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While Concourse does have integration with SaveIt (although that could be a bit clearer that you have to flag it for SaveIT AND mark something as both final/complete), Teams has no such feature. There's an underlying issue that I think is causing a challenge.

For many PwCers, we are using Teams (the application) to save and share files--like a project drive. By default, Teams points to the "General" folder (which is a Sharepoint backend--although many users don't fully realize this). As it happens, it is the same Sharepoint that Concourse is using; however, none of the files that I load to Concourse appear (at least not unless you know how to navigate there). What's more, the files that we are loading in Teams don't appear in Concourse (when I click on the Files section, it says no files even though there are many files in the "General" folder). Thus, the user experience is such that it feels like 2 different systems.

What I would recommend to the Concourse/MSFT integration team, would be to make Concourse and Teams point to the same directory. Either "General" or the "Documents" level that Concourse uses. This hiccup is already confusing my entire practice. Most are just sticking with Teams and it's impeding our adoption of Concourse.

This would solve the Teams integration to SaveIt problem by allowing us to use Concourse to move the files we loaded using Teams into SaveIT.

No clean up is required. Save It is designed to support collaboration throughout the engagement and then at the conclusion the engagement team can just close out the Workspace and then the Workspace (Teams, SharePoint, and associated Shared Drive) is managed through the retention period until disposition. https://pwc.mediaspace.kaltura.com/media/t/1_c2g1t5ip

My teams typically only file final versions of documents and deliverables in Save It, my concern with just using Save It would be that we�d have to do significant clean up when we wrap to remove unnecessary documents. It also (as you mentioned on another idea of mine) is not currently configured as a Teams site. Would you suggest this cleanup is required or that we could leave draft and admin files in the save it site?

Michael Conan
PwC | Manager
Portland (PST) | +1 (503) 422 9632
PricewaterhouseCoopers LLP
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@Michael Conan, I appreciate the clarification. The core of the issue is multiple SharePoint instances for a single engagement. The most impactful way to solve this would be to just use Save It as this would remove the need to file documents within Save It at the conclusion of the engagement. Concourse already provisions Save It and if requested a Save It managed Shared Drive that can meet all of the requirements without the need to move files. This would ensure that versions are maintained correctly and if a sanction the Tams instance could be a Save It Teams instance. Please ping me directly if you would like to discuss this further.

@David I believe you misunderstood the request here - this does not relate to emails at all, but rather is motivated by the fact that moving files to Save It from associated cloud storage is not efficient. The idea would be to have an Add-In (like we have for emails) within Drive / Teams to efficiently copy files to the Save It workspace.

It is certainly feasible for the Concourse application to integrate with the Save It email copy. Currently the Email copy is available from My Workspaces - https://pwc.sharepoint.com/sites/workarc_myworkspaces and in the Emails library of any Save It Workspace. A Send to Save It add-in is also under development for Outlook.

Hi there! Thank you for submitting this idea! We've assigned this to our team focused on Save It and they'll be in touch as they begin to explore this. Thanks again!