Use Case

Email Management Made Easy – SharePoint Outlook Integration

Save Emails and Email Attachments from Outlook to SharePoint and Teams—On Any Device
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Use Case Email Management Made Easy – SharePoint Outlook Integration - image three people around desk

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.

Book Your Demo
Use Case Quick & simple email management - image people around desk-1
Connect Outlook to SharePoint and bulk migrate emails

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!

"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."
SpecialistInformation Technology, Compliance Agency
"As a small legal team in a large organization, we quickly discovered that Sharepoint did not offer the email filing experience we required. Colligo has provided a cost effective and easy solution which now enables us to record the information we need."
Jenny BrownLegal Services, Brisbane Airport Corporation
"Colligo solves the problem of classifying and properly managing case-based emails while increasing user adoption. My client was extremely happy with the solution because it got the job done and was easily adopted by the end users."
Amina ElgouacemCEO, NEOSTEK
"Colligo helped us serve the needs of both people capturing emails and the people with whom those emails are being shared. The sales team now know how to save and categorize emails at a high level, and do tagging effectively with metadata so others searching can find things rapidly."
IT Solution Architect
"People were used to creating Outlook folders, and then creating more folders within them, down and down. When you are getting thousands of emails, this gets even more complex. We needed an easy way to transfer emails and attachments to SharePoint that integrated with Outlook, Windows and Explorer."
Michel GuenetteVice President, Information Technologies, Ovivo
"From my point of view, Colligo simply makes SharePoint transparent to the user. The user can keep spending all their time in Outlook, feeding the SharePoint libraries and adding metadata without any effort. I don’t think you can properly use SharePoint without connecting it to Outlook."
Jean-Francois ThibeaultP.Eng., Vice President, Major Projects, Ovivo
"Easy & efficient solution for filing emails."
Nichole VonkUnited Church
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