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

Note: This add-in can make use of event based triggers and implements smart alerts. When this is enabled in the Colligo product settings by an administrator, smart alerts are used to remind the sender that that they should save the email with Colligo.

Contact Us: info@colligo.com

Learn More: https://www.colligo.com/sharepoint-app/outlook-sharepoint/