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. 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.
New! Colligo Email Bulk Migration Tool
We have a new email bulk migration tool available as part of Colligo Email Manager for Microsoft 365.
Our bulk migration tool allows you to migrate, copy, or move large quantities of emails and attachments (or folders and sub-folders) from Outlook to SharePoint. This may be for records management, knowledge management or archiving purposes.
Do any of these scenarios sound familiar?
- You’ve terminated an employee(s) and need to preserve their key emails.
- You need to move emails from shared mailboxes to SharePoint.
- You want to schedule a batch copying job from project folders or sub-folders.
- You want to complete a one-time migration before using Colligo Email Manager.
- You’ve implemented a new deletion policy on emails in Outlook and want employee emails archived to SharePoint.
Then our email bulk migration tool can help!
More great Email Management resources
Municipal Government Staff Save Hours Per Day with Colligo Email Manager
“It’s a great product. It’s intuitive, and I don’t say that very often…user adoption of Colligo has been extremely high.”
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.