Email management

Easily save emails and attachments to SharePoint through Send and File, drag-and-drop, and Outlook rules, or copy entire Outlook folders to SharePoint. Instantly capture email message fields, and set content types and custom metadata. Emails are saved as .msg files with unique names.

• Improve email and document management
• Auto-capture standard email metadata such as To and From
• Apply custom metadata within Outlook

Drag-and-drop folders

Copy complete folder structures from the desktop or between SharePoint document libraries with a simple drag-and-drop. The folders are created in SharePoint, files uploaded, and metadata values set on each file imported.

• Specify custom metadata using the default folder-level metadata feature
• Add metadata using a customizable editor

Replace attachments with links

Instantly upload attachments to SharePoint, replacing them with links. Customizable email send rules prompt for uploading attachments before sending, reducing attachment proliferation, and promoting the use of SharePoint for document collaboration and storage.

• Reduce the size of emails
• Overcome OST/PST limitations
• Prevent multiple copies of the same document
• Promote SharePoint-based collaboration

Configuration options

Colligo Contributor supports local caching, improving productivity by delivering instant access to content when working offline or over slow connections. From Colligo Contributor Add-In for Outlook, choose whether a list or library is available online-only or cached.

• Maximize workforce productivity offline
• Automatically sync content when online
• Ensure instant access over slow networks

Document and form libraries

Easily sync document libraries and folders to Colligo Contributor from the toolbar, and access SharePoint libraries right from your Outlook folder tree. Documents and document sets are easily opened, edited, and saved. Create documents using document and form templates, or, just drag-and-drop. In-place records management is supported.

• Drag-and-drop documents to SharePoint
• Update documents from Outlook folders
• Use content types and forms in Outlook

Standard and custom lists

Access custom lists, and many standard lists ,including events, issues, links, contacts, announcements, tasks, and agendas. List items are added or edited with just a few clicks and automatically updated in SharePoint.

• Set content types for list items
• Access and update custom lists
• Add items to standard lists
• Right-click to edit item properties

Views and metadata

Quickly organize and find content with online and offline views. Set metadata for multiple list items and documents simultaneously, with a simple right-click. Set enterprise-managed and keyword metadata using the term store selector. Specify default folder-level metadata for automatic application. Multi-value lookups are supported.

• Right-click to quickly update metadata
• Edit common metadata to multiple files
• Select managed metadata via the term store
• Set default folder-level metadata

Synchronization and version control

Select specific libraries, folders, or lists for sync. Cached content is kept up-to-date with an automatic background sync. When online, modifications to content can immediately trigger synchronization. Configuration options can be set by individual users or locked by IT. Elegant conflict resolution, integrated with Microsoft Word^® compare and merge, notifies of conflicting edits on next connect.

• Set sync on startup, view, edit, or interval
• Resolve conflicts with compare and merge
• Lock content with Check-Out and Check-In

Colligo Administrator

For organizations requiring centralized deployment and administration, increased scalability, and management of SharePoint content on personal devices, Colligo Administrator is an optional administration suite for Colligo’s desktop and mobile products.

• Decrease time and cost of deployment and increase IT efficiency with centralized deployment tools
• Reduce IT management overhead through centralized administration
• Support corporate governance initiatives and address the democratization of IT with secure, centrally-enforced role- and policy-based SharePoint access
• Gain deep insight into Colligo and SharePoint usage to ensure that factors determining SharePoint adoption and ROI can be tracked, communicated, and optimized (planned future release)

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Colligo Contributor SDK

Colligo Contributor SDK is an optional development toolkit, designed to easily integrate and extend Colligo solutions to meet the unique needs of your organization. It includes:

• .NET API to the Contributor Application engine
• Detailed technical information and specifications to enable the creation of custom development, management, configuration, and installation tools