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Saving to Sharepoint with Docs
Who is this article for?
Users who want to learn to save to SharePoint with Docs.
No elevated permissions are required.
The Docs explorer works alongside Ideagen Mail Manager: Enterprise to provide a seamless way to save documents to SharePoint. Whether you're working from your desktop or within Office applications, saving is fast, flexible, and secure.
1. Ways to save content
- Click the Upload button in Docs explorer.
- Drag and drop files from Windows File Explorer.
- Save directly from Microsoft Word, Excel, PowerPoint, or Adobe Acrobat.
When saving to a document library, folder, document set, or list, the location will be added to your Recents—making it easy to access in both Docs and Mail.
2. Upload documents in Docs explorer
- Click the Upload button to launch the file selection dialog.
- Select documents from local or network directories.
- You can upload up to 100 documents in a single transaction.
- Files will be saved in the background, allowing you to continue working.
3. Capture metadata
Use the Save to SharePoint dialog box to capture custom metadata during the save process. This ensures your content is well-organized and searchable within SharePoint.