SharePoint-Outlook Integration

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

Outlook File

File emails and attachments in SharePoint

Bring emails and attachments into SharePoint and out of personal inboxes with seamless SharePoint integration with Outlook.

  • Drag-and-drop emails and attachments to SharePoint/Office 365 while capturing associated properties (metadata)
  • Automatically file emails to SharePoint using Send-and-File
  • Automatically move incoming emails to SharePoint using Outlook rules
  • Declare records using SharePoint’s in-place records management
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Tag with SharePoint properties

Simplify search and meet records management compliance requirements with the industry-leading metadata capabilities of the Colligo Engage Outlook app.

  • Automatically extract email tags with 22 common properties, such as “To”, “From”, “Subject” and “Send Date”
  • Use any of SharePoint’s properties, including enterprise-managed metadata (taxonomies, keywords) and person/group metadata
  • Categorize emails and attachments types to comply with regulatory and organizational requirements
  • Tag documents individually or in bulk for multiple file uploads
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Outlook Edit Properties

sync-diagram

Sync and distribute content automatically

Colligo’s powerful SmartSync technology automatically resolves conflicts and makes all relevant content available to users, connected or offline, for best-in-class SharePoint email integration.

  • Pre-configure which libraries and folders to sync for teams or individuals
  • Allow business managers to push out content to individuals or groups of users
  • Enable users to define sync settings as needed
  • Set automatic synchronization frequency or manually sync
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Search multiple locations simultaneously

Find emails, documents and other content with ease without ever leaving Outlook.

  • Simultaneously search Outlook, SharePoint, Office 365 and OneDrive for Business for emails and attachments directly from a search pane within Outlook
  • Search on email properties (To, Subject, etc.) or custom metadata
  • Double-click to open emails and documents directly from search results
  • Attach an item directly from the search results view to a new email
  • Send a link to an item’s SharePoint/Office 365 location from the search results
  • Leveragethe full search capabilities of SharePoint/Office 365
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Outlook Find

Outlook View

View SharePoint content within Outlook

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

  • Browse, open and preview files, lists and any other SharePoint content from within Outlook
  • View SharePoint content and access SharePoint features such as check-in, check-out within Outlook, online and offline
  • Preview items in SharePoint without the need to open them directly
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Share content without duplicating

Streamline collaboration and reduce content duplication by leveraging SharePoint integration with Outlook.

  • Email attachments as links to prevent multiple copies of the same content
  • Share SharePoint documents with fast, right-click access to ‘send as attachment’ and ‘send as link’
  • Copy SharePoint content URL for collaboration
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Share in Outlook

Manage user access and enforce compliance

 

Configure user access to Office 365/SharePoint sites, libraries, folders and favorites for groups of employees, across all their devices, from your Colligo Engage Console.

  • Enforce compliance through secure, centrally-managed policies
  • Set policies at the content, device or user level
  • Generate reports to understand user activity and compliance
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SharePoint Email Integration on Mac

Got users on Macs? Get them onto Office 365/SharePoint to comply with your email records management and regulatory policies. With the Colligo Engage Mac app, users can easily capture emails and attachments in SharePoint from the convenience of Finder.

Mac metadata email prompt

Colligo Engage for Mac app, email metadata prompt

Mac Emails in Finder view

Colligo Engage for Mac app, emails in Finder view