Who is this article for?

Users who want to learn to save emails to SharePoint using Outlook on the web.

No elevated permissions are required.

This article explains how to use Ideagen Mail Manager: Enterprise within Outlook on a web browser to save emails and attachments to SharePoint or Microsoft Teams.

1. Outlook on web browser

Open an email within Microsoft Outlook and select the Ideagen Mail Manager: Enterprise icon.

2. What to save

Choose whether you would like to save the email and attachments by using the checkboxes.

Select Next to continue.

3. Where to save

The "Where to save" screen allows you to browse or search for a location.

Note: If you have pinned or recent locations from previously saving content, these can be used to select a location quickly.

3.1. Options

• Pinned locations set as a favorite
• Recent – locations recently saved to
• Show locations for – select a new location to save to:
  • SharePoint
  • Microsoft Teams
  • OneDrive

Select Save to confirm the location.

To select a different location, use the back arrow.

5. Properties

If required, select a different content type from the dropdown box.

If required, enter values for custom columns.

Select Finish to close the panel.

6. Follow-on actions

After saving the email to the required location, you can choose to continue working with the saved email:

• Open save location – opens the location in your browser
• Reply with links to all files – creates an email and inserts links to the saved items
• Save results and actions – for follow-on actions
• Get back to work – closes the panel
• Thanks, I am done – closes the panel