Forum Discussion
Save/attach from emails in MS Outlook 2016 to SharePoint site
- Sep 11, 2019This is now possible using the Outlook Desktop and modern browsers - take a look: https://jonasbjerke.wordpress.com/2019/09/06/you-can-now-drag-e-mails-from-outlook-directly-to-sharepoint/
Assuming that I have the site/library that I wish to save the attachment to already synched , then I can select the attachment , right click, save as and then select the library that has been synched in the client or else to my OD4B location. I think this is probably the easiest way to do it OOTB on my system.
Another option is to forward the email to a channel in MS Teams. This will save the attachment into a folder within the "documents" library associated with the Team. i'm not so hot on this option as you need to go into Teams (afaik) and copy the email address associated with the channel first.
I think the ability to add the attachment (cloudy) is quite nice.. though tbh I normally am in SharePoint already when I want to share a document so I'm typically using the system generated email when sharing internally. HTH
- DarrenBeanFeb 06, 2019Copper Contributor
When I attempt to save an Outlook attachment directly to SPO, with a list already connected to Outlook, it tells me I don't have permission. I am the Owner and Admin for the whole site. ??
- Angus HamiltonJun 13, 2018Brass Contributor
Hi
Thanks for the clear response.
I agree using Sync'd libraries works well, both for attaching and saving attachments.
Emailing to a team email address sounds interesting too - I've may revisit this.
It's still an issue though if you don't have the library sync'd. We have a document library in SharePoint for each of our clients (100+), so it's not practical to sync them all, even with Files on Demand.
I guess what I'd like to see is something like the functionality in commercial add-ins which add a nice search function to Outlook to locate files in SharePoint to attach, and/or save attachments to any cloud-based library. (without having to purchase an add-on!!).
Thanks
Angus
- SOEREN_PedersenAug 23, 2018Brass Contributor
You can use Flow to store attachments in SharePoint. Create a shared mailbox "StoreInSharePointX". Build a Flow to be triggered when an email arrive in the shared mailbox. You can use this template and customize to exactly what you need:
https://us.flow.microsoft.com/en-us/galleries/public/templates/f7a46809e53c42108034e56acf83bb79/save-my-email-attachments-to-a-sharepoint-document-library/The process is then that the user forward to the shared mailbox when they want to store the attachment.
- Angus HamiltonAug 23, 2018Brass Contributor
Hi
Thanks for that - I'll give it a try. I'd need to look at how we'd know where in SharePoint to save it, but I'm sure there's something we could do with a Flow.
thanks
Angus