Document Manager Solution for Microsoft 365
Bring structure, compliance, and consistency to document management in Microsoft 365.
Strengthen Information Governance
A Smarter Approach to Document Management in Microsoft 365
Microsoft 365 provides a strong foundation for document management, but many organizations still struggle with inconsistent metadata, manual processes, and low user adoption.
Colligo addresses these challenges by combining email and document management into a more complete information governance approach. Document Manager extends Colligo Email Manager, enabling organizations to bring greater structure and consistency to documents stored in SharePoint.
Drive Efficiency
Why Document Management Still Falls Short in Microsoft 365
Even with SharePoint and Teams in place, organizations often face:
- Inconsistent or missing metadata
- Manual, user-dependent filing processes
- Poor visibility into where documents are stored
- Low adoption of structured document management practices
- Increased compliance and records management risk
Without the right approach, document management depends too heavily on user behavior.
Simplify SharePoint
A More Practical Way to Manage Documents
Document Manager simplifies how users work with SharePoint by embedding document management into everyday workflows. Users can:
- Save documents to SharePoint in a structured, consistent way
- Apply metadata and classification at the point of creation
- Access and organize documents using familiar interfaces
- Reduce reliance on manual processes
Unify Information Management
Connect Document and Email Workflows
Most organizations manage documents and email separately—creating gaps in visibility and governance.
Colligo takes a more unified approach.
Email Manager enables users to manage Outlook content in SharePoint, while Document Manager extends these capabilities to documents. Together, they support a more consistent approach to managing information across Microsoft 365.
Strengthen Compliance
Improve Adoption, Compliance, and Control
Support better user adoption
Make it easier for users to follow structured processes without changing how they work.
Strengthen compliance and records management
Ensure documents are properly classified and stored from the start.
Increase visibility and control
Make documents easier to find, manage, and govern.
Get more value from Microsoft 365
Build on SharePoint with processes that are consistently followed.
Add Document Control
Scale Information Governance Across Microsoft 365
Start with Email Manager to improve how email is managed in Outlook and SharePoint. Add Document Manager when you need to bring the same level of control and consistency to documents.
Together, they provide a more complete approach to managing information across Microsoft 365.
Learn more about Email Manager.
Manage Documents Consistently
Is This the Right Fit for Your Organization?
Document Manager is best suited for organizations that:
- Already use (or are evaluating) Email Manager
- Need to manage documents more consistently in SharePoint
- Require stronger metadata, classification, and compliance practices
- Want to improve adoption without introducing new complexity
Common Questions About Document Management Solutions
A document management solution helps organizations store, organize, classify, and manage documents in a structured and compliant way.
SharePoint provides the foundation, but many organizations require additional tools to ensure consistent metadata, adoption, and governance.
Colligo helps organizations manage both email and documents in SharePoint with greater consistency by extending Microsoft 365 with structured workflows.
News & Newsworthy
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Superior Email & Document Management With SharePoint Premium + Colligo
An exclusive presentation with Microsoft Content AI Global Black Belt Steve Pucelik. Hear all about the new SharePoint Premium.
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Large Wealth Management Firm
Wealth management firm achieves 100% user adoption, enables a remote work force, and facilitates document capture and classification with Colligo cloud products
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Email Metadata: Key to Modern Document Management in M365
Storing email in SharePoint with automatically extracted metadata is ideal to capture and preserve records and knowledge. Colligo Email Manager facilitates quick and easy email capture along with pertinent metadata.
