Colligo NewsEmail Metadata: Key to Your Document Management Strategy

2020 saw more growth in cloud-based collaboration and document storage than any prior year. Clearly, the crisis of COVID-19, and the subsequent push to work from home were the key drivers. Under emergency conditions, the push was done quickly and lacked the usual rigour of planning and review. In the short term, flexibility, and the time-sensitive need to maintain business continuity was deemed to be a higher value than aligning with traditional compliance protocols.

But now it is 2021. With the main health crisis behind us, many companies are taking a fresh look at how to bring control and order to their cloud-based documents. Companies are rapidly learning the content management tools of their new cloud provider, like Microsoft 365, such as libraries, views, content types, metadata, retention labels, and so on.

Top-down vs Bottom-up Approaches to Document Management

Top-down approaches, where a document storage structure is imposed, even by well-meaning and competent records managers, have proven to result in low adoption or even spawn unexpected workarounds to avoid dealing with an overly complex document management process.

Colligo recommends you develop your Information Architecture plans, using a bottom-up approach, where you engage each business unit to ensure storage is designed to meet the practical needs of the business, such as rapid and relevant search results or the ability to extract sets of documents to comply with regulatory audits or requests.

In this grass roots effort to optimize the document storage architecture, it is not unusual for email content to be neglected or added to the design as an afterthought. This is unfortunate because email is still the source of a substantial number of company records and knowledge that must be stored, catalogued, and preserved.

See our blog about implementing metadata in SharePoint. Colligo also has a practical metadata matrix spreadsheet, available on request, to facilitate documenting your content types, metadata, and repository plans.

Colligo Email Manager for M365: Easy Email Capture from Outlook to SharePoint

Colligo Email Manager for M365 is designed to leverage M365 SharePoint content services and provide employees with a simple user experience. Not only does it help leadership ensure files end up in the right places, properly tagged, but it also saves users considerable time in their day-to-day work.

Automatic Metadata Extraction

Metadata (aka tags, properties, labels) is the key component in any robust Information Architecture plan. Metadata describes a document externally, separate from the content contained therein. Metadata supercharges Search accuracy and can function as a trigger for auto application of Microsoft Labels, which ensure appropriate retention and access rules are applied.

As useful as metadata is, user adoption of the process of applying metadata at the point when files are ingested into a document management system has historically been a struggle. Users perceive metadata as unrewarding work and a time killer. As a result, many documents go into systems untagged or mis-tagged. To address this concern, Colligo Email Manager automates the extraction of the most common metadata your employees will use to search for emails. For example, who is the sender, who are the recipients, what is the email subject, the date received or sent, and so on. There are currently 23 different types of metadata that Colligo can automatically extract from emails.

Including Email Metadata in Your Content Types

To take advantage of this automation, we recommend you consider what email metadata columns listed in the table below are helpful to include in your Content Type design.

Email Metadata Supported by Colligo

Email Metadata SharePoint Column Name Type
Attachment Attachment Yes/No
Bcc Bcc Text (single or multi-line)
Bcc-Address Bcc-Address Text (single or multi-line)
Bcc-Type Bcc-Type Text
Categories Categories Text
Cc Cc Text (single or multi-line)
Cc-Address Cc-Address Text (single or multi-line)
Cc-Type Cc-Type Text
Conversation Conversation Text
From From Text (single or multi-line)
From-Address From-Address Text (single or multi-line)
From-Type From-Type Text
Importance Importance Number
Received Received Date/Time
Received-UTC Received-UTC Date/Time
Sensitivity Sensitivity Number
Sent Sent Date/Time
Sent-UTC Sent-UTC Date/Time
Signed By Signed By Text
Subject* Subject Text

*Note: The email subject will be copied to the Title column by default

To To Text (single or multi-line)
To-Address To-Address Text (single or multi-line)
To-Type To-Type Text

The Colligo Email Manager User Experience

Colligo Email Manager for M365 is designed to minimize the time required to accurately inject emails into SharePoint through automation including prompts where to file documents based on sender, automatic metadata extraction from emails, and compliance with default and required metadata rules set up in SharePoint.

Here is a sample screen where metadata is applied. The first selection is Content Type, which determines which metadata fields appear on the input form.Colligo supports all the standard metadata column types including Managed Metadata (recommended method), Choice, Yes/No, Text, Lookup, etc.

Note that Microsoft Retention Labels can also be set at this point along with other metadata if set up.

Optimizing Library View Design for Emails

Collecting metadata is essential, but so is how those documents, particularly emails, are displayed in your libraries. Library Views determine how documents are displayed to users, including the metadata columns that are available to sort and filter documents.

The default View for an out-of-the-box SharePoint or Microsoft Teams library does not show helpful email metadata and will only sort documents in the order they have been copied into SharePoint.

Unhelpful Default View in a New Document Library

This default view has many deficits:

  • No email subject, just an unhelpful file name
  • The Modified date has no relation to the date the email was actually received
  • No other metadata is displayed to identify the project or customer or topic of emails

A better view will include:

  • Title column contains the email subject
  • From column identifies the sender
  • Received column indicates the date the email was received (not when it was filed). Sorting on the received column from newest to oldest is helpful
  • Any other metadata columns needed to identify the purpose of the email or a workflow task

Content Type Tips

SharePoint Content Types are the recommended method to organize your metadata in SharePoint. A Content Type has its own set of metadata columns and can also have its own document template associated with it. Content Types are hierarchical sub-types inheriting the properties of the parent type. This saves time and ensures consistency between related Content Types. For example, you can create a generic content type called ‘email’ based on the ‘document’ Content Type where you add the metadata columns for email. Then you can create a department-specific email Content Type based on that ‘email’ content type that will include all those email columns plus any columns that are needed for a specific business purpose. For example, an “HR Job Applications” Content Type may include all the ‘email’ columns plus additional columns for the position applied for, department, and the applicant’s name.

Summary

  • Including email in your Information Architecture design is essential when you consider how many company records and knowledge flow in by email.
  • Storing email in SharePoint with automatically extracted metadata is ideal to capture and preserve records and knowledge.
  • Colligo Email Manager facilitates quick and easy email capture along with pertinent metadata.

 

 

 

Tagged as: Email Capture, Email Management, Email Management in SharePoint, Metadata, Microsoft 365, SharePoint

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