Capture emails and attachments from Outlook 365 and store them in SharePoint and Teams with auto-applied metadata – ensuring users can search and easily find what they’re looking for, and enterprises can achieve proper governance and compliance. The Colligo Email Manager add-in is ideal for mid- to enterprise-size businesses that are using Microsoft 365, including SharePoint Online, in industries with regulatory or policy compliance requirements.

Please note: You will need to use your Office 365 account to receive the Colligo add-in.

Benefits for end-users:

• Easily file emails and attachments to SharePoint and Teams on desktop or mobile with a familiar experience across devices

• Automatically extract metadata properties of emails and attachments or manually capture custom fields

• Search SharePoint content within Outlook 365’s native interface; browse and preview lists and check-in or check-out files from a document library; and utilize the drag-and-drop interface to classify emails in SharePoint and manage records – all without switching apps

• Email SharePoint content as links for easy collaboration and file-sharing with teams

Benefits for the enterprise:

• Drive consumption and user-adoption of SharePoint and Teams as your system for records and knowledge management

• Leverage your investment in Microsoft 365

• Increase productivity and collaboration amongst your team

• Support BYOD without compromising information management compliance

• Centrally configure site access for users and groups with an administrative tool non-IT can use

• Quickly deploy the app using the simple Microsoft 365 add-in framework so users get instant access

• Save IT time and money with automatic upgrades and no server downtime

• Enable ‘frictionless’ compliance with company or industry policies by making filing easier for end-users

FEATURES

Filing

• File email and attachments to SharePoint Online, Teams, and OneDrive

• Configure default actions to move or copy emails

• Support for Pinned Locations and Streams for quick email filing

• Smart conflict resolution to prevent duplicate names for emails and attachments

Classification

• Automatically extract email metadata and/or manually capture custom fields

• Ability to hide non-required fields when tagging metadata

• Support for customized and managed metadata (taxonomies and keywords) and person/group metadata

View

• Browse SharePoint, Teams, and OneDrive

Search

• Search SharePoint, Teams, and OneDrive

Share

• Email SharePoint content as attachments in a new email

• Email attachments from SharePoint as links to prevent multiple copies of the same content

Central Administration

• Centralized and simplified deployment via the Microsoft 365 add-in framework

• Admin capabilities to push sites, policies and streams (libraries) to users

Authentication

• Microsoft 365, Azure AD

System Compatibility

• SharePoint Online

• SharePoint 2013/2016/2019 (Including ProPlus and Office 365)

• Virtualization Services (Including Xen Desktop, XenApp, Terminal Services)

• Office 2016

• iOS Outlook App

• Android Outlook App

Language

• English

Multi-cloud/Platform

• SharePoint Online, Teams and OneDrive

Deployment Time

• Minutes

Contact Us: info@colligo.com

Learn More: https://www.colligo.com/sharepoint-app/outlook-sharepoint/