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SharePoint Outlook Integration

SharePoint Outlook Integration

Jai FinkNovember 2, 2022February 11, 2023

Save Outlook emails to SharePoint

  • Drag-drop to file Emails (with attachments) or only attachments to SharePoint directly
  • Captures email attributes automatically like To, From, Subject, Date, and Attachment names
  • File emails in the background when users work in Outlook. Automatically save emails to SharePoint using Outlook rules

Tag emails during upload

  • Apply custom metadata during upload
  • Support for all metadata types, including enterprise managed metadata (Taxonomy and Keywords) field and User field
  • Use custom metadata to categorize emails

Find SharePoint contents in Outlook

  • Search on SharePoint metadata fields from Outlook

SharePoint Collaboration from Outlook

  • SharePoint contents can be sent in email as link to prevent duplication
  • Share SharePoint contents as attachments with a simple right click ‘Copy Attachment’
SharePoint Outlook Integration

Send and File in SharePoint

  • Save outgoing email from Outlook to SharePoint for records management

File Explorer to SharePoint

  • Right-click folders or files from a network share to send to SharePoint
  • Tag uploaded contents with SharePoint metadata

Enterprise deployment of PageLight

  • Rollout PageLight to one or multiple users
  • Manage user settings on per user basis or department basis
  • Centrally administer SharePoint sites, folders, and favorites
  • Allow records managers to enforce regulatory governance without IT knowledge

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