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How to Save Outlook Emails to SharePoint. Connect Email and SharePoint

SharePoint to Email Integration. Get Emails in SharePoint for Collaboration and RMS

Save Incoming Emails to SharePoint

Emails can be added to SharePoint in one of the two ways

  1. ‘Copy to SharePoint’ button in the ribbon will copy the Emails to SharePoint and will leave the emails in Outlook

  2. ‘Move to SharePoint’ button in the ribbon will copy the Emails to SharePoint and also delete the copied emails in Outlook

Use Copy or Move Message button

  1. Select the Email message to be saved to SharePoint. ‘Copy to SharePoint’ and ‘Move to SharePoint’ button is available in the ribbon bar under PageLight group

  2. Save Emails in Office 365 with Email Metadata
  3. Alternatively, open the Email message and ‘Copy to SharePoint’ is available in the ribbon of the mail message.

  4. SharePoint locations, where the contents are previously saved or new SharePoint location can be selected by clicking ‘Select SharePoint Location’

  5. Save to SharePoint window opens and users can enter the Metadata to save the contents in SharePoint

Save Outgoing Emails to SharePoint

  1. Click the ‘Send and File’ button. The email is sent and the ‘Save to SharePoint’ window opens to select the location where the outgoing email messages can be saved.

  2. Save Emails in Office 365 with Email Metadata
  3. PageLight options can be configured so that users can be prompted to save the Outgoing messages to SharePoint. Click the standard Outlook Send button. Email will be sent and based on PageLight configuration SharePoint location window will be displayed to select the destination.

SharePoint in Outlook

  1. SharePoint contents can be viewed, previewed, printed and other DMS actions can be executed from Outlook.

  2. PageLight folders represent a unique SharePoint document library location. Click the PageLight folder and the SharePoint contents are displayed in Outlook. SharePoint views for the document library are also available in Outlook.

  3. Data can be filtered and searched. The files can be previewed or saved locally.

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