How to Save Email Attachments to SharePoint
Collaborate with team by saving Email attachments to SharePoint
Save Attachments of Incoming Email Messages
Drag and drop the attachments from email body to the PageLight folders
Right click the attachments and select ‘Save to SharePoint’ option and ‘Save to SharePoint’ window will open allowing users to select the SharePoint location
Single or multiple attachments can be selected and uploaded to SharePoint
Save Attachments of Outgoing Email Messages
Attach a file to new email message. PageLight can be configured to suggest users to save the attachment to SharePoint, based on the file size and instead send the link to the file.
Send the email. PageLight can prompt for all outgoing messages to be saved in SharePoint.
‘Save to SharePoint’ window opens to select the destination location and apply any Metadata during the save process
Email Option Configurations
Select the ‘PageLight Mail’ group from Outlook ribbon.Click the Settings button
PageLight configuration window will open
When “Prompt to ‘Save to SharePoint’ when adding attachments to email” is selected, users will be prompted with option of saving to SharePoint when the file size is more than specified in the settings
When ‘Prompt to ‘Save to SharePoint’ when sending emails’ is selected all outgoing emails will be prompted to be saved in SharePoint
SharePoint Integration with Outlook and Office Applications
Discover Document and Email Management solutions for SharePoint.
