Who is this article for?

Users who want to learn to use email site columns.

No elevated permissions are required.

This article explains how to configure email metadata columns in SharePoint for improved classification, search, and enterprise content management.

1. Add email site columns to the SharePoint site

Several columns are available to ensure that email metadata is captured at the time of saving to SharePoint.

Email columns can be deployed using the administration client for efficient setup of columns, content types, and views in your site and document libraries.

Note: The administration client does not support email content type deployment to non-English SharePoint sites or to subsites unless the parent site has already been configured.

1.1. Launch the administration client

This process does not currently support adding columns to the content type hub. To add columns to the content type hub, please contact support at support@oneplacesolutions.com.

1.2. Steps to deploy email columns

1. Select add email columns from the left pane.

2. Select the location to add the email columns. Options include:
   • Specific libraries (SharePoint and Teams) within the site collection
   • If the site collection does not appear, select Add a site collection and paste in the URL
   • For private Teams channels, use the SharePoint URL for the channel and add it as a SharePoint site collection
   • For subsites, ensure the email site content type exists at the site collection level first
3. Select Add.

4. Once all sites and libraries are selected, click Next.

5. Select yes to allow content type management.
6. Select an existing content type or create a new one named email (recommended).
7. Choose whether to create a view. The view will include:
   • Email has attachment
   • Email date
   • Email subject
   • Email from
   • Email to

8. Select Deploy.

9. Confirm the results and select Finish.

Note: Any red rows in the results indicate an error. Click the row for more details.

2. Manually create the email columns

If needed, columns can be manually created as site columns in the site collection. These must use the internal names listed below and can be renamed for display purposes. Columns are case sensitive.

2.1. Available email columns

3. Add the email columns to a content type

The following instructions detail how to:

• Create the email content type and add site columns.
• Add the content type to a document library.
• Create an email view on the library.

3.1. Create email content type

1. Open site settings and navigate to site content types.

2. Name the content type.

3. Open the newly created content type and add columns from existing site columns.

4. You can now use this content type in any library inside your site collection.

3.2. Add the content type to document libraries

1. Browse to the document library.
2. Select Library settings.

3. Select Advanced settings.
4. Set Allow management of content types to yes and select OK.

5. Under Content types, select Add from existing site content types.

1. Select the previously created email content type and click add, then OK.

3.3. Create the view for email columns

1. Select Library settings.
2. Scroll down to Views.
3. Select the default view or create a new view.

4. Select the email columns to be added to the view.

5. To show the paperclip icon for attachments, ensure the EmHasAttachments column is added.
6. Select OK.

The columns will now be visible. When saving an email to the library, the email attributes will be captured and displayed.