How to Save Emails to SharePoint: A Comprehensive Guide

In today's digital age, email has become an integral part of our daily communication. It is an easy and efficient way to stay in touch with colleagues, clients, and customers. However, with the increasing number of emails, it can be challenging to manage and store them efficiently. This is where SharePoint comes in. SharePoint is a web-based platform that allows you to store, manage, and share digital content. In this article, we will discuss how to save emails to SharePoint and the benefits it provides.

Step-by-Step Guide to Save Emails to SharePoint:

Step 1: Add a SharePoint site to Outlook

Before you can start saving emails to SharePoint, you need to connect your SharePoint to Outlook. To do this, follow these steps:

• Download and install Konnect eMail Outlook Add-In
• Open Outlook and go to Konnect eMail > Settings
• Add the target SharePoint to the sites list

Step 2: Create a SharePoint Library

The next step is to create a SharePoint library to store your emails. To do this, follow these steps:

• Open SharePoint and go to the site where you want to create the library
• Click on "Site Contents" and then "New" > "Document Library"
• Name the library and click "Create"
• Add email metadata fields to this library i.e., Email date, Email From, Email To.

Step 3: Save an Email to SharePoint

Once you have connected SharePoint to Outlook and created a library, you can start saving emails to SharePoint. To do this, follow these steps:

• Open the Konnect eMail Explorer Add-In
• Navigate to the document library you created in step 2
• Drag and drop the email or attachment to this location on the Konnect eMail explorer window
• Add any additional metadata you want to include, such as a description or category
• Click "Save"

Benefits of Saving Emails to SharePoint:

1. Accessible Anytime, Anywhere

When you save emails to SharePoint, you can access them from anywhere and on any device. This means that you can work remotely and still have access to all your emails.

1. Collaboration

SharePoint allows you to collaborate with others by sharing emails and documents. You can also set permissions to ensure that only authorized users have access to sensitive information.

1. Searchability

SharePoint has powerful search capabilities, making it easy to find specific emails or documents. You can search by keywords, date, sender, or any other relevant criteria.

1. Security

SharePoint provides enterprise-level security features, such as encryption and access controls. This ensures that your emails and other sensitive information are safe from unauthorized access.

1. Archiving

By saving emails to SharePoint, you can archive them for future reference. This is particularly useful for legal or regulatory purposes, as you can easily retrieve emails when needed.

Conclusion:

Saving emails to SharePoint is an excellent way to manage and store your digital communication. By following the steps outlined in this article, you can connect Outlook to SharePoint, create a library, and start saving emails. The benefits of using SharePoint include accessibility, collaboration, searchability, security, and archiving. If you haven't already, consider implementing SharePoint in your organization to streamline your email management and improve productivity.