See how Ideagen Mail Manager files email and attachments into SharePoint Online in one click, so the correspondence and the documents finally sit in the same place.
SharePoint document management for email and documents in one place
SharePoint is where the documents live, but the email that explains them usually is not. Filing a message into SharePoint means leaving Outlook, finding the right library and uploading by hand, so most of the time it does not happen.
Ideagen Mail Manager files email and attachments into SharePoint Online in one click from inside Outlook, with the location suggested automatically. Documents and correspondence end up in the same place, held in the organization's own Microsoft 365 environment.
Email and documents filed to the same structure
Ideagen Mail Manager connects Outlook, SharePoint, Teams and OneDrive, so correspondence is filed to the project or matter alongside the documents it relates to rather than sitting in a personal mailbox.
Machine learning suggests the destination as messages are sent and received. Filing takes one click from the reading or compose pane, which is faster than leaving the message in the inbox.
SharePoint is licensed but not used for email
Filing a message into SharePoint by hand takes eight to ten clicks, so correspondence stays in individual mailboxes and the library holds only part of the record.
Ideagen Mail Manager reduces that to one click from inside Outlook, with the destination suggested automatically. Teams keep working in Outlook while the record builds in SharePoint, which is why firms run both rather than choosing between them.
Documents and correspondence held in separate systems
The document is filed in SharePoint while the email approving it sits in someone's inbox, so the two halves of the record are never in the same place.
Filing email to the same project or matter structure as the documents gives one complete record. Attachments are captured with the message, so the approval and the document it approved stay together.
Filing that depends on individual discipline
Filing rules exist on paper, but in practice records are fragmented across personal inboxes and no two people file the same way.
Because the filing location is suggested as the message is sent or received, consistency does not rely on memory or training. The structure holds across the team, which is what makes the library dependable when someone needs to search it.
Filing outside SharePoint?
If your team files project email to a file server, network drive, ProjectWise or Procore rather than SharePoint Online, Ideagen Mail Manager handles those destinations directly. See how it fits your setup.
Ready to get email into SharePoint?
