InVision app for Microsoft Teams

Harness the entire collaborative power of InVision directly inside Microsoft Teams.

If you use Microsoft Teams in your company’s communications, you can use the dedicated InVision app to create new documents, work on existing ones, check your inbox, leave comments, inspect screens, and everything you can do in the InVision browser app.

This article will go over everything you need to know about the InVision app for Microsoft teams:

1. InVision app for Microsoft Teams
   
   • Enabling the app
   • Switching InVision teams
   • Uninstalling the app
2. Using the InVision app in a channel
   
   • Adding a document or group to a channel
   • Renaming a tab
   • Removing a document or group from a channel
3. Sharing InVision links

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.

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PART 1 - InVision app for Microsoft Teams

This section will explain how to use the InVision personal app in Microsoft Teams as your one-stop for ideation, collaboration, and product development.

Enabling the InVision app in Microsoft Teams

To enable the InVision app:

1. In the Microsoft Teams left sidebar, click the Apps icon.
2. Search for and click InVision.
3. Click the Add button to enable the InVision app on your sidebar.
4. Click Sign in and enter your InVision credentials. Alternatively, click Sign up to create a new account.
5. Select your team. You will see a view showing your documents and groups.

Once added, the InVision app will be accessible via the Apps menu. Use the app to create new documents, work on existing ones, check your inbox, leave comments, inspect prototypes, and do everything you can do in the InVision browser app.

To pin the InVision app:

1. On the left sidebar, right-click the InVision app.
2. Click Pin.

Switching InVision teams

If you use more than one InVision workspace (be it in V6 or V7), you can easily switch between them the same way you would on the InVision desktop application.

Uninstalling the InVision app from Microsoft Teams

To uninstall or remove the InVision app from Microsoft Teams:

1. Right-click the InVision app.
2. In the dropdown, select Uninstall.
3. In the confirmation modal, click Uninstall.

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PART 2 - Using the InVision app in a channel

In this section, you will learn how to pin documents or groups to a channel so that everyone always has access to key relevant work.

Adding a document or group to a channel

You can switch teams before adding a document, if needed.

To add a document or group to a channel:

1. Open the appropriate Microsoft Teams channel.
2. At the top of the page, click the icon.
3. In the Add a tab modal, select InVision.

   If you’re not signed in yet, you will be prompted to authenticate.

4. Select the Documents or Groups tab and select an existing document or group.
5. Click Save.

Renaming a document or group tab within Microsoft Teams

This action does not rename the document or group in InVision. It only renames that specific tab in the channel. To change the name of a document or group in InVision, please check out this article: How do I rename groups and documents in InVision V7?.

To rename a tab:

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

Removing a document or group from a channel

To remove a document or group from a channel:

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

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Part 3 - Sharing InVision links in Microsoft Teams

Sharing a link from the InVision app in Microsoft Teams

To share an InVision link in Microsoft Teams:

1. Open the document you want to share in the InVision app.
2. In the upper right corner of the document, click Share.  
3. Optionally, click Settings to manage share settings.
4. Click Copy Link.
5. Open the appropriate Microsoft Teams channel or chat and paste in the link.

To learn more about InVision and Microsoft Teams, check out this article: Freehand whiteboard app for Microsoft Teams.