Who is this article for?

Users who want emails to be moved automatically from Outlook to SharePoint.

Admin permissions are required for some steps.

There are times when you need to copy emails to SharePoint, and there is no requirement to capture any additional metadata. Using Outlook client-side rules and OnePlaceMail it is possible to automate moving these emails to pre-determined document libraries and capture and promote email properties in the save process. This article shows you how to complete the process.

1. Enable email site columns
2. Set default content type
3. Add document library to Favourites

1. Enable email site columns

To ensure that email attributes are promoted to columns in the save process, an email content type with email site columns needs to be applied to the document library.

To create your own email content type:

1. Download OnePlaceMail site columns.
2. Confirm you have the email content type already applied to your document library:
   • Browse to your library.
   • Select Library Settings.
   • Confirm that there is an email content type applied (under Content Types).

2. Set default content type

To ensure that email attribute are captured at the time of saving, it is recommended to set the default email content type in OnePlaceMail Settings. When this is defined, OnePlaceMail will always apply the email content type when saving a .msg or .eml file to SharePoint.

To check these settings:

1. Click OnePlaceMail.
2. Select OnePlaceMail Settings.
3. Switch to the "Content Capture" tab.
4. Enter the name of your email content type.
5. Click Save.

It is possible to set the default email content type centrally via OnePlaceLive Configuration Profiles. When this is set, this update is deployed to all client installs centrally.

3. Add document library to Favourites

To ensure that your document library is always available for Outlook to save the email to, we recommend adding the location to the OnePlaceMail Favourites area.

To favourite the document library:

1. Select OnePlaceMail.
2. From the ribbon, choose Manage Favorites.
3. Browse to the document library where you want the emails to be saved to.
4. Click Add to move this to the right-hand panel.
5. Highlight the document library on the right-hand side, and turn off any prompts (Set to "Prompt only when necessary").