Integrate SharePoint and Outlook

Bring SharePoint/Office 365 to where your users are – in Outlook – and boost productivity while keeping your content secure. Provide quick access to emails and documents with full SharePoint/Office 365 integration.

File emails and attachments in SharePoint

Bring emails and attachments out of personal inboxes and into SharePoint/Office 365 with seamless SharePoint/Office 365 integration:

  • Drag and drop emails into SharePoint/Office 365 and capture associated metadata properties along the way.
  • Use Send-and-File to file emails to SharePoint/Office 365…automatically.
  • Move incoming emails to SharePoint/Office 365 automatically with simple Outlook rules.
  • Declare records using SharePoint’s in-place records management.



Tag content with metadata

Make it easier for your employees to catalog, and then find content on SharePoint. Ensure records-management-compliance requirements with the best-in-class metadata-tagging capabilities of Colligo Email Manager for Outlook:

  • Automatically extract 22 common email tags like “To”, “From”, “Subject”, and “Send Date”.
  • Use any of SharePoint’s properties, including enterprise-managed metadata (e.g., taxonomies, keywords) and person/group metadata.
  • Categorize email and attachment types to comply with regulatory or organizational mandates.
  • Tag documents individually or in bulk for multiple file uploads.

Access SharePoint content within Outlook

View SharePoint libraries and folders within Outlook using the familiar Outlook folder tree:

  • Browse, preview, and open files, lists, or any type of SharePoint content in the Outlook user interface.
  • Take advantage of SharePoint features like document check-in and check-out, all from within Outlook.



Search across multiple platforms

Leverage the full search capabilities of SharePoint and Office 365 to find emails, documents, and other content easily without leaving Outlook:

  • Simultaneously search Outlook, SharePoint, Office 365, and OneDrive for Business for emails and attachments directly from an Outlook search pane.
  • Search email properties (e.g., To, Subject, From) or custom metadata.
  • Open emails and attachments directly from within search results.
  • Attach search results items directly to new emails.
  • Share an item’s SharePoint/Office 365 link directly from the search results.


Share content without duplicating it

Use SharePoint integration with Outlook to streamline collaboration and reduce content duplication risk:

  • Email attachment links to prevent content redundancy and reduce version-control risk.
  • Share SharePoint documents with fast, right-click access to “Send as Attachment” and “Send as Link” functions.
  • Copy SharePoint content URLs for collaborative work.

Colligo Console

Colligo Console is the command center for data governance and mobile content management. It’s an essential included component of Colligo Email Manager for Outlook.

Take control of your content: Onboard users, deploy policy, ensure compliance, and report analytics.

Learn more