus :plus-circled-blue: icon and then choose Select from iManage Work to open the iManage File Open/Save As dialog.

  4. Select the preferred item and then use the Copy  option in an adaptive card to share it with other users or use the Send option to share the card in the chat or channel.
    Figure: Attaching an item from the messaging extension window

    1-Attaching an item from the messaging extension window.gif


Based on the item shared in a chat or channel, further actions that you 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

  • 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 document preview window opens.

    • To open the document in the iManage Work app within Microsoft Teams and perform further actions, select View in iManage.
      OR

    • To return to the chat, select Back.

2-Previewing a doc using 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. Depending on your access levels, the document opens in edit mode in the native application on the local device using iManage integration. If iManage integration isn't available, you have the option to view the document in the iManage Work app within Teams using View in iManage.

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. An email preview window opens.

    • To open the email in the iManage Work app within Microsoft Teams and perform further actions, select View in iManage.
      OR

    • To return to the chat, Select Back.

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

3-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 device.

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 on the iManage Work tab. 

4-viewing 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 on the iManage Work tab. 

5-Viewing a workspace in iManage Work using an unfurled link.gif