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Angus Hamilton's avatar
Angus Hamilton
Brass Contributor
Jan 10, 2018
Solved

Save/attach from emails in MS Outlook 2016 to SharePoint site

Hi there   Appreciate this has been discussed before, but are there any updates planned to the interaction between Outlook and SharePoint?   We're rolling out SharePoint as a file store for o...
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  • Jonas Vestergaard Bjerke Hansen's avatar
    Jonas Vestergaard Bjerke Hansen
    Sep 11, 2019
    This 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/
Angus Hamilton's avatar
Angus Hamilton
Brass Contributor
Jun 13, 2018

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_Pedersen's avatar
SOEREN_Pedersen
Brass Contributor
Aug 23, 2018

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 Hamilton's avatar
    Angus Hamilton
    Brass Contributor
    Aug 23, 2018

    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

    • Cassidy Cryer's avatar
      Cassidy Cryer
      Copper Contributor
      Nov 13, 2018

      I see this is a couple of months old, but we are trying to switch to Office365 and Sharepoint.

       

      For Attaching Files: Create a new email, click Attach File in the email, scroll down to Browse Web Groups, and then select Group Files. 

       

      This allows us to navigate our folder directory and select the file we want to attach. Unfortunately, we haven't had much luck with Saving Files by browsing the file directory. We can only save files in the Main Directory, which we then have to move to appropriate folder. 

       

      If anyone have a better save option, I'm all ears.

       

      Thanks

      • Paul de Jong's avatar
        Paul de Jong
        Iron Contributor
        Nov 14, 2018

        Attach files
        There are solutions available that allow attaching SharePoint documents to emails. For example, the SharePoint Add-in Email Manager allows users to attach documents within a browser window. See e.g. https://appsource.microsoft.com/en-us/product/office/wa104380931

         

        Saving emails/attachment from Outlook
        Outlook is still not compatible with browser drag and drop format. This prevents a direct drag from Outlook to SharePoint. There are quite some solutions: https://directory.collab365.community/office365-sharepoint/sharepoint-email-management-software/
        One common solution is to use an Outlook Add-in that enables users to directly transfer emails/attachments to SharePoint. There are several vendors and the main drawback is the need to install the add-in on the user's computer. This might become a drawback when part of the SharePoint users are from other organisations.
        Creating a drive mapping or using the OneDrive for Business client are other options.
        Lastly, there are also solutions that use the desktop as an intermediate location. Some solutions (e.g. Migration Manager https://directory.collab365.community/listing/slim-companion-migration-manager/) also allow extraction of email metadata (To, From, Subject, Sentdate, conversation, ...) into SharePoint columns. The email metadata can then be used for searching, organising emails, etc..

        Paul

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