Wingman from Excellence IT is a web add-in that connects

Microsoft Outlook and Microsoft 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 numerous 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.

Wingman requires a valid license to use. You can start a free

trial or purchase a license through the Microsoft Marketplace listing below.

Start a free trial or buy a Wingman license

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.

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 various manual steps in Microsoft

365 work.

The result is a faster, cleaner, and more structured way to manage business

content across Outlook and SharePoint.

Wingman for Outlook

firmy Excellence IT (UK)