Ideagen OnePlace Mail continues to innovate for Microsoft 365-driven organisations, and the new Send and Save feature is a game changer for anyone serious about effective email and record management. This enhancement empowers users to efficiently capture business-critical correspondence in SharePoint or Teams-right at the point of sending-without extra steps or hassle.
- Simplified workflow: With Send and Save, users can send an email and file it to the appropriate SharePoint or Teams location in one seamless action—directly from Outlook (on desktop, New Outlook and OWA). No more duplicate steps or forgotten emails; every important message is instantly captured in the right context while workflows remain fast and familiar.
- Guaranteed compliance: By making it effortless to save sent emails, organisations minimise the risk of unfiled business communications, helping meet records management, audit, and regulatory retention requirements. Metadata tags can be added during sending to aid classification and searchability. You can learn more about the importance of records management in our recent article, Future trends in records management and how to stay ahead.
- Easy access and collaboration: With both sent and received emails consistently filed, team members gain a full view of project correspondence in SharePoint or Teams—no more silos or missing context, enabling better collaboration and faster decisions.
- Reduced overhead: Say goodbye to manual filing and reduce the admin burden on staff. The Send and Save prompt fits naturally into users' existing Outlook workflow—meaning greater adoption and stronger records governance.
- For project-driven businesses and regulated sectors, OnePlace Mail's Send and Save feature ensures every critical communication is securely stored and accessible, helping teams work smarter and stay audit-ready. Discover more about how this enhancement can streamline your Microsoft 365-based operations and drive compliance without disrupting productivity.
Additional resources
Explore additional resources to help simplify productivity and compliance in your workplace.
Ready to transform how you manage email and records management?
To take full advantage of the Send and Save feature, get in touch. We're confident that this enhancement will transform the way you and your team collaborate. To learn more and explore how we provide a streamlined and consistent approach to business systems built on Microsoft 365 for better information management and governance, contact us for a personalised demo.
