Email site columns

The capture of rich metadata provides for better classification of content and best practice enterprise content management. The availability of metadata means views can be created and SharePoint search can be used more effectively to return content.

Add email site columns to the SharePoint site

OnePlace Solutions provides a number of columns to ensure that email metadata is captured at the time of saving to SharePoint.

The email columns can be deployed via the SharePoint PnP process, so these columns are efficiently added to your site collection.

Deploy email columns via SharePoint PnP

This script will automate the process on the specified libraries and will:

  • Create the email content type
  • Add site columns to the content type
  • Add the content type to a document library
  • Create an email view on the library

Instructions

 

 

Option: Manually create the email columns

If required, you can create the columns manually as Site Columns in the site collection.

Please find a list of available email columns:

List columns

OnePlaceMail captures a number of email attributes and promotes these to columns

  • These columns must be created with the name (internal names) as they are listed below and can be renamed (display name) once they have been created.
  • The email columns are case sensitive.
Column Name Column Type
EmSubject Single line of text
EmTo Multiple lines of text
EmToAddress Multiple lines of text
EmCC Multiple lines of text
EmBCC Multiple lines of text
EmFrom Single line of text
EmFromName Single line of text
EmDateSent Date and Time
EmDateReceived Date and Time
EmType Single line of text
EmDate Date and Time
EmID Single line of text
EmAttachCount Single line of text
EmAttachmentNames Multiple lines of text
EmCon Single line of text
EmConversationID Multiple lines of text
EmConversationIndex Multiple lines of text
EmCategory Single line of text
EmBody Multiple lines of text
EmSensitivity Number
EmImportance Number
EmToSMTPAddress Multiple lines of text
EmCCSMTPAddress Multiple lines of text
EmBCCSMTPAddress Multiple lines of text
EmFromSMTPAddress Multiple lines of text
EmHasAttachments Yes/No
EmSentOnBehalfOfName Single line of text
EmReceivedOnBehalfOfName Single line of text
EmCompanies Single line of text
EmRetentionPolicyName Single line of text
EmReplyRecipientNames Single line of text
EmReplyRecipients Single line of text
The columns below will capture the original created and modified dates when saving from a network drive to SharePoint  
DocCreatedSaved Date/Time
DocModifiedSaved Date/Time

 

Once the site columns have been created, these can be added to a content type.

The following instructions detail how to

  1. Create the email content type and Add site columns to the content type
  2. Add the content type to a document library
  3. Create an email view on the library

Open Site Settings and navigate to Site Content Types

Create new content type with name OnePlaceMail Email based on the "Document" content type

  • Name the content type

 

  • Open the newly created content type, and add columns from existing site columns which were created in previous section.

Now you can use this content type and columns in any library inside your site collection

    

The email content type can now be applied to the document libraries where emails will be saved.

  • Browse to the document library
  • Select 'Library Settings'

  • Select ' Advanced Settings'
  • Set the 'Allow Management of content types' to yes, Select OK

  • Under 'Content types' select 'Add from existing site content types'

  • From the drop down, select the previously created email content type. Select Add then OK.

Now that the content type is available in the document library, you can add some email columns to the default view, or create a new view

  1. Select 'Library Settings'
  2. Scroll down to 'View's
  3. Select the default view, or create a new view

  1. Select the email columns to be added to the view

To show the paperclip icon when an email has an attachment, ensure the EmHasAttachments column is added to the view.
  1. Select OK

The columns will now be visible, when saving an email to the library the email attributes will be captured and displayed.