Forum Discussion
Document library for incoming correspondence
I am thinking to add document library to the existing TeamSite where all the incoming correspondence will be saved. All incoming correspondence will be first scanned and saved into that Document Libr...
spucelik
Microsoft
MicrosoftA couple approaches:
- If you are on premises you can E-mail enable a library and thus save documents to this library. Beware that if you are going to move to O365, E-mail enabled libraries are not supported.
- Content organizer feature is another option that is based on metadata and rules around moving the content to the right library for storage.
- There are a few 3rd party solutions that have tight integration with SharePoint and entire scanning process. They fully support metadata to enhance the search experience.
- If you are diligent in capturing metadata on the documents, the content search web part and display templates can be used on the documents.
All the solutions above are based on standard document libraries.
Since you are in SPO, you don't have this out of the box and you can either use the Content Organizer as advised by Chris or built something more custom using different pieces such as Flow, Azure Functions, etc