Email SharePoint integration for comprehensive Outlook connectivity

Email filing takes hours whilst switching between Outlook and SharePoint disrupts flow and manual metadata entry creates inconsistencies.

Ideagen Mail Manager transforms email SharePoint integration through workflows that preserve metadata and file communications directly from Outlook. No more context switching.

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Overview

Intelligent email filing solution

Ideagen Mail Manager works natively within Microsoft 365, learning your filing patterns whilst transforming fragmented email management into streamlined workflows. Eliminate manual tasks whilst maintaining full audit trails.

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Challenge & Solution

Multiple steps required to save emails to SharePoint creates filing bottlenecks

The traditional process requires selecting emails, navigating SharePoint, finding libraries, uploading files and adding metadata—five steps for one email.

Ideagen Mail Manager reduces this to one click directly from Outlook or can be configured to ‘send and save’ with automatic capture at point of sending. The system preserves metadata, routes to the right location and maintains governance standards without leaving your email client.

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Challenge & Solution

Users must leave Outlook to file emails disrupts workflow continuity

Every SharePoint filing traditionally means leaving Outlook, losing context and breaking momentum.

Ideagen Mail Manager brings SharePoint directly into Outlook—file without switching applications. Contextual filing options appear based on email content whilst real-time synchronisation keeps everything organised. Improve the speed and ease of email filing whilst maintaining natural workflow patterns.

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Challenge & Solution

Manual metadata entry slows down the filing process and creates inconsistencies

Custom properties, document classifications and manual tagging for every email causes teams to give up, creating information silos.

Ideagen Mail Manager ensures consistent tagging based on your taxonomies through metadata prompts and contextual classification. Override when needed but enjoy comprehensive searchability without the overhead. Email SharePoint integration that actually scales.

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See Ideagen Mail Manager in action

Access your personalized demo below.

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Additional reading

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IKM Consulting

IKM Consulting belive without Mail Manager, it would put a significant time constraint on people to file and search emails, and it will run the risk of human error. It would increase our workload and introduce another layer of error.

M. J. Harris Construction Services, LLC

It simplifies a manual process and allows to search for emails in an intuitive way, allowing them to quickly find key information.

GVK-Siya Zama Construction

They see Mail Manager as a user-friendly time-saving product, that should help companies to improve performance. And even for those who avoid change, GVK was able to quickly implement the software and promote the benefits across the business.

LiRo Group

With Mail Manager, the staff has time to focus on core business functions, which has shown in improved efficiency, productivity, results, and client feedback.

Guildprime Specialist Contracts Ltd.

The company is split into two departments that have their own separate filing locations while timestamps are attached to all emails. With each new project, the team sets up shortcuts that sends emails into specific folders to simplify the task of finding information.

enstruct

Implementing a solution that standardised the filing of emails across the entire business was, vital.

BAAM

“Mail Manager provides more efficient admin of the email world, as well as higher confidence in the integrity of our filing system."

Enspire Solutions

One employee would spend one hour per day for two weeks trying to manage a full inbox, which equates to around $1,500 - which would be doubled for a director. Mail Manager removes this potential loss by ensuring emails are immediately filed to the appropriate server location.

RPA Group

RPA were able to start using Mail Manager within two months across the entire company. Following the easy implementation.