Who is this article for?

Users who want to learn to classify metadata.

No elevated permissions are required.

This article explains how to classify and apply metadata when saving emails or attachments to SharePoint using OnePlaceMail.

1. Classify metadata

OnePlaceMail provides a seamless experience to capture and classify email metadata or custom columns to SharePoint when saving emails or attachments.

When a user selects the email and drags/drops or uses an option from the ribbon, the Save to SharePoint dialog box will appear, providing navigation and options to capture additional columns.

• All columns available on the selected content type will be presented.
• OnePlace Solutions supports default values.
• The Title column is automatically set when saving one or more emails and attachments.

2. Document sets

When saving to a document set, metadata applied at the document set level will be pushed down to newly created items according to your SharePoint/Office 365 configuration.

3. Location level defaults

When location-level defaults are defined, metadata will be added to the newly created item as per the SharePoint configuration.

4. Default values

If default values have been applied to a column, they will be presented in the Save to SharePoint dialog box.