App4Legal Add-On in Microsoft Teams facilitates the collaboration, conversations, and video meetings between related contacts to a matter, litigation case, contract, and hearing in App4Legal core. It permits also to an archive of any conversation and files shared in Microsoft Teams to the App4Legal database.
Sign in to the Microsoft Teams admin center.
Select Org-wide settings > Guest access.
Set Allow guest access in Microsoft Teams to On.
Note: Changes may need 24 hours to take effect.
Note: It may take few hours for the app to be installed.
For more info, please check the Microsoft official document.
As a user, you can install the app manually if the above steps not succeeded and the app does not appear in your applications panel.
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.
Once App4Legal Add-On opened, a "Sign in with Microsoft and App4Legal" will appear in the middle of the page. Click it to start the authenticate process with Microsoft and App4Legal servers.
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, ONLY ORGANIZATION ADMINSTRATOR CAN ACCEPT THESE PERMISSIONS. 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 to Microsoft resources.
The second step is to login into the App4Legal server by entering the credentials in the pop-up appearing on the top of the App4Legal add-on page.
Once logged in, you will be able to use the add-on and benefit from its features.
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 defaults.
The supported modules:
To create a channel related to any module, click on one of the three mentioned tabs, then select the intended issue to want to 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 the user to choose the related channel or create a new one, otherwise will move to the next screen: Channel member selection.
In the next screen, you will have the following options:
*It means not related directly to the issue.
Search for any external contacts that need to be included in the channel and press Add button. The same for adding organization members.
After finishing choosing the channel members, press the Meet Now button. Meanwhile, the add-on will create the channel, add the members and invites the guests if any, and prepare the environment.
After channel creation complete, the add-on will redirect you automatically to it.
App4Legal add-on will add on the top of each created channel an App4Legal Tab, this tab permits to export of the channel conversations as notes and files as attachments to the related case or contract.
After entering a note title, you must choose between Full or Newest conversation options. Full conversations mean export all conversations in the channel, while Last updated means export only the new or updated conversations. Click the 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.
To export the channel files as attachments to App4Legal servers, choose the wanted files from the right list then click the Export Files button, a pop-up will appear successful exportation message.