Use Case
Email Management Made Easy – SharePoint Outlook Integration
Colligo makes filing and tagging emails to any location in Microsoft 365 quick and easy. Stay in Outlook while accessing SharePoint and filing emails and attachments with labels or metadata. No need for any app switching!
Easy-to-use add-ins improve the functionality of SharePoint for email management and content management to make information compliance for financial institutions less complex. Colligo compliance tools allow users to save and add metadata to SharePoint files right from Outlook, Teams, Word, Excel, and Microsoft 365 – connecting SharePoint with the applications used every day by knowledge workers.
Ensure financial regulatory compliance with regards to content and information, and realize greater ROI on your Microsoft investment.
Realize the Benefits
Eliminate risks
Ensure business records and contracts are not stored in inboxes or shared mailboxes, and avoid fines and penalties for record keeping violations
Save time
View SharePoint in Outlook. Find and save emails and attachments to SharePoint quickly
Prevent knowledge loss
Store everything in one place for employee continuity
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 SharePoint Outlook connector.
More great Email Management resources
Compliance Agency Achieves Massive Time Savings & M365 Adoption
“With Colligo, I get emails to SharePoint a lot faster than I ever did before because it’s so simple and easy and doesn’t require any training.”
Why you can’t afford not to save email to SharePoint
Costs for email non-compliance far greater than implementation of governance solutions Did you know the cost of non-compliance for an organization is nearly three times higher
Why & How You Should File Email to SharePoint
A 30-minute webinar with tips to save you time, ensure compliance at your organization, and maximize your organization’s investment in Microsoft 365.