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/
- Julian KnightOct 16, 2019Iron Contributor
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.
- AnonymousOct 17, 2019Hi Julian,
No out of the box, but you can easily develop a "Remote Event Receiver" that is triggered whenever you archive an e-mail. That way, you can extract the metadata from the email and save it as metadata in SharePoint, but also force a naming convention (eg. rename the file immediately) in SharePoint.
That way, the end user doesn't have to do anything but dragging the e-mail to the desired location in SharePoint.
If you are limited to using older versions of Outlook (that doesn't have this new capability) you might want to buy an "old school" add-in (VSTO) say Harmon.IE for example.- Julian KnightOct 17, 2019Iron ContributorThanks for the reply Jonas.
Does the "Remote Event Receiver" code sit in SharePoint or in Outlook?
It is something that I'm not aware of but would like to investigate.
- Paul de JongOct 16, 2019Iron Contributor
Julian Knight
What kind of naming convention for uploaded emails would be intuitive? combine the subject and sent date, or ...thanks
Paul | SLIM Applications (https://www.slimapplications.com/)- Julian KnightOct 18, 2019Iron Contributor
Paul de Jong wrote:Julian Knight
What kind of naming convention for uploaded emails would be intuitive? combine the subject and sent date, or ...thanks
Paul | SLIM Applications (https://www.slimapplications.com)Thanks for responding Paul. Probably a text representation of the sent date/time I would think as this is pretty unlikely to generate a name clash.
Something like
subject - yyyymmdd-hhmmss