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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/
Julian Knight's avatar
Julian Knight
Iron Contributor
Oct 15, 2019
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).
Deleted's avatar
Deleted
Oct 15, 2019
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)
  • Julian Knight's avatar
    Julian Knight
    Iron Contributor
    Oct 16, 2019
    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.

    • Deleted's avatar
      Deleted
      Oct 17, 2019
      Hi 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 Knight's avatar
        Julian Knight
        Iron Contributor
        Oct 17, 2019
        Thanks 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 Jong's avatar
      Paul de Jong
      Iron Contributor
      Oct 16, 2019

      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 Knight's avatar
        Julian Knight
        Iron Contributor
        Oct 18, 2019

         

        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

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