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Filing Teams chat messages
Who is this article for?Users who want to learn about filing Teams chat messages and conversations.
Mail Manager desktop plugin is required.
The Teams Chat Filer allows users to file chat messages and conversations within Microsoft Teams to Mail Manager M365 filing locations.
1. Prerequisites
- Installation of the Teams Chat File app within your M365 tenant
- Mail Manager on a Windows PC
- Configure user preferences
- Enable "Share locations from your PC"
2. Configure user preferences
- From Mail Manager select Tools > User Preferences.
- Choose Microsoft 365.
- Under the SharePoint section ensure your tenant URL is listed.
- Enable Share locations from your PC.
3. Filing chats
- Within Microsoft Teams hover over the chat message you want to file.
- Click the three dots.
- Select File with Mail Manager.
- Set the filing Location (only M365 filing locations will be available).
- Update Subject as required
- Tick all messages to be filed.
- Select the File Messages button.
The messages, including attachments will be saved to the selected location as an .eml file.
When filing is completed, you can the filing location by clicking the location description e.g.
Looking to file long chats/conversations?
Selecting a message to file will expose 10 messages before and after for filing. You can tick/untick the relevant messages you wish to file, up to 21 messages at a time.
4. Filing conversations
Filing conversations works slightly differently to Teams chats because it will only select the messages that are part of a conversation chain, and not all messages within the entire Teams channel.
To file conversations:
- Hover over the conversation you want to file.
- Click the three dots.
- Hover More options.
- Select File with Mail Manager.
- Set the filing Location (only M365 filing locations will be available).
- Update Subject.
- Tick all messages to be filed.
Only the messages from the selected conversation are available for filing.
If you want to file the entire conversation, select the header/first message from the conversation. - Select the File Messages button.
The messages, including attachments will be saved to the selected location as an .eml file.
Looking to file long chats/conversations?
Selecting a message to file will expose 10 messages before and after for filing. You can tick/untick the relevant messages you wish to file, up to 21 messages at a time.
5. Searching for Teams chats and conversations
Chats and conversations are saved as .eml files, which can be found using Mail Manager's search, similar to searching for filed emails from Outlook. For more information see: Getting Started with Search
Note:
-
Participants of chats and conversations can be found using the Including and To fields
-
The filer of the chats and conversations can be found using the From field.
6. Further Reading