Who is this article for?

Users who want to learn to send and save emails to SharePoint.

No elevated permissions are required.

Save emails and attachments to SharePoint without leaving your Outlook environment. 

1. Send and file

An email can be sent to the recipient(s) and saved to SharePoint by clicking the Send and File button.

After the email is successfully sent, OnePlaceMail will present the Save to SharePoint window to select the appropriate SharePoint location and complete any additional metadata.

2. Automatically prompt to save when selecting send

When using the Outlook Send button, a prompt may appear asking if the email should be saved to SharePoint.

Selecting Yes will open the Save to SharePoint dialog box, allowing the user to choose the location in SharePoint to save the email.