Three ways to save an email from Outlook to SharePoint

Elissa
02 November 2018
Three ways to save an email from Outlook to SharePoint

OnePlaceMail delivers SharePoint locations directly to the user in the Outlook Navigation pane, providing seamless integration for users to save an email from Outlook to SharePoint.

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Save an email from Outlook to SharePoint

As everyone works differently, there are three options when copying, moving or saving an email to SharePoint using OnePlaceMail.

  1. You can simply drag and drop an email to a SharePoint location in your Outlook Navigation pane
  2. Select a single email, or multiple emails you can use the 'Copy to SharePoint' or 'Move to SharePoint' buttons in the Outlook home ribbon
  3. Alternatively, you can right click on emails and select 'Copy email to SharePoint'

Three ways to save an email from Outlook to SharePoint

When an email is saved to SharePoint, OnePlaceMail will capture the email attributes and promote these columns.

When you select 'Copy to SharePoint' the email will be categorized and tagged blue with a 'Transferred to SharePoint' category making it easy to find which emails have been saved.

If at a later time, you would like to locate where this email has been saved in SharePoint, you can simply select the 'Open location in the browser' button from the Outlook home ribbon.

What about saving email attachments to SharePoint?

OnePlaceMail desktop application will by default, save the email and the attachment together as a msg file in a single save transaction.

If there is a need to save the attachment separately, you can drag and drop the attachment to a SharePoint location in the Outlook Navigation pane, or right click on the attachment(s) and select 'Copy Attachment(s) to SharePoint'.

Saving email attachments to SharePoint

Whether you are saving emails or attachments, the save process is completed in the background, allowing users to quickly move on to their next task.


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