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Training


harmon.ie for Outlook

Save Incoming Emails and Attachments to SharePoint

Capture: Learn how to use harmon.ie to easily upload emails and email attachments to SharePoint.

Save Sent Email Messages to SharePoint

Capture: Learn how to use harmon.ie to save your sent email messages to SharePoint.

Upload Documents and Folders

Capture: Learn how to upload folders and documents from Windows Explorer or with the Upload button.

Tips and Tricks for Uploading Documents

Capture: Learn how to upload a document whose name changed, how to upload a document into a grouped location, and how to replace Office old format files with new ones.

Classify and Filter Documents by Tags

Classify: Learn how to classify and filter SharePoint documents by tags (metadata).

Edit Document Properties

Classify: Learn how to use harmon.ie to view and edit the properties (metadata) of your SharePoint documents. 

Add SharePoint Sites

Discover: Learn how to add SharePoint sites to start working with harmon.ie.

Quick Navigation

Discover: Use favorites, history, and the tree view panel for quick navigation between SharePoint locations.

Use Favorites

Discover: Learn how to define favorites. Get easy access and receive updates for changed documents in your favorite locations.

Search for Emails and Documents

Discover: Learn how to use harmon.ie to search for emails and documents in SharePoint.

Filter the Documents List by Columns

Discover: Learn how to filter the documents list by columns. This option is available for columns of types Enterprise Keywords, Managed Metadata, Choice, Lookup, Yes/No, Single line of text, and Person or Group.

Find Emails and Documents Using Filter by Tags

Discover: Learn how harmon.ie helps you find SharePoint emails and documents using filter by tags.

Find Emails and Documents Using Views

Discover: Learn how to use views in harmon.ie to find emails and documents in SharePoint.

Open Document Links

Discover: Learn how  to open a SharePoint link received by email in harmon.ie.

View and Edit Documents

Manage:  Learn how to view and edit SharePoint documents directly from harmon.ie. 

Manage SharePoint Documents

Manage: Create new SharePoint documents, rename documents, copy and paste between SharePoint locations, and delete SharePoint documents - all from Outlook.

Collaborate on draft messages

Share: Learn how to collaborate on email messages using harmon.ie.

Collaborate on Emails and Documents in Real-Time

Share: See how to use harmon.ie to collaborate on emails and documents in real-time.

Share Emails and Documents with Other Users

Share: Learn how to give others view/edit permissions to share your emails and documents.

Send SharePoint Links Instead of Email Attachments

Share: Replacing attachments with links eliminates document chaos, saves email storage space and prevents document leakage.


harmon.ie App

Work with harmon.ie App for Outlook

Learn how you can save email messages and attachments to SharePoint, as well as attach SharePoint document links to email messages with harmon.ie App for Outlook.

Save Office Documents to SharePoint

Open Office Documents from SharePoint


harmon.ie Mobile

The harmon.ie Mobile Experience

See how harmon.ie makes collaboration easy when you are on the go.

Working with Documents

Learn about the "Document Info" screen and the different capabilities that it offers: open and share the document; copy or send the document link; check document in or out; delete document; or edit its properties.

Adding SharePoint Sites

Learn how to add and navigate SharePoint sites within harmon.ie.

Updating your Sharepoint Status

Learn how to update your SharePoint status and let everyone know what you are working on.

Using the Activity Stream

Learn how to follow document activities on Office 365 and SharePoint. Receive updates when there are updates to documents that you are following.

Editing Properties

Learn how to edit SharePoint document properties within harmon.ie.

Searching for Content

Learn how to search for files using the search icon.

Uploading Email Attachments

Learn how to upload e-mail attachments to SharePoint.

Editing Documents Using Office Web Apps

Learn how to edit a document using Office Web Apps. Office Web Apps automatically saves your changes.

Accessing and Viewing Documents Offline

Learn how to access and view SharePoint documents offline. Favorite and save documents offline, view the document in a third party app.

Save Incoming Emails and Attachments to SharePoint

harmon.ie for Outlook Training Video - Save incoming emails and attachments to SharePoint

Capture: Learn how to use harmon.ie to easily upload emails and email attachments to SharePoint.

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