Make SharePoint records management a breeze with Colligo
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
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.
More great Records management resources
Tips for how to govern with excellence from First Nations records management course at ARMA regional conference I had the pleasure of attending and speaking
“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.”