Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

One useful function of our DMS and Teams integration is being able to share a file from your DMS to a Teams channel.

Beginning in your DMS (in this example iManage), select a document from a folder. Then tap on the 3 dot menu to the right of the document name. From the menu, select “Share in Teams”. 

Screenshot 2025-01-07 095030.pngImage Modified
Screenshot 2025-01-07 095150.pngImage Modified

From the overlay, select the channel you want to save the document to. Tap the upload button to save to the Teams channel. Once saved, you will see a green checkmark for confirmation.

Screenshot 2025-01-07 095331.pngImage Modified
Screenshot 2025-01-07 100325.pngImage Modified
Screenshot 2025-01-07 095505.pngImage Modified

Now open your Teams App and go to the same channel. When you tap the Files tab, you can see the document has been added to the channel.

Screenshot 2025-01-07 100729.pngImage Modified
Screenshot 2025-01-07 095535.pngImage Modified

You can view this entire workflow, as well as other features of the LINK Teams integration here: https://vimeo.com/1018778545