Colligo Office Connect for M365
Work with SharePoint directly from Office—and extend your information governance beyond email.
Manage Documents
Extend Email Governance to Documents—Without Changing How Users Work
Colligo Email Manager helps organizations manage email in Outlook with Microsoft 365. Office Connect builds on that foundation, enabling users to manage documents with the same consistency—directly from Word, Excel, and PowerPoint.
Instead of switching between applications or relying on manual filing, users can save, tag, and access documents in SharePoint as part of their natural workflow.
Access SharePoint From Office Apps
Make SharePoint Part of the Office Workflow
Managing documents in SharePoint often requires users to switch between applications, apply metadata manually, and remember to file content correctly—leading to inconsistent adoption and compliance gaps.
Office Connect removes these barriers by bringing SharePoint directly into Microsoft Office, allowing users to:
- Save documents to SharePoint without leaving Word, Excel, or PowerPoint
- Apply metadata and labels at the point of creation
- Search and access SharePoint content within Office apps
- Work more consistently and compliantly across document workflows
Ensure Compliance
Improve Adoption, Compliance, and Efficiency
Keep users in their flow
Reduce friction by eliminating the need to switch between applications.
Improve metadata and compliance
Ensure documents are classified correctly from the moment they’re created.
Increase SharePoint adoption
Make it easier for users to work within SharePoint using familiar tools.
Extend your existing investment in Email Manager
Apply the same governance approach across both email and documents.
Drive Efficiency
Scale Information Governance Across Microsoft 365
Our SharePoint connector is designed to extend Colligo Email Manager, helping organizations manage both email and documents consistently across Microsoft 365.
Start with Email Manager. Extend when you need document workflows.
Email Manager supports Outlook-to-SharePoint workflows and email governance.
Office Connect complements this by enabling users to manage documents directly within Word, Excel, and PowerPoint.
This add-on is a strong fit for organizations that:
- Already use (or are evaluating) Email Manager
- Need to manage both email and documents in Microsoft 365
- Require consistent metadata, classification, and compliance across content
- Want to improve SharePoint adoption without changing user behavior
Common Questions About SharePoint Connectors
A SharePoint connector allows users to connect Microsoft Office applications like Word, Excel, and PowerPoint directly to SharePoint, making it easier to save, access, and manage files without leaving those apps.
With Colligo Office Connect, users can save files directly to SharePoint from within Office applications, apply metadata and labels, and ensure documents are stored in the correct location from the start.
While Microsoft 365 provides basic integration, a SharePoint connector improves usability, ensures consistent metadata application, and helps drive adoption by simplifying how users work with SharePoint.
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