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

OneDrive, Microsoft Teams and SharePoint - available on:

Outlook on iOS (iPhone / iPad)*

Outlook on Android*

Web Browser (OWA)

macOS

Windows

* The Insert feature is not available on mobile devices

Support Policy: Ideagen Mail Manager follows the Microsoft Office for Windows configuration support matrix — see https://learn.microsoft.com/en-us/lifecycle/office-windows-configuration-matrix

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.

Ideagen Mail Manager for Outlook

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