The Ultimate Guide to Saving Emails to SharePoint: Never Lose Another Important Message Again

Posted by Alex U.
6
Mar 24, 2023
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In today's fast-paced business world, it can be challenging to keep track of all the emails that flood your inbox on a daily basis. Important messages can get buried, and retrieving them can be a time-consuming and frustrating process. Fortunately, SharePoint offers a solution to this problem. In this comprehensive guide, we will show you how to save emails to SharePoint, so you never lose another important message again.

 

Step-by-Step Guide to Saving Emails to SharePoint:

 

Step 1: Connect Outlook to SharePoint


The first step in saving emails to SharePoint is to connect your Outlook account to your SharePoint site. To do this, follow these steps:

  • Download and install Konnect eMail Outlook Add-In
  • Open Outlook and go to Konnect eMail > Settings
  • Add the target SharePoint to the sites list

 

Step 2: Create a Document Library


The next step is to create a document library in SharePoint where you can store your emails. To create a document library, follow these steps:

  • Open SharePoint and go to the site where you want to create the library
  • Click on "Site Contents" and then "New" > "Document Library"
  • Name the library and click "Create"
  • Add email metadata fields to this library i.e., Email date, Email From, Email To.

Step 3: Save an Email to SharePoint


Once you've connected Outlook to SharePoint and created a document library, you can start saving emails to SharePoint. To save an email to SharePoint, follow these steps:

  • Open the Konnect eMail Explorer Add-In
  • Navigate to the document library you created in step 2
  • Drag and drop the email or attachment to this location on the Konnect eMail explorer window
  • Add any additional metadata you want to include, such as a description or category
  • Click "Save"

 

Benefits of Saving Emails to SharePoint:

 

1.     Easy Accessibility

By saving emails to SharePoint, you can access them from anywhere, anytime. SharePoint is accessible through the internet, making it possible for you to retrieve your important messages even when you are not in the office.

2.     Searchability

SharePoint has powerful search capabilities that make it easy to find specific emails. You can search by keyword, sender, or any other relevant criteria, making it much easier to locate an email quickly.

3.     Better Organization

Saving emails to SharePoint helps you organize your emails more efficiently. You can categorize emails into folders and even subfolders, making it easier to find messages when you need them.

4.     Improved Collaboration

SharePoint allows you to share emails and documents with others, making collaboration more comfortable and more efficient. You can also set permissions to ensure that only authorized users have access to sensitive information.

5.     Data Security

SharePoint provides enterprise-level security features, including data encryption and access controls, which ensures that your emails and other sensitive information are safe from unauthorized access.

Conclusion:

By following the steps outlined in this guide, you can easily save emails to SharePoint and enjoy the many benefits it provides. SharePoint offers easy accessibility, improved searchability, better organization, improved collaboration, and data security. So why not start saving your emails to SharePoint today and never lose another important message again?

 

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