Use Case

Make SharePoint records management a breeze with Colligo

Filling gaps in SharePoint, Colligo enables email and content capture from Office 365

Colligo makes it easy for employees to capture emails and content right into SharePoint—all within the familiar Office interfaces you use every day. Users stay in Outlook, Word, Excel, PowerPoint, and Teams but save and file to SharePoint with metadata and retention labels, significantly improving search and discoverability in the records management solution.

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

Improve compliance

Retain emails and content as records according to legal, industry, and policy requirements

Improve discovery

Store content in the unified, reliable SharePoint repository instead of siloed inboxes or file folders for quick information surfacing

Extend your investment in Microsoft 365

Capture records to SharePoint with Colligo, functionality not included with SharePoint out-of-the-box

Increase productivity

Stay in your Office apps while capturing and filing records to SharePoint with comprehensive M365 records management

Customers saved hundreds of thousands of dollars

Organizations have shied away from using SharePoint as a records management system because of missing capabilities. Referring to records management in Microsoft 365, Gartner notes, “SharePoint provides strong capabilities in some areas, such as architecture and integration and library services, but has weak or missing capabilities in other areas, such as capture, records management, and workflow and process.”

Colligo fills those gaps in SharePoint and delivers a robust SharePoint Online records management solution. Leveraging the value of SharePoint and Microsoft 365, Colligo bolsters user productivity across your enterprise and supports your information management and records management goals.

"Organizations with complex records management requirements or more than ad hoc capture requirements must purchase a third-party product to address SharePoint’s weaknesses."

Gartner

To learn more about Microsoft 365 records management with SharePoint and Colligo, get in touch.

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