Use Case
Email Management Made Easy
Save Emails and Attachments from Outlook to SharePoint and Teams. On Any Device.
Colligo provides a easy solution for managing your emails within Microsoft 365. Effortlessly file and tag your emails to any location in SharePoint, while staying in Outlook. No need to switch apps! Boost compliance and productivity with our Outlook email management software.
Realize the Benefits of
Effective Email Management
Eliminate risks
Outlook is not a wise choice for storing email records. Avoid fines and penalties for record keeping violations.
Save time
View SharePoint in Outlook. Find and save emails and attachments to SharePoint quickly. In line with Outlook best practices.
Prevent knowledge loss
Store everything in one place making it easy when employees come and go.
Automate business processes
Apply labels automatically or manually for improved search.
Quick & simple email management
Most users don’t file email to SharePoint because the process is too complex and time consuming. We solve this by making things simple. Users stay in Outlook when quickly saving email to SharePoint or sharing emails from SharePoint.
Wondering how to access SharePoint from Outlook? Get in touch for more information about our email filing software for Microsoft Outlook.
Automatic Email Filing
Our automatic filing tool allows you to move emails and attachments from Outlook to SharePoint.
You can select daily, weekly or monthly automatic email filing. Just set it and forget it!
Automatic email filing is great for:
- Archiving emails of departed employees
- Moving emails in shared inboxes to SharePoint
- Implementing email deletion policies
- Scheduling batch email copying from project folders or sub-folders
Email Management Resources
Colligo is an expert in all things email management. We’ve got all the resources you need:
- Save Email to SharePoint – 3 quick and easy steps
- Outlook SharePoint Integration – Learn about the value of simplifying the copying and moving of information between these two storage areas
- Outlook Tools for Email Management that Reduce Costs & Risk – How to avoid large financial penalties from email non-compliance
- How to Save Outlook Attachments to SharePoint – 4 easy steps to ensure attachments are saved compliantly
- How to Access SharePoint from Outlook – 2 methods for connecting the two and the pros and cons of each
- Email metadata – Why it’s a key component of your document management strategy
- Email retention – From basics to best practices
- Email records management – How to make it easy with automatic filing or bulk filing
- Email archive solution – Learn how to safeguard email records after employees or contractors leave your organization
- Drag and drop email to SharePoint – Top 5 reasons why drag and drop email filing is the wrong approach
Ready to get started with our email filing software for Outlook?
More great Email Management resources
How to Make Email Records Management Easy with ‘Auto-File’
We’ve got great news for you. Email ‘auto-file’ is here! Join us to see what makes this leading-edge, one-of-a-kind tool special.
Email Manager Fills Microsoft 365 Gap Allowing Accountancy to Modernize in Cloud
Team members have fast way to easily file emails to SharePoint without leaving Outlook: Accountancy Firm Case Study.
How to Rock Email Retention in Exchange Online & Microsoft 365
Email remains a huge record keeping problem for organizations. Learn how to save time managing and retaining email while increasing your organization’s compliance.