Save email attachments to SharePoint

From Microsoft Outlook there are two methods for saving email attachments to SharePoint:

 Drag & drop email attachments to SharePoint

Select one or more email attachments from the email preview pane and drag/drop to a OnePlaceMail location on the left navigation of Outlook.  The can be a Favorite, Recent or a location within a Solution Profile. The drag/drop process will always perform a copy (leaving the attachments within the originating email message).

 

tip

All email attributes of the host email message are automatically captured and promoted to SharePoint columns.

Once saved to SharePoint, the item(s) are available as per the system and security configuration of SharePoint.

 Right-Click - Copy Attachment(s) to SharePoint

Right-click on one or more email attachments and select 'Copy to SharePoint' or 'Move to SharePoint'.  The Save to SharePoint window will appear, allowing you to select a location.

 

Display Save to SharePoint Window

The 'Save to SharePoint' window is common across the OnePlace Solutions product suite.  It provides a navigation tree to select a location and the ability to complete metadata (in addition to the automatically captured email attributes) when saving content to SharePoint. 

note

Presenting the 'Save to SharePoint' window is optional.  However, it will always be presented in the event data validation has not been met prior to saving.  You can control the display behavior at a global level with General Settings and further refine the behavior on a location by location basis.

Presenting the 'Save to SharePoint' window is optional.  However, it will always be presented in the event data validation has not been satisfied.

Display Save Results Window

The Save Results window is optional and show the list of items successfully and unsuccessfully saved to SharePoint.  The Results window can be suppressed at a global level within General Settings or on a location by location basis when creating favorites.

note

 The Save Results window will always be presented in the event of an item not being successfully saved to SharePoint

The Save Results window allows you to link directly to the newly saved item in SharePoint.  From here, you  can edit, initiate workflows and perform any other valid SharePoint actions available based on your level of security access.