Content Manager 25.1 MS Teams Integration Help

# Adding record from Content Manger to MS Teams

To add record from Content Manager to MS Teams, perform one of the following:

1. In the client side Content Manager app, navigate to the channel, click Content Manager tab, and then click Files.

   Or

   In the server side Content Manager app, click My Files on the left pane.

   The Search functionality in the My Files of server side Content Manager app is enhanced to search the root and its sub folders. The Search functionality supports searching with starting strings of a file name or the entire file name in the current and its sub folders. For example, in the file name Teams Content Manager Integration, you can search for Teams Content, Teams, or Teams Content Manager Integration.

2. Click the Menu on the top right and then select Checked Out Records or Check out records from the menu.

   Use the filters and search for the record(s) you want to add to the channel or My Files.

3. Select the record(s) you want to add and then click Add.

   If the record is already Check Out, the option to select the record is disabled and the tool tip displays that the record is already checked out.

   If the record is finalized and you click Add, a message is displayed that the record is already declared as final and hence cannot be copied.

   NOTE: You cannot select records that have Edit Status as Checked Out or Managed In Place in Content Manager.

   A confirmation dialog is displayed.

4. Click OK in the confirmation dialog.

   The selected record(s) is Checked Out to the location - channel or My Files.

Once the record is added to MS Teams, the Edit Status of the record will be Checked Out in the Content Manager.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Adding record from Content Manger to MS Teams