Overview

Colligo Email Manager for Microsoft 365 is an Outlook add‑in that enables users to file emails and attachments directly to SharePoint Online, Teams, or OneDrive—without switching apps. It supports both manual and scheduled auto‑filing, applies metadata and retention labels automatically, and allows browsing, searching, and sharing SharePoint content from within Outlook. By storing emails in a central repository, organizations improve governance, compliance, knowledge management, and Microsoft 365 adoption while minimizing risk and improving data quality.

Features and Capabilities

• **Filing Options: **File single emails or in bulk (up to 20 at once or via automated daily/weekly/monthly schedules), support drag‑and‑drop filing, send‑and‑file workflows, configure default actions to move or copy, and pin favourite locations—all with smart conflict resolution to prevent duplicates.
• **Intelligent Classification: **Automatically extract metadata (e.g. to, from, subject, send date) and/or allow manual entry of custom fields. Hide non‑required fields, support managed metadata taxonomies and person/group metadata, plus suggest filing locations to users based on context.
• **Viewing & Search: **Browse and search SharePoint, Teams, and OneDrive directly within Outlook. Open or preview documents, check‑in/out from libraries, and pin favourite locations for fast access.
• **Email Sharing: **Share SharePoint content by including links in emails rather than attachments—reducing duplication and improving collaboration.
• **Administration & Deployment: **Centralized deployment via Microsoft 365 add‑in framework; administrators can push sites, policies, and streams to user accounts. Authentication via Microsoft 365 / Azure AD ensures secure access.
• **Device & Platform Support: **Compatible with SharePoint Online and SharePoint 2013/2016/2019, integrates with Outlook on desktop and mobile (iOS, Android), supports virtualization environments like Citrix/XenApp, and OneDrive/Teams content integration.