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.

COLOUR-IMAGE_woman-laptop-device-working-home-office_mar26
COLOUR-IMAGE_man-on-ipad-smiling_feb26

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. 

COLOUR-IMAGE_woman-redhair-laptop_feb26

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. 

COLOUR-IMAGE_man-working-on-desk_feb26

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. 

COLOUR-IMAGE_people-working-in-office_feb26

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.

g2-badge-website-compliance-01
g2-badge-website-compliance-02
g2-badge-website-compliance-03
g2-badge-website-compliance-04
g2-badge-website-compliance-05
g2-badge-website-compliance-06
g2-badge-website-compliance-07
g2-badge-website-compliance-08
g2-badge-website-compliance-09
g2-badge-website-compliance-10

Request a demo today

Explore our email and SharePoint management system at your own pace

No login. No sales call. No pressure. See it when you're ready.

Additional reading

DYSE Structural Engineers

DYSE Structural Engineers complete 100+ projects a year, where critical project history sat locked in a director's inbox whenever they were away.

Spectrum Engineers

Spectrum Engineers believe that without Mail Manager, tracking down every email on a project would take days of digging through individual inboxes, running the risk of missing something critical when it matters most.

Ward & Burke

Ward & Burke Construction manage decades-long infrastructure projects, where finding the right email can mean tracking down whoever worked on the job and digging through years of correspondence.

How to search project emails across your entire AEC firm in seconds

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

How AEC firms manage email across 10, 50, or 200 concurrent projects

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

Personalizing legal matter management in Microsoft 365 for greater productivity

Tailor legal matter management workflows to individual needs while improving productivity, adoption and efficiency across Microsoft 365

Legal matters information and records compliance

Ensure legal matter information is managed securely, remains compliant, and is accessible throughout its lifecycle

How an efficient document management solution eliminates information silos

Break down information silos and give teams instant access to the documents and knowledge they need to work efficiently

Seven reasons to use Microsoft 365 for project management

Discover seven powerful reasons why Microsoft 365 is the ideal platform for project management, enabling better collaboration, visibility, productivity and control across your organization.

Moving Off Exchange Web Services (EWS) to the Microsoft Graph

Learn how transitioning from Exchange Web Services (EWS) to Microsoft Graph can enhance security, improve performance, and future-proof your Microsoft 365 integrations.