Content Manager 24.4 MS Teams Integration Help

# Integration options

The options you see are based on the permissions given to your profile in Content Manager by your Administrator.

The following are the available options:

## Client side

To access Client side options, on the Channel or Chat, click Content Manager tab.

The following are the available options:

- Files - click to view the list of files.

  - Search box - click in the box and type in the name of the file and press Enter to search for a file.

  - Filter - click to filter MS Teams content.

  - Checked Out Records - select this option to add records from Content Manager to a MS Teams.

  - Expose records - select this option to expose records from Content Manager to MS Teams
  - Check In - capture the file(s) to Content Manager.
  - Open - this option is enabled only if the record is already captured in Content Manager. Click to open in the native application or browser based application.
  - Choose a Content Manager database - this option is available only if multiple databases are configured. Click to switch to different database.

  - Help - click to open the MS Teams integration help file.

- Posts - click to view the list of posts or conversations.

  - Check In - click to capture post in to Content Manager.

  - Filter - click to filter MS Teams content.

  - Include attachment - select this option to display the documents or files shared during the conversation in the post.

  - Not Include attachment - select this option to not to display the documents or files shared during the conversation in the post.

  - Choose a Content Manager database - this option is available only if multiple databases are configured. Click to switch to different database.

  - Help - click to open the MS Teams integration help file.

## Server side

To access Server side options, click More option and select Content Manager app to display the Server side app.

The following are the available options:

NOTE: Options displayed on Server side depends on the user profile and permissions.

- Sites - lists the documents or folders available in MS Teams channel (Teams) or in the document libraries of your SharePoint sites.
- Channels - click to view list of channels. You can capture the channel(s) along with their files and/or posts and apply Check In Style.
- People - click to view the list of users. You can capture the user in Content Manager.
- Check In Places - click to view the list of Check In Places.
- Check In Style - click to view the list of Check In Styles, create new Check In Styles, view property of a Check In Style and delete a Check In Style.
- My files - click to capture files from OneDrive into Content Manager.
- Search - click to search for record(s) based on search criteria, access your favorite records, recently visited documents, checked out documents, records in, and records in or due.
- Content Manager options - select this option to set default Record Type or Check In Style, default language, date format, time zone, and custom skin color

- Help - click to open the MS Teams integration help file.

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Integration options