If you have never heard of Harmon.ie then listen up. Harmon.ie is a very useful add-in for Outlook that makes sharing and saving documents across OneDrive and SharePoint fast and simple. Oh, and did I mention that there is a free version? In this blog I’ll walk through the process of adding Harmon.ie to Outlook and show you how it can make your employees much more productive.
Let’s take a look at how you add Harmon.ie to Outlook. Like other add-ins, you can find Harmon.ie in the Microsoft Office Store. To make this easy, here’s a direct link to the download page.
As a quick note, you will want to make sure that you are downloading the correct version of Harmon.ie before you continue the install. If you are using Outlook 2013 or earlier, the version of Harmon.ie in the store will work for you. If you have already upgraded to Outlook 2016, you will need to download the app from the Harmon.ie website which can be found here.
I went ahead and downloaded the Harmon.ie add-in on my PC to show the process. Once my download is complete, I see these directions for setup within Outlook. All I need to do now is open Outlook to get started!
When I open Outlook I immediately notice a big difference. On the left side of my Outlook window, there will be a Harmon.ie sidebar. When this sidebar is expanded, it should look like the picture below. Notice that because I have OneDrive, Harmon.ie has already added my OneDrive files so I can access them directly from Outlook. To add a SharePoint site to Harmon.ie, I need to click the Add Site... option from the home drop-down menu as shown below.
When I click the Add Site... option, the following screen will pop up. I need to enter in the URL for my SharePoint site in the space provided (I just copied the URL for my SharePoint site from my browser).
Because SharePoint requires a sign in for security purposes, I need to enter my SharePoint credentials into Harmon.ie as well. Once I add credentials and click OK, a pop up should tell me that the site was added successfully.
Now that Harmon.ie is ready to go, I'll show how Harmon.ie can speed up the file sharing process in Outlook. Say I want to send someone a document for review. With Harmon.ie, I can find the document within OneDrive or SharePoint and just drag the file into the body of my email. This will create a link to the document that the email receiver can click on. What if I want the document to be an attachment instead of a link? All I need to do is hold down the Alt key while I drag the document into the email and Outlook will automatically add it as an attachment!
Here is an email I received from a coworker with a PDF attachment that I want to save to SharePoint. All I need to do is click on the drop down arrow next to the attachment and select Save Attachments to SharePoint. Harmon.ie makes it even easier though. If I have a specific place either in OneDrive or SharePoint that I want to save the attachment to, I can select that folder within the Harmon.ie tab and simply drag the attachment to that folder.
To make things even quicker, I can add storage locations to the Harmon.ie favorites tab. This is great for frequently used folders in OneDrive or SharePoint.
Harmon.ie has a ton of cool features that make document management within Outlook a breeze. Check out this quick video from Harmon.ie's YouTube page to get a better idea on how it can help you. Don't have Outlook? No problem! Check out plans and packages here.