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/
Jonas Vestergaard Bjerke Hansen
The drag and drop from Outlook to SharePoint will get the email over, but no metadata properties that would be helpful for searching/filtering the email later. The new 365 version of Colligo email manager add-in enables a single click copy of one or more emails plus attachments (embedded or separated from the emails) and will include all the typical metadata useful for sorting and filtering (Subject, Sent/Received date, Sender, Recipients, etc. ) and you and append other tags easily to further categorize (e.g. Project ID, follow up actions, comments, plus retention labels if needed). Send and file is also a cool way of capturing your outgoing emails too that need to be shared and preserved.
https://www.colligo.com/sharepoint-addons/microsoft-365/
- The main issue regarding this is that many reply emails have the same subject which creates a name clash when dragging to SharePoint (or any filing system).
That is true. But if you extract the metadata from the e-mail itself, you can easily extend the functionality to rename the msg file based on your needs (to make it unique to accomodate your business requirement)
Deleted wrote:
... if you extract the metadata from the e-mail itself, you can easily extend the functionality to rename the msg file based on your needs ...Deleted that is true but my response was to the drag/drop capability now available. You cannot do what you suggest as far as I know with drag/drop. If there is a way, hopefully you can let me know.
I've also been looking for a good solution but most of the solutions given here and elsewhere are fairly clunky from a UX perspective. Certainly not as frictionless as drag/drop or Outlook's quick steps.
In the end, I realised that I was having to use a hybrid Exchange setup anyway so modern Outlook apps aren't even available and I would have to write something in VBA. I don't have the time or energy to spend on a project like that right now I'm afraid. Maybe I'll try and look for some other tools that I could use to automate things.
IJonas Vestergaard Bjerke Hansen
Indeed Outlook + Chrome (since version 76 released around 30 July 2019) or Outlook + Edge allow users to drag and drop emails and/or attachments directly from Outlook to SharePoint. See also various posts on https://sharepoint.uservoice.com/forums/329214-sites-and-collaboration/suggestions/16003996-please-let-me-drag-outlook-attachments-into-sharep.
It does not work with IE11 or FireFox. It also does not work on macOS. The emails are uploaded as msg files. Separate tools are necessary in case the email metadata needs to be extracted and captured into SharePoint columns.
Paul | SLIM Applications- That's for sure, but it can be implemented very simple by using a remote event receiver that parses the msg files and write data back to SharePoint. We have a few customers with a working solution already!
Jonas Vestergaard Bjerke Hansen - thanks a lot for highlighting this - this seems to work really well! It maybe an old thread, but thanks for taking the time to update it.
