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How do I enable the Freehand app in Microsoft Teams?

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With the Freehand by InVision app, you can harness the collaborative power of Freehand directly inside Microsoft Teams.

Be sure that the admin of your Office 365 organization has toggled on the ability to allow external apps in Microsoft Teams. When enabled, users can add tabs and bots that are available to the Office 365 tenant. To learn more, visit the Microsoft Teams help center.

Installing the app for the first time

To enable the Freehand by InVision app in Microsoft Teams:

  1. In the left sidebar of Microsoft Teams, click the Apps icon.
  2. Type "Freehand by InVision" in the top-left search field and click the Freehand by InVision app.
  3. Click the Add to a team button.
    If you want to add the app to a specific chat only, click the drop-down and select Add to a chat.
  4. Search for a channel where you'd like to add the app and click Set up a tab.

A pop-up modal will appear immediately, prompting you to attach a new or existing Freehand.

microsoft-teams-installing-freehand.gif

To attach a freehand:

  1. If not already signed in, enter your InVision Cloud credentials and click Sign in.
  2. Next, you can search for an existing freehand or click New Freehand.
  3. If you choose New Freehand, name your freehand and choose the correct account.
  4. Click Save.

A tutorial will appear, but you can click Skip Tutorial if you don't need it. You can now begin creating your freehand. Don't forget to click Save Draft.

microsoft-teams-create-new-freehand.gif

Adding freehands to new channels

Once installed, you can embed any existing or new freehand in any channel. Everyone in the channel will be able to join the freehand and collaborate in real-time.

To add a freehand to a new channel:

  1. Open the appropriate Microsoft Teams channel.
  2. At the top of the page, click the + icon.
  3. Click Freehand by InVision.
  4. Choose an existing freehand or click New Freehand.
  5. Click Save.
microsoft-teams-add-freehand-to-another-channel.gif

Renaming the Freehand by InVision tab

At any time, you can rename the Freehand by InVision tab.

This action does not rename the freehand in InVision—it only renames the tab in that specific channel.

To rename the tab:

  1. Open the appropriate Microsoft Teams channel.
  2. At the top of the page, click the tab associated with the freehand.
  3. Next to the tab name, click the drop-down and select Rename.
  4. Enter a new name and click Save.
microsoft-teams-rename-freehand-tab.gif

Removing a freehand

To remove a freehand from a channel:

  1. Open the appropriate Microsoft Teams channel.
  2. At the top of the page, click the tab associated with the freehand.
  3. Next to the tab name, click the drop-down and select Remove.
  4. To confirm, click Remove.
microsoft-teams-remove-freehand-tab.gif

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