Colligo Email Manager for Office 365

Capture emails and attachments from Outlook 365 and store them in SharePoint and Teams. Auto-applied metadata ensures users can search and easily find what they’re looking for, and enterprises can achieve proper governance and compliance.

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.

Realize Time & Cost Savings, Increase Compliance

Storing emails and attachments in a centralized repository like SharePoint Online instead of leaving them in Outlook:

• Is critical for records management, governance & compliance

• Strengthens knowledge management and collaboration

• Drives consumption and user-adoption of SharePoint and Teams as your system for records and knowledge management, further leveraging your investment in Microsoft 365

Save Emails to SharePoint from Within Outlook

• Quickly and easily file emails and attachments to SharePoint Online without leaving Outlook

• Empower users to save and auto-apply meta- data and retention labels to emails compliantly. No app-switching necessary

Search and Share Emails from SharePoint

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

• Quickly search across SharePoint right from Outlook for opening or sending files with ease

FEATURES

Filing

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

• File singular emails (up to 20 at a time) or in bulk (batches)

• Configure default actions to move or copy emails

• Support for Pinned (Favourite) Locations 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

• Outlook Desktop for Mac or Windows, Outlook Online or Outlook on mobile devices

• SharePoint Online

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/