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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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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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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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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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. 

Real results. Real professionals. G2 verified

Recognized by real users on G2, Ideagen's compliance solutions consistently receive top ratings across the portfolio.

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Additional reading

Why 98% of AEC firms report successful IT rollouts but 67% still can't find their emails

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Ideagen Mail Manager offered JTC Group a secure, integrated and easily customizable solution that would scale with the business.

FLSmidth Automation

Ideagen Mail Manager offered JTC Group a secure, integrated and easily customizable solution that would scale with the business.

Town of Canmore accelerates SharePoint adoption with Ideagen Mail Manager

Ideagen Mail Manager offered JTC Group a secure, integrated and easily customizable solution that would scale with the business.

Sigma Healthcare strengthens internal collaboration with Ideagen Mail Manager

Ideagen Mail Manager offered JTC Group a secure, integrated and easily customizable solution that would scale with the business.

A structural engineer's guide to never losing a project email

Structural engineers face defects claims years after handover. The emails behind your calculations need to outlast the project itself.

How to prepare your project email records for an audit

Auditors don't just check your documents, they check whether your correspondence record is complete. Here's what being audit-ready actually requires.

What every practice director should know about email risk

Directors generate the most sensitive project correspondence and are the least likely to file it. Here's the risk that creates, and how to close it.

The email your firm sent in 2019 that could decide a dispute in 2029

Mercury Engineering prevented disputes by producing critical emails during early-stage compensation events. Here's how proactive evidence changes outcomes.

Why In2 made the switch from Deltek to ideagen Mail Manager

Why In2 Engineering Design Partnership made the move from Deltek's Union Square to Mail Manager to solve their email management headache.