Microsoft Teams delivery

Install MS Teams app

Prior to using Microsoft Teams delivery in Processes you need to upload Documents app to Microsoft Teams.

  1. Download Plumsail Documents app for Microsoft Teams.

  2. Go to Microsoft Teams admin center -> Manage Apps and click Upload.

Teams admin center
  1. Select PlumsailDocuments.zip and upload it. You’ll see New app added message after that.

New app added
  1. If you search for the plumsail app you will see it available in the list.

Teams app search
  1. Then you need to open Microsoft Teams console and go to Apps. Search for Plumsail Documents.

Teams add documents
  1. Add Plumsail Documents to MS Teams.

Teams add documents
  1. Select the channel.

Teams add documents

Configure delivery

The Microsoft Teams delivery sends the document generated by your process to a Teams channel. Before customizing the Teams delivery settings, you need to connect to your Teams account from the Plumsail account. For that, click Connect to Microsoft Teams.

Teams delivery

Once you’re connected, you will see the Teams delivery settings:

Teams delivery

Select the Team and Channel. Use tokens in the Message body.

You can insert values from your data using tokens. Their list is available by clicking { }.

Let us assume your data has property invoiceNumber. In this case, you can include it using token {{invoiceNumber}}. The tokens work in the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

  • {{@date}} - full current date with time.

  • {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.

Formatting options

Documents app for MS Teams supports formatting options. You can find the whole list of the options in the Microsoft article .

These are some common examples.

Style

Markdown

bold

**text**

italic

*text*

header (levels 1–3)

### Text

strikethrough

~~text~~

hyperlink

[Plumsail](https://www.plumsail.com/)