Overview

Overview Email Auto-File is a Colligo add-in designed to automate and schedule the filing of Outlook emails and attachments directly into SharePoint or Teams. It enables rule-based automatic filing—daily, weekly, or monthly—with support for metadata and retention labels to ensure compliance and governance. This eliminates manual steps, saving time and helping organizations meet regulatory requirements.

Features and Capabilities

• Automated Filing: Automatically file emails and attachments from Outlook to SharePoint, Teams or OneDrive on a scheduled basis (daily, weekly, monthly). Works in bulk or with individual emails.
• Metadata & Compliance: Extracts email metadata (sender, recipient, subject, sent date) automatically or allows manual entry of custom fields and retention labels, supporting policy compliance.
• Smart Scheduling: Provides set‑and‑forget recurring scheduling for filing, improving efficiency and ensuring consistent archiving.
• Bulk & Shared Mailbox Support: Ideal for archiving emails from terminated users or shared mailboxes; supports moving large batches efficiently.
• Quick Connect in Outlook: Integrated in Outlook ribbon/sidebar; supports drag‑and‑drop filing, pinned favorite SharePoint locations, and conflict resolution to avoid duplicates.
• Cross‑Device Support: Works on Outlook desktop (Windows/Mac), Outlook Online and Outlook mobile apps (iOS/Android), enabling filing across devices.
• Search and Share Capabilities: Enables search and browse of SharePoint, Teams or OneDrive content within Outlook interface, and easy sharing via links.
• Enterprise‑Ready Deployment: Deploys via Microsoft 365 add‑in framework in minutes. Centrally configurable for user groups, supports BYOD, and promotes user adoption of SharePoint and Teams.