How to save to a Microsoft Teams Channel

Open and email within Microsoft Outlook and select the OnePlaceMail icon

 

What to Save

Choose if you would like to save the email and attachments by using the checkboxes

 

Where to Save

The Where to Save screen allows you to browse or search for a location.

Note: If you have Pinned locations or Recent locations from previously saving content, these can also be used to select a location quickly.

Options:

• Pinned locations set as a Favorite
• Recent - location recently saved to
• Show Locations for - select a Microsoft Team or channel to save to

Microsoft Teams

 

Locations that the user has access to will be presented.

 

Select the required Team to save the email

Select a channel or library to save the email /attachment to

Notify Teams Channel

The Notify a Teams channel allows you to create a conversation or notify the team that an email or document has been saved

To create a conversation,

Select the Team

Select the channel

Enter text into the Chat Message

Select people to @ mention

If required, select the message as important

 

The OnePlaceMail app is available within the Microsoft Outlook app for iOS

Outlook app for iOS

Open and email within Microsoft Outlook and select the OnePlaceMail icon

 

What to Save

Choose if you would like to save the email and attachments by using the checkboxes

Where to Save

The Where to Save screen allows you to browse or search for a location.

Note: If you have Pinned locations or Recent locations from previously saving content, these can also be used to select a location quickly.

Options:

• Pinned locations set as a Favorite
• Recent - location recently saved to
• Show Locations for - select a Microsoft Team or channel to save to

Microsoft Teams

 

Locations that the user has access to will be presented.

 

Select the required Team to save the email

Select a channel or library to save the email /attachment to

If required, select a different content type from the drop down box

Notify Teams Channel

The Notify a Teams channel allows you to create a conversation or notify the team that an email or document has been saved

To create a conversation,

Select the Team

Select the required channel

Enter text into the Chat Message

 

Add people to @ mention

If required mark the message as important

• Select 'Finish' to close the panel.

The OnePlaceMail app is available within the Microsoft Outlook app for Android

Outlook app for Android

Open and email within Microsoft Outlook and select the OnePlaceMail icon

 

Select the three dots to access the OnePlaceMail app

 

Select the OnePlaceMail app

 

What to Save

Choose if you would like to save the email and attachments by using the checkboxes

Where to Save

The Where to Save screen allows you to browse or search for a location.

Note: If you have Pinned locations or Recent locations from previously saving content, these can also be used to select a location quickly.

Options:

• Pinned locations set as a Favorite
• Recent - location recently saved to
• Show Locations for - select a Microsoft Team or channel to save to

Microsoft Teams

 

Select the required Team to save the email

Select a channel or library to save the email /attachment to

Notify Teams Channel

The Notify a Teams channel allows you to create a conversation or notify the team that an email or document has been saved

To create a conversation,

Select the Team

Select the channel

Enter text into the Chat Message

Add people to @mention

If required, select the messages as important

• Select 'Finish' to close the panel.

The OnePlaceMail app is available within the Microsoft Outlook app for MacOS

 

Open and email within Microsoft Outlook and select the OnePlaceMail icon

What to Save

Choose if you would like to save the email and attachments by using the checkboxes

Where to Save

The Where to Save screen allows you to browse or search for a location.

 

Note: If you have Pinned locations or Recent locations from previously saving content, these can also be used to select a location quickly.

Options:

• Pinned locations set as a Favorite
• Recent - location recently saved to
• Show Locations for - select a Microsoft Team or channel to save to

Microsoft Teams

 

Properties

Notify Teams Channel

The Notify a Teams channel allows you to create a conversation or notify the team that an email or document has been saved

To create a conversation, enter text into the Chat Message

 

• Select 'Finish' to close the dialogue box.

The OnePlaceMail App for Outlook will appear in the home ribbon in Outlook.

 

Open and email within Microsoft Outlook and select the OnePlaceMail icon

 

What to Save

Choose if you would like to save the email and attachments by using the checkboxes

Where to Save

The Where to Save screen allows you to browse or search for a location.

Note: If you have Pinned locations or Recent locations from previously saving content, these can also be used to select a location quickly.

Options:

• Pinned locations set as a Favorite
• Recent - location recently saved to
• Show Locations for - select a Microsoft Team or channel to save to

Microsoft Teams

 

Select the required Team to save the email

Select a channel or library to save the email /attachment to

Notify Teams Channel

The Notify a Teams channel allows you to create a conversation or notify the team that an email or document has been saved

To create a conversation,

Select the Team

Select the required channel

Enter text into the Chat Message

Add people to @mention

If required, set the message as important

 

• Select 'Finish' to close the dialogue box.