Email Manager for Microsoft 365 Connect Outlook email to SharePoint
Automatically capture and file emails for compliance, records management, and risk reduction.
Quick & Easy Email Filing
Save Emails to SharePoint from Within Outlook
- Quickly and easily file emails and attachments to SharePoint Online without leaving Outlook. Enable one-click email filing directly from Outlook
- Empower users to save and auto-apply metadata and retention labels to emails compliantly. No app switching required
- Auto-file emails on a daily, weekly or monthly basis. Set it once and automate email filing at scale
- Get your email content AI-ready — structured, discoverable, and governed for secure use by AI tools
Let us show you our email management software for Outlook and SharePoint.
Improve Search & Collaboration
Search and Share Emails from SharePoint
- New! View an AI Summary of an email in SharePoint without opening it
- Quickly search across SharePoint, Teams and OneDrive right from within Outlook. Retrieve, open, and share content with ease
- Email SharePoint content as links for easy collaboration and file-sharing with team members
- Ensure AI tools can search and surface only permitted and governed content
Try our Outlook email management solution today.
Get Email Compliant
Realize Time & Cost Savings, Increase Compliance
Storing emails and attachments in a centralized repository like SharePoint Online instead of leaving them in Outlook:
- Is critical for records management, governance & compliance
- Strengthens knowledge management and collaboration
- Drives consumption and user-adoption of SharePoint and Teams as your system for record, maximizing your Microsoft 365 investment
- Improves data quality and governance with classified and tagged information
- Ensures the right content is available, structured, and governed—so AI tools are effective
Email Manager for Microsoft 365 is SOC 2-compliant and trusted by organizations worldwide..
Reap the Benefits
Fast Email Filing – Manual or Automated
- File email and attachments to SharePoint Online, Teams, and OneDrive
- File singular emails or automate filing daily, weekly or monthly in large or small batches
- One-quick filing
- Configure default actions to move or copy emails
- Easily drag and drop emails into folders and have them fully filed and classified
- Pin (favourite) locations for quick email filing
- Enable smart conflict resolution to prevent duplicate names for emails and attachment
- Send & file — save an email to SharePoint while sending, in a single step
Intelligent Classification
- Automatically extract email metadata and/or manually capture custom fields
- Auto-apply retention labels and policies
- Hide non-required fields when tagging metadata
- Customize and manage metadata (taxonomies and keywords) and person/group metadata
- View suggested filing locations based on content and context
Easy Viewing & Searching
- Preview an AI Summary of an email without opening it
- Browse and search SharePoint, Teams, and OneDrive all right from Outlook
- Open documents living in SharePoint, Teams or OneDrive right from Outlook with Colligo
- Pin favourite locations for quick access and browsing
- Enable AI tools to find and use approved and governed email content
Convenient Email Sharing
- Browse and search SharePoint, Teams, and OneDrive all right from Outlook
- Open documents living in SharePoint, Teams or OneDrive right from Outlook with Colligo
- Pin favourite locations for quick access and browsing
- Share links instead of attachments to improve collaboration and maintain version control
Secure & Central Administration
- Centralize & simplify deployment via the Microsoft 365 add-in framework — deploy in minutes
- Leverage admin capabilities to push sites, policies and streams (libraries) to users
- Authenticate with Microsoft 365, Azure AD
- SOC 2-compliant
Rave Reviews
“Colligo Email Manager has saved our legal team hundreds of hours of time.”
Pierre Matte
Director of Corporate & Legal Services, L. Fournier & Fils Inc.
“I don’t know of anybody that’s doing manual filing.”
Records Management Leader
Insurance Carrier
“Lawyers each save 20 hours per month using Email Manager.”
Allison Eccles
Practice Manager, IOPC
“We’re probably saving 15 hours on average per assistant per week.”
Senior Legal Counsel
Leading Warranty Corporation
“They’re just kind of letting the product do its thing.”
Records Management Leader
Insurance Carrier
“It’s taking her, on average, two or three seconds to file an email instead of a minute and a half or two minutes.”
Senior Legal Counsel
Leading Warranty Corporation
Connect Outlook & SharePoint
Find out more about our email filing software for Outlook & SharePoint
For tips and best practices, see our Ultimate Guide to Business Email Management.
Extend With More Capabilities
Email Manager Add-Ons
Email Manager provides the foundation for managing email in Microsoft 365, with add-ons that extend automation, document workflows, and metadata management.
Auto-File
Auto-file your emails on a daily, weekly or monthly basis — ensuring consistent, hands-off email capture at scale.
Document Manager
Explore SharePoint from Teams, web browsers, and Outlook — supporting a complete document management solution.
Office Connect
Add metadata, labels & retention dates, and save & classify files to SharePoint from M365 — acting as a SharePoint connector for Office apps..
Metadata Enrich
Apply and standardize metadata across existing SharePoint content—enabling SharePoint metadata enrichment at scale.
News & Newsworthy
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Saving Over 20 Hours, Per Lawyer, Per Month with Email Manager
Lawyers each save 20 hours per month using Email Manager: Independent Office for Police Conduct case study.
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Email Deletion Policy: How to Reduce Risk and Stay Compliant
Answers to common questions about deleting emails in your organization, and why a policy could decrease risk during litigation or a breach.
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Legal Department Saves Up to 80 Hours a Year Per Person With Email Manager
Legal department compliantly files emails to SharePoint without leaving Outlook: construction company case study.