Wingman is an Outlook web add-in that connects Outlook and SharePoint, making it easier for users to manage email and documents without leaving their inbox.

Many day-to-day tasks in Microsoft 365 still involve unnecessary steps—opening an email, downloading an attachment, navigating to SharePoint, uploading the file, then going back to Outlook. Wingman removes that friction by allowing users to work with SharePoint directly from Outlook.

With Wingman, users can upload emails and attachments straight to SharePoint, attach existing SharePoint files to outgoing emails, and make sure documents are stored in the right location from the start. This helps teams spend less time moving files around manually and more time working with the information that matters.

Wingman is designed for organizations that want a more efficient and structured way to handle email-based documents in Microsoft 365 while keeping SharePoint as the central system for document storage and management.

Benefits

Reduce manual file handling
Wingman cuts out repetitive steps such as downloading attachments locally and re-uploading them to SharePoint. Users can complete common document tasks directly inside Outlook.

Keep content in the right place
Important emails and attachments often stay buried in personal inboxes. Wingman helps move that content into SharePoint, where it can be stored, organized, and managed alongside the rest of the business’s documents.

Improve consistency across teams
By making it easier to save content to SharePoint as part of normal email workflows, Wingman encourages more structured and consistent document handling across projects, departments, and teams.

Support governance and compliance
When emails and attachments are stored in the correct SharePoint locations, organizations gain better visibility, stronger control over records, and improved alignment with document management policies.

Work more efficiently in Microsoft 365
Wingman helps users stay in Outlook while still interacting with SharePoint, reducing context switching and making common Microsoft 365 workflows faster and easier.

Key Features

Upload emails directly to SharePoint from Outlook
Upload email attachments to SharePoint without manual download and re-upload
Attach existing SharePoint files directly within Outlook
Reduce repetitive file handling across Outlook and SharePoint
Help users store content in the correct SharePoint location
Support more structured document storage within Microsoft 365

How It Works

Open an email in Outlook.
Use Wingman to choose the relevant SharePoint location.
Upload the email or its attachments directly to SharePoint.
When composing emails, attach files from SharePoint without leaving Outlook.

This gives users a smoother way to manage documents and correspondence while keeping SharePoint at the center of the workflow.

Why Organizations Choose Wingman

Organizations using Microsoft 365 often depend heavily on both Outlook and SharePoint, but moving between the two can slow users down and lead to inconsistent document storage. Wingman closes that gap.

By simplifying how users save and attach files, Wingman helps teams work more efficiently, reduce avoidable manual effort, and maintain better control over important business content. It is especially useful wherever email and document management are closely connected and where consistency in storage matters.

Summary

Wingman helps organizations streamline document-related email workflows by connecting Outlook and SharePoint in a practical, user-friendly way. Users can save emails and attachments directly to SharePoint, attach SharePoint documents from within Outlook, and reduce the manual steps that often slow down Microsoft 365 work.

The result is a faster, cleaner, and more structured way to manage business content across Outlook and SharePoint.

Wingman

by Excellence IT (UK)