Forum Discussion
Save/attach from emails in MS Outlook 2016 to SharePoint site
- 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/
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.
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
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
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/wa104380931Saving 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
I still maintain using mail2share.com
Less headaches, more sharing,
