Content Manager 25.1 MS Teams Integration Help

# Capturing content in Sites to Content Manager

NOTE: If you have private channels in your main channel, then the private channel(s) are displayed on the same hierarchy as that of the main channel when you view them in Sites page. The private channels follows the TeamsName - PrivateChannelName naming convention, for example, ContentManager - BlueScrumPrivate.

You can capture documents or folders available in MS Teams channel (Teams) or in the document libraries of your SharePoint sites to Content Manager.

To capture documents or folders, perform the following steps:

1. Navigate to Server side Content Manager app, click Sites.

2. In the Search box, enter the name of the site you want to capture or type * and press ENTER.

   The list of MS Teams channel (Teams) and document libraries of your SharePoint sites will be displayed.

3. Click the MS Teams channel or document library and navigate to the folder or file you want to capture in Content Manager and click More option (three dots).

   NOTE: If the parent or top level folder is already captured in Content Manager then you cannot manually capture or Check In the child folder(s) or files. A message similar to the following is displayed:
   This folder, or a parent, is already associated with a check in place.

   Perform one of the following:

   1. If you are capturing folder, click Capture in Content Manager. A pop-up dialog is displayed.

      1. Select the Check In Style.

         If the required Check In Style is not displayed, enter the Check In Style name in the text box or click the KwikSelect and select from the list displayed, or click Create new Check In Style to create a new Check In Style. See Working with Check In Style.

   2. If you are capturing a file or document, click Check In. A pop-up dialog is displayed. You can tag multiple files to capture in Content Manager. See Capturing multiple files.

      1. Select the Record Type or Check In Style.

         If the required Record Type or Check In Style is not displayed, enter the Record Type or Check In Style name in the text box or click the KwikSelect and select from the list displayed.

         The record entry form is displayed in the task pane. The tabs and fields displayed in the record entry form will be different based on the configuration done by the Content Manager Administrator and there may be several sections that require completing.

      2. Complete the record entry form (see Record entry form fields for more details).

4. Click Save or Manage In Place.

   A record(s) is created in Content Manager for the document or folder you captured.

If the site is already captured in Content Manager, you can open in native application or browser based application. See Opening file in application.

If you have multiple datasets configured, you can switch between the datasets. See Working with multiple datasets.

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

Topic Title: Capturing content in Sites to Content Manager