Who is this article for?

Users who want to learn to save emails to SharePoint from the Outlook app.

No elevated permissions are required.

This article explains how to use Ideagen Mail Manager: Enterprise within the Outlook app on iOS to save emails and attachments to SharePoint or Microsoft Teams.

1. Accessing the app

The Ideagen Mail Manager: Enterprise app is available within the Microsoft Outlook app for iOS.

To begin:

• Open the email within the Microsoft Outlook app
• Select the three dots on the right side of the screen
• 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.

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 previous saves, these can be used to quickly select a location.

4. 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

5. Properties

If required, enter values for custom columns.

Select Finish to complete the save process.

6. Follow-on actions

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

• File successfully saved – opens the saved item in the browser
• Actions – opens the save location in the browser
• Save results and actions – for follow-on actions
• Get back to work – closes the panel

• Thanks, I'm done – closes the panel