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.

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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 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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