Jan 10 2018 09:00 AM
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 our documents, but a common issue is saving to/attaching from emails direct to SharePoint.
Options are:
1. Use the File Sync tool - but we've had some bad experience with files not updating/syncing so there's some resistance to this
2. Use a third party tool - harmon.ie or OnePlace
3. Use the 'Sites' weblocation in Outlook - but this only shows 'recent sites' which is pretty useless.
If the Sites option in Outlook had a selection/browse capability it would resolve all our requirements - any plans to do this ?
thanks
Angus
Jan 10 2018 11:03 AM
Um, Outlook has been able to integrate with SPO/ODFB for a while now, have you looked at "cloudy attachments"? https://blogs.office.com/en-us/2015/11/09/attachments-in-outlook-2016-ready-for-collaboration/
In addition to that, you get a quick "Save to OneDrive" option. Or am I missing something here? Are you talking about On-Prem? If so, the steps to configure integration between SharePoint and Exchange are here: https://blogs.technet.microsoft.com/exchange/2016/11/03/configure-rich-document-collaboration-using-...
Jan 10 2018 01:33 PM
Jan 10 2018 03:10 PM
Jan 11 2018 12:42 AM
Hi
Yes, to clarify, I'm talking about SharePoint Online (not Groups or OneDrive 4 Business)
There are a couple of issues with the current functionality.
1. Saving attachments doesn't seem to have any links to SPO (I get the option to save to OneDrive/OneDrive for Business or Groups, but not SharePoint online sites)
2. Attaching from SharePoint Online gives me the option to attach from 6 recent folders, but not the option to select a different site to attach from.
The thread @teslateser refers to does seem to be the most relevant, but is quite old - is there any update on this?
As a general comment, SharePoint/Office integration really does seem to be poor given how long SharePoint (and Office) have been around. We've just about got the ability in Office to save/open files from Sites in Word/PowerPoint/Excel now, but it's a big issue for adoption within organisations when it is so hard to save to SharePoint vs. saving to a file share/local drive. (Which is what people do instead!).
thanks
Angus
Jan 11 2018 01:15 AM
Jan 17 2018 07:35 AM
Hi
Vasil - is there any update? I've also realised this is not supported in Outlook Web app either - OneDrive for Business and Groups are, but not standard SharePoint sites.
I'm on the brink of rolling out storage of client-related documents in SharePoint but am concerned by the lack of integration...any reply would be appreciated!
thanks
Angus
Jan 17 2018 07:42 AM
Sorry, no, I assumed you talked about ODFB only, which is not the case obviously.
Jan 17 2018 07:50 AM
So...is there any likelihood of getting this implemented?
It seems strange Microsoft's Cloud Email service can't save/attach documents from it's Cloud document sharing system? (And likewise the Office -> SharePoint integration is so limited).
If not, is it because file Sync -> PCs and/or Groups are the focus for the future of SharePoint sites?
Thanks
Angus
Feb 06 2018 07:07 AM
Any update on this? We are running into same issue. We have well over 800 employees that would like to attach documents from sharepoint sites!
Jun 13 2018 10:35 AM
Jun 13 2018 01:40 PM
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
Jul 30 2018 02:01 PM
I wonder if this is timely...
We have an addin for Outlook that allows the saving of emails and all attachments (doc, jpeg, wav, mp4, etc.) to a SharePoint folder.
You can get a trial at the website mail2share.com or ask me directly.
Joe
Aug 23 2018 01:13 AM
Another option is of course to save the attachment to OfB (e.g. in a folder called Temp). When the file is synced to the cloud (should not take long time) you can easily move the file to the correct SharePoint Team site folder. If you do it like this you will leave no traces in OfB.
It's of course much much much better if we could save directly to a SharePoint Team site folder.
Aug 23 2018 02:08 AM
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...
The process is then that the user forward to the shared mailbox when they want to store the attachment.
Aug 23 2018 03:02 AM
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
Nov 13 2018 11:39 AM
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
Nov 13 2018 11:42 AM
I still maintain using mail2share.com
Less headaches, more sharing,
Nov 14 2018 01:29 AM
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
Feb 06 2019 06:24 AM
When I attempt to save an Outlook attachment directly to SPO, with a list already connected to Outlook, it tells me I don't have permission. I am the Owner and Admin for the whole site. ??
Sep 11 2019 05:04 AM
Solution