Ideagen Mail Manager for Outlook

OVERVIEW

Ideagen Mail Manager (Enterprise Edition)

Ideagen is a recognized Microsoft 365 app award winner – People’s Choice and selected by Microsoft for Best Integration. Trusted by customers and partners around the globe - we're enabling people in business to do more, simply.

*** Now supports selecting and saving multiple emails to Microsoft 365 ***

Connect Microsoft Outlook with SharePoint, Microsoft Teams and OneDrive from any device, empowering users to remain productive in a modern workplace. Example customer usage includes:

• Electronic Document and Records Management (EDRMS)

• Project Management and team collaboration

• Legal teams who would like to stay in Outlook and remain productive with legal matter management

• Email Management in SharePoint using a familiar Microsoft Outlook experience

• Minimizing change for SharePoint / Office 365 adoption

WHAT'S NEW

See: https://www.oneplacesolutions.com/release-notes-oneplacemail-app.html

BENEFITS

Ideagen Mail Manager simplifies the capture, classification, and access to content within Office 365 from any Microsoft Outlook environment, empowering intelligent workplace solutions.

• Simplify the experience of capturing, classifying and accessing content from any Microsoft Outlook environment

• Engage users and improve adoption of different solutions built on Office 365 by personalizing SharePoint, Microsoft Teams and OneDrive

• Minimize change by delivering relevant locations and content to where people work, in a familiar environment

• Modern workplace: Works in every Microsoft Outlook environment including mobile devices

• Productivity: Simple, familiar connectivity to SharePoint, Teams, and OneDrive for content capture and collaboration

• Adoption: Promote active usage of SharePoint, Microsoft Teams and OneDrive for better information management

• Information and records management: capture true and accurate records for better information management and collaboration

FEATURES

• Select and save multiple emails to Microsoft 365 SharePoint, Teams and OneDrive

• Save composed emails (including replies) to Microsoft 365 SharePoint, Teams and OneDrive upon sending

• Prompt to remind users to select a save location upon sending mail (optional via setting)

• Pin the Ideagen Mail Manager app for faster saving and access to Microsoft content

• Support for Shared mailboxes and delegated access to mailboxes

• Support for saving to Lists and inserting links to List items

• Save emails and attachments from Microsoft Outlook to OneDrive

• Insert as links/attachments from Teams Channels

• Convert files and insert as PDF from Teams Channels, SharePoint and OneDrive

• Microsoft Teams: Save emails and attachments to a Microsoft Teams Channel

• Microsoft Teams: Post a conversation to a Teams channel for saved items

• SharePoint: Save emails and attachments from Microsoft Outlook to SharePoint libraries

• Metadata: Automatically capture and promote email attributes to SharePoint columns

• Works on Outlook for iOS (iPhone / iPad), Android (phone), MAC, Outlook Web and Windows

• Fast and consistent user experience on all devices running Microsoft Outlook

• Save in the background and remain productive in Outlook

• Capture email attributes (e.g. To, CC, From, Subject, etc.) and promote to SharePoint columns

• Complete SharePoint metadata without leaving Outlook

• Duplicate email/document checking when saving to SharePoint

• Rename attachments when saving

• Select a content type for a SharePoint location

• Set Outlook email category as 'Transferred to SharePoint'

• Pinned and Recent locations for the fast saving and inserting of content

• Search SharePoint, Microsoft Teams and OneDrive

• Perform follow-on actions after saving content

WORKS ON

Save to/Insert from OneDrive, Microsoft Teams and SharePoint - available on:

• Outlook on iOS (iPhone / iPad)*

• Outlook on Android*

• Web Browser (OWA)

• macOS (Outlook 2016+)

• Windows (Outlook 2016+)

* The Insert feature is not available on mobile devices

PLAN UPGRADE - ADDITIONAL FEATURES

• Insert as links/attachments from Teams Channels

• Insert as links/attachments from SharePoint locations

• Convert to PDF and insert from SharePoint and Teams locations

• Limit of 15 saves/month is removed when saving to SharePoint, Teams, and OneDrive

• Premium technical support

LEARN MORE

• Contact Us: https://www.oneplacesolutions.com/contact-us.html

• Learn more: https://www.oneplacesolutions.com/oneplacemail-sharepoint-app-for-outlook.html

• https://www.oneplacesolutions.com/oneplacemail-feature-comparison.html

NOTE:

• Microsoft Office 365: You require Office 365 SharePoint Online and Exchange Online account to use this add-in.

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The below 'Add-in capabilities' text has been inserted by Microsoft. The third-party referenced below is the Publisher: OnePlace Solutions.