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App Management

The App Management page is where administrators can download the Manage Record app.

The Manage Record option enables Gimmal Records Managers to view record details and perform lifecycle actions for an individual file directly from the SharePoint interface.

Implement App Management

Navigate to App Management within the Microsoft 365 SharePoint Connector.

Click the ellipses button (…) for the app, then click Download.

An .sppkg file will appear in your Downloads folder in File Explorer. 

Login to your SharePoint Admin Center.

Navigate to the App Catalog by selecting More features on the left navigation menu and click Apps.

Click App Catalog.

Click Apps for SharePoint.

Click Upload, choose the .sppkg file previously downloaded from the Microsoft 365 SharePoint Connector App Management page, and click OK.

Click Deploy to deploy the Manage Record functionality to the SharePoint Online App Catalog.

NOTE – Select Make this solution available to all sites in the organization to automatically add the app to all new and existing sites in the organization.

Verify that the app is deployed to the SharePoint Online App Catalog.

Manually add the app to a SharePoint site by navigating to a SharePoint site and click Site Contents.

Click (+) New and select App.

Select the Gimmal Cloud – Microsoft 365 Connector Manage Records app and click Add.

Verify the Gimmal Cloud – Microsoft 365 Connector Manage Records app is added to Site Contents.

The Gimmal Manage Record button will now appear for documents being managed by Gimmal Records.

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