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. 

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Additional reading

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What happens to your project emails when people leave?

Staff turnover is inevitable. Losing project emails because of it is not. Here is what one engineering firm did about it.

Why SharePoint adoption stalls at email and how to fix it

Your team adopted SharePoint for documents. Filing an email there takes 8 to 10 clicks. That is why it never happens.

What happens when email connects to Microsoft 365: Results from five organizations

Search dropped from one week to five minutes. Three hours saved per person per week. Here is what closing the email governance gap actually delivers.

How to assess your M365 email governance readiness before evaluating any solution

Search dropped from one week to five minutes. Three hours saved per person per week. Here is what closing the email governance gap actually delivers.

The email governance gap hiding inside your Microsoft 365 deployment

Your governance framework covers documents, files and records. It probably does not cover the data source where most business decisions actually happen.

Nitsch Engineering

Nitsch Engineering was storing 222 Gigabytes of data, which was slowing down the email server. After implementing Mail Manager that number decreased to 35 Gigabytes of data within 3 months.

WSP

The speed of finding information has proved extremely beneficial for WSP.

Austin-Smith:Lord

As the solution has developed over its ten years at Austin- Smith:Lord, it has simply become a way of life at the company, and everyone is now filing their project emails both consistently and centrally.

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.