Microsoft Teams delivery
The Microsoft Teams delivery sends documents generated by your process to a Teams channel.
Install Microsoft Teams app
Before using the Microsoft Teams delivery, upload the Plumsail Documents app to Microsoft Teams. Follow the steps below to do it:
Download Plumsail Documents app for Microsoft Teams.
Open Microsoft Teams admin center -> Manage Apps, and click Upload new app.
Select PlumsailDocuments.zip and upload it. You’ll see the New app added message after the upload completes.
You can use the search bar to quickly find the Documents app in the list.
Open Microsoft Teams console and go to Apps. Search for “Plumsail Documents”.
Add Plumsail Documents to MS Teams.
Select the channel and click Go.
Configure delivery
Before configuring the delivery, connect your Slack workspace:
Once connected, configure the Teams delivery settings:
Specify the Team and Channel, then enter the message text. See how to use tokens in the message body.
Use tokens inside message body
You can insert values from your data using tokens.
Click { } to open the list of available tokens.
For example, if your data contains a property called address, insert it using the token {{address}}.
Tokens work the same way as in document templates and also support value functions.
You can also use predefined tokens:
{{@date}}- the current date and time{{@number}}- the current document number.
Formatting options
Microsoft Teams messages support formatting options such as bold text, headers, and hyperlinks. See the full list in the Microsoft article .
These are some common examples.
Style |
Syntax |
|---|---|
bold |
**text** |
italic |
*text* |
header (levels 1–3) |
### Text |
strikethrough |
~~text~~ |
hyperlink |
[Plumsail](https://plumsail.com/) |
Note