Overview

Colligo Document Manager for Microsoft 365 provides a unified interface embedded within Outlook, Teams, and web browser environments to simplify document and email management to SharePoint, Teams, and OneDrive. It enables metadata tagging, efficient search, content browsing, favorites pinning, and label automation—all aimed at improving compliance, governance and adoption of Microsoft 365 tools like SharePoint Online.

Features and Capabilities

• **Capture & Integration: **File emails and documents directly from Outlook, Teams or browser into SharePoint, Teams, or OneDrive with drag‑and‑drop support.
• **Metadata & Classification: **Automatically or manually extract metadata and apply retention labels and custom fields (using Colligo Intelligence) for better organization and governance.
• **Search, Filter & Browse: **Quickly search and filter files across SharePoint, Teams, or OneDrive from within Outlook or Teams without switching applications.
• **Favorites & Dashboards: **Pin frequently used repositories or locations, create dashboard‑like views for fast access.
• **Compliance & Governance Controls: **Ensure records management and retention compliance within Microsoft 365 add‑in framework, including conflict checks and secure content sharing as links.
• **Deployment & Administration: **Easy deployment via Microsoft 365 add‑in framework. Centrally administer via Azure AD, Colligo Console or centralized admin tools—deploys in minutes.
• **Mobile & Offline Access (via Briefcase): **Support on iOS, Android, Windows with offline sync, secure push content, metadata capture and compliance tracking via Colligo Engage platform.