Features

All TeamCompanion features documented with detailed description, images and videos.

Working with Documents

TeamCompanion offers support for SharePoint document library integration inside Outlook. You can manage documents and document libraries stored on your team project's portal.

The Documents node can be found in the team project subtree in Navigation Pane for each connected team project. It contains all document libraries and their child folders and subfolders. For example, the MSF Agile 5.0 process template uses these default document libraries: Dashboards, Excel Reports, Process Guidance, Samples and Templates, Shared Documents.

When you click on the Documents node, or on any of its child document library nodes or (sub)folders, the corresponding Documents ribbon appears, containing all document management related actions.

TeamCompanion’s support for SharePoint document libraries and documents
Managing document libraries, folders and documents

You can share documents you want to make available to all team members by uploading them to the project portal for your team project. You can create document libraries and organize documents within those libraries, in addition to folders and subfolders.

You can move, delete and rename document libraries and folders, as well as add them to the Outlook's Favorites folder to make them more accessible.

You can open or edit existing documents, as well as copy, delete, move and rename them. Quick addition of Outlook flags and reminders to your documents is also supported.

Managing Document Libraries and Folders

TeamCompanion provides full support for management of document libraries and their child folders.

To create a new document library, click on Documents node in the team project subtree and on the Documents tab, in the Folder(s) group, click on the New Library button. Alternatively, you can right-click on the node and select the same action from the context menu.

To create a new document folder, click on the corresponding document library or folder in the team project subtree and on the Documents tab, in the Folder(s) group, click on the New button. Alternatively, you can right-click on the node and select the same action from the context menu.

To upload a new document, click on the corresponding document library or folder in the team project subtree where you want to upload it and on the Documents tab, in the Folder(s) group, click on the Upload Document(s) button. Alternatively, you can right-click on the node and select the same action from the context menu.

You can also copy, delete, move and rename existing document folders. Click on the document folder of your interest in the team project subtree and on the Documents tab, in the Folder(s) group, click on the corresponding button. Alternatively, you can right-click on the folder and select the same action from the context menu.

Managing Document Libraries and Folders
Notification about changed documents after refresh

The contents of document libraries and folders are not updated automatically when a document is added or deleted on the Team Foundation Server. You can manually refresh the contents of all your document libraries by clicking on the Documents node in the team project subtree and, on the Documents tab, in the Folder(s) group, clicking on the Refresh button. Alternatively, you can right-click on the node and select Refresh from the context menu.

It is not possible to refresh the contents of individual libraries and folders. Document libraries are automatically refreshed while refreshing the team project data cache. After each refresh, new or changed nodes appear in bold text both in Outlook’s Favorites folder and in the team project subtree and additionally show the count of changed documents.

To manually mark all documents in a document library or folder as read, right click on its node in the team project subtree and choose Mark All as Read from the context menu.

Accessing and Managing Documents

Click on a document library or folder in the team project subtree to access the documents it contains. The list of documents is shown in the top part of the Outlook’s central pane, while the bottom part shows properties of the currently selected document.

Documents are opened/edited using the default programs registered for their file types. Select the document you want to open/edit in the list and perform one of the following actions:
- On the Documents tab, in the Document(s) group, click on the Open/Edit button;
- In the part showing the document properties in the central pane, click on the Open/Edit button;
- Double-click on the document in the list;
- Right-click on the document in the list and select Open/Edit from the context menu.

If you make changes to documents shared on the project portal, these are automatically uploaded to the portal, and available to all team members.

Managing Documents

To manually mark a document as read or unread, right-click on it in the list and select the Mark as Read or Mark as Unread action from the context menu respectively.

You can copy, delete, move and rename existing documents. Click on the document of your interest in the list and on the Documents tab, in the Document(s) group, click on the corresponding button. Alternatively, you can right-click on the document and select the action from the context menu.
TeamCompanion supports moving documents between document libraries and folders using drag and drop.

To add a flag to a document in the list click on the flag icon in the Flag column. For more follow up options, right-click on the flag icon and select from the dropdown Follow up menu. Alternatively, you can right-click on the document in the list and select the Follow Up action from the context menu. To add a reminder, in the Follow up menu, click Add Reminder and set up the date and time when you want to be reminded of the selected document.

For more information see under Add Flags/Reminders for Work Items.

All described actions are also available for multiple selected documents in the list.

You can quickly set any document of type HTML of web page as the team project home page in TeamCompanion. Click on the document of your interest in the list and on the Documents tab, in the Document(s) group, click on the Set as Project Homepage button. Alternatively, you can right-click on the document and select this action from the context menu.

Adding Document Libraries to Outlook's Favorites Folder

Add shortcuts to your frequently accessed document libraries and folders to Outlook's Favorites folder, making them even more accessible.

Right-click on the desired document library or folder in the team project subtree in Navigation Pane and select Show in Favorites from the context menu. You can also drag-n-drop it to the Favorites folder.

To remove a document library or folder from the Favorites folder, right-click on it either in the Favorites folder or in the team project subtree and select Remove from Favorites from the context menu.

Quickly access important document libraries from the Outlook's Favorites folder