Overview

Colligo Document Manager for Microsoft 365 delivers an all‑in‑one interface embedded into Outlook and Microsoft Teams (or browser), allowing users to access, file, and manage SharePoint content without switching applications. It combines powerful search, metadata tagging, retention labeling, and drag‑and‑drop capabilities while simplifying records and document management within familiar Microsoft 365 workflows.

Features and Capabilities

• **Access & Navigation: **Users can search, browse, preview and share SharePoint files directly from Outlook, Teams or web browser, eliminating app switching.
• **Metadata & Labeling: **Supports manual or automatic metadata application and retention labels to ensure compliance and records governance.
• **Drag‑and‑Drop Filing: **Easily drag content—emails or documents—into Document Manager to file into SharePoint with full classification support.
• **Favorites & Dashboard: **Pin frequent or favorite locations and create a personalized dashboard for quick access to SharePoint libraries or sites.
• **Search & Filter: **Powerful search within SharePoint using metadata filters, previews and quick links to recent or frequently used libraries.
• **Productivity Gains: **Reduces context switching, enabling faster filing and retrieval; customers report large time savings per user per year.
• **Enterprise Governance: **Admin tools support centralized policies, site access management, and scalable deployment via Microsoft 365 add‑in framework.
• **Cross‑Platform & Mobile Support: **Works across Outlook desktop, Outlook web, Teams and mobile environments (iOS, Android) for consistent user experience.