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In Microsoft Teams, Press the Apps button in the left column, then search for App4Legal. Press on the app then Add button on the opened App4Legal setup window.


 


How to login?

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Once App4Legal Add-On opened, a "Sign in using with Microsoft accountand App4Legal" will appear in the middle of the page. Click it to start the authenticate process with Microsoft and App4Legal servers. 

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The first step, Microsoft authentication will be done automatically using the logged-in account in Microsoft Teams. PLEASE MAKE SURE TO ACCEPT ANY PERMISSIONS NEEDED TO AVOID ADD-ON MALFUNCTION. The add-on uses lots of permissions in order to achieve its goals, these permissions include access and editing of the following objects: Team, Channel, User Extensions, Organization Extensions, ChannelMessages, ChannelMembers and other permissions. It is a must to accept the permissions needed for a logic add-on functionality. Click Accept to grant the consent for the user and the application to have access for Microsoft resources.

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  • App4Legal Login

The second step is to login into App4Legal server by entering the credentials in the pop-up appearing on the top of App4Legal add-on page.

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Once logged-in, you will be able to use the add-on and benefit from its features.466px

How to use it?

The current version of the add-on composed of four main tabs. Three tabs aim to create channels under App4Legal teams which will be created automatically upon channel creation and member selection, and the fourth tab is the setting tab for any user customizable options and sign-out capability.

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To create a channel related to any module, click on one of the three mentioned tabs, then select the intended issue want talk about it in the Search box, click Search. If it is the first time using the add-on or no team of the issue type is found, the add-on will create a new team and add the legal member of the organization to it, otherwise the add-on will search if a channel for the same issue is also already created. If yes, a pop-up will appear to permit for the user to choose the related channel or create a new one, otherwise will move to next screen : Channel member selection.

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In the next screen, you will have the following options:468px

  1. Invite External* App4legal contacts as guests to the channel
  2. Add members from the organization to the channel
  3. Select any related contacts to the current issue (matter, litigation, hearing, or contract) to be present in the channel

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Search for any external contacts needs to be included in the channel and press Add button. The same for adding organization members.


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After finishing choosing the channel members, press Meet Now button. Meanwhile, the add-on will create the channel, add the members and invites the guests if any, and prepare the environment.

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After entering a note title, you must choose between Full or Last updated Newest conversation options. Full conversations means export all conversations in the channel, while Last updated means export only the new or updated conversations. Click Export Conversation button to start the process, if it succeeded, a pop-up will appear successful exportation message with a hyperlink to the related issue.

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