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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