In the Sites list, select the site you want to edit, and then click the Edit button. The Edit SharePoint Site dialog opens and lets you edit the site settings.
Clear the Hide subsites with limited or no access check box. Note that clearing this option does not allow you to open documents for which you do not have permissions.
To test the connection with your SharePoint site and report to harmon.ie support:
In the Sites category, select your site, click Edit or Add, then Test Connection. If a connection cannot be established, you may submit a problem report by clicking the Send Report button in the Failed to Connect message box.
To manually configure or change the social server:
From the Select the social server drop-down list, select the social network server from any of the registered SharePoint sites.
Note: If your social server does not appear in the list of available social networking servers, add a SharePoint site from your social server to include it in the list.
To remove the social features:
To remove SharePoint social integration, and disable all social features in harmon.ie, do the following:
Select Always show these columns, and then click Visible Columns to open the Visible Columns dialog box where you can configure visible columns to configure the columns you want to see when navigating.
- or -
Select Use the default SharePoint view to open the default view when navigating.
To sort the list of views:
The SharePoint views can be sorted alphabetically, to match the SharePoint order of views:
Check Exclude folders from an empty group if you want to view folders that do not belong to any group in the beginning of the document list. Uncheck if you want to view them in the empty group (for example in Territory:<none>).
Check Show Group By field name if you want to show the field name by which the content was grouped. Uncheck if you do not want to see the field name.
Check Load items by date modified (start with most recent) > x items at a time, and set the number of recent items you want shown at a time. You can select any value between 100 and 1000.
In the the Documents area > Set options for uploading and seiditn documents, click Options, and configure the following:
To configure if you want to select a content type during document upload, check Let me select content type during document upload.
To configure if you want to be warned about missing required properties, check Warn me when documents are missing required properties if you previously checked Do not warn me again in a warning prompt and want to revert to the default behavior.
To open the Properties window on every upload, check Open the properties window on every upload.
To configure if you want to be prompted to check in documents and make them available to others, select one of the following:
In the the Documents area > Office link open preferences, select Match Office to open according to your Office settings (i.e. in the desktop or web app) or to Always open in desktop app.
The Advanced tab
To set harmon.ie's default view:
You can configure which view to open when harmon.ie starts:
Select the Advanced tab and check Move email instead of copy to harmon.ie.
Note: To reverse the behavior set in the application options, and change the drag-and-drop mode from move to copy or vice versa, hold the Alt key while dragging an email to the sidebar.
To set email options:
Use harmon.ie Options to set the default action taken when sending email messages containing attachments. You can override these settings for a specific email message using the Save Attachments button, available in the harmon.ie ribbon button.
Note: The email setting does not apply to currently open message windows.
To set the default action when sending an email message with attachments:
Under Email Settings click the Prompt to save attachments when sending emails > Options button. The Save attachment options dialog appears.
Select one of the following Ask me to save attachments when sending emails options:
Always: Each time you send an email message with attachments, you are asked if you want to upload the attachments to SharePoint and replace them with links. This is the default setting. Select this option if you always want to be prompted to replace attachments with links.
Never: Select this option if you do not want to be prompted to replace attachments with links. In this case the attachments are sent as physical files and are not uploaded to SharePoint.
Only if all recipients are from the following domains: Select this option to instruct harmon.ie to prompt you to upload the attachments to SharePoint and replace them with links when all the recipients (To, Cc, and Bcc) belong to one of the domains listed in the text box.
This field defaults to the domain used by your default Outlook account. Separate multiple domains by commas. Wild cards ('*') are allowed.
To set whether to always prompt to save an outgoing message to SharePoint:
Under Email Settings, check Save emails with unique names.
With this option, harmon.ie concatenates the sending time and sender name to the email subject to create unique names to each email saved to SharePoint. Example: Mutual NDA_2016-09-15_06-52-42_Harmon Young.msg.
Click the Share documents when sending links > Options button.
Set Share when sending links from: to OneDrive Only / OneDrive and Microsoft 365 / Don't share.
Set permission levels to:View Item / Edit Item. This sets the default permission level.
Check Automatically assign these permission levels to recipients for automatic sharing of documents and items. Clear to be prompted to share documents and items.
Click the Map email headers to SharePoint columns > Mapping button to open the Email Header Mapping dialog.
From here, you can edit existing email headers.
Multiple SharePoint fields, separated by a semicolon, can be configured as candidates to be mapped to an email header. harmon.ie assigns each header value in an email message to only one SharePoint field - the first in the list of fields that exists in the document library. Any email header field can be mapped to SharePoint metadata.
Set Create email view with metadata columns to Teams Only, SharePoint and Teams, or Nowhere.
This setting controls if and where harmon.ie attempts to create an Email view and save email headers as columns, when saving email messages to M365.
To configure what to do when saving an item to Teams:
When a user saves an item to a Teams location using harmon.ie, harmon.ie prompts to share the item in the Team's channel. To change the default behavior:
Set Post to the channel when saving an item to Teams to one of these options: Prompt will open a dialog asking the user if they want to share the uploaded item(s) to the Teams channel. Never will never prompt the user to share in the Teams channel. Always will always launch the Share to Microsoft Teams dialog, without asking the user first.