A supplier proposal is approved by email on Tuesday. On Wednesday, someone updates the pricing in the same document. By Friday, the team has an approval message and a revised proposal, but no clear record showing whether the new figures were authorised. The email has not disappeared. Neither has the document. What is missing is […]
Saving an email to SharePoint is a straightforward task. Deciding where it belongs requires more thought. Should a client approval sit alongside project documents? Does confidential correspondence need a separate library? Will employees know where to find the record six months later? These decisions affect more than storage. The right library helps teams retrieve information, […]
A client emails “Approved! please proceed.” The project team moves ahead, but three months later, someone asks what was approved. The message is still in the mailbox. The proposal is in SharePoint. A revised version sits in another folder, and the project manager who understood the exchange has moved on. The information exists, but the […]
An important business decision can happen in a short email exchange. A client approves a change, a supplier confirms new terms, or a manager signs off on an exception. Months later, the organisation may need to show what was agreed, who agreed to it, and when. Yet these exchanges often remain in individual inboxes, where […]
Microsoft 365 gives organisations more than one place to store files. OneDrive, SharePoint and Teams are all part of the same ecosystem, but they are not meant to be used in the same way. This is where confusion begins. A file can be saved in OneDrive and shared with others. A document can be uploaded […]
Microsoft’s New Outlook is steadily becoming part of more Microsoft 365 environments. It offers a cleaner interface, closer alignment with Outlook on the web and a more consistent experience across devices. However, the change is not only visual. New Outlook is built on a different technical framework from Classic Outlook. This affects how add-ins work […]
In this article we’ll see how we can save single and multiple emails & attachments to SharePoint using the SharePoint Explorer Outlook Add-In (drag & drop and context menu options). While capturing valuable email properties as metadata in SharePoint.
A SharePoint email library can grow quickly. A busy shared mailbox may generate hundreds of emails each week, and the number rises even faster when attachments are saved separately. Once the library passes 5,000 items, teams may start seeing slow-loading views, filters that do not work as expected or List View Threshold errors. This often […]
When teams start managing emails in SharePoint, metadata can quickly become more complicated than it needs to be. A new library may begin with a few sensible columns. Over time, more fields are added for departments, categories, document types, status, confidentiality, retention, regions and other details. Soon, users are presented with a long form every […]
Most business decisions do not happen in a single email. A client may ask a question, your team may respond, a file may be revised, and the final approval may come later in the same conversation. By that point, the useful record is not just one message. It is the full conversation. This matters when […]