MacroView DMS and DMS Pro offer a number of different ways to save emails to SharePoint, allowing you to choose the option most convenient to you.
- Select an email from your Outlook inbox and drag and drop it to a SharePoint location displayed in the Browse or Favorites mode in your MacroView pane.
- Right-click an email in your Outlook inbox and choose Save Message to SharePoint at the bottom of the right-click menu. A MacroView DMS dialog will display, allowing you to navigate and select a location to save your emails.
- If you're already viewing an email, click to the Home tab, go to the MacroView group and click the Save Message button.
- If you have MacroView Managed Filing configured, emails will automatically be saved to a SharePoint location based on tracking tags in their subject.
- if you have MacroView Predictive Email Filing configured, drag and drop an email to the Drop Zone for DMS to automatically predict and save your email to a SharePoint location based on tracking tags and your personal filing behaviour.
Once an email has been saved, it will be marked with a yellow tag and labelled Saved to SharePoint.
You can quickly Open Message Location for any saved email in Outlook.
- Ribbon menu on an open email
- Right click on a saved email
Save emails in bulk
DMS and DMS Pro supports efficient bulk saving of emails via drag and drop, allowing you to select multiple emails in your inbox and drag them to a selected location in your SharePoint document store.
This process will automatically capture and save important metadata from each individual email without prompting the user to enter additional information, unless requested by your organisation.
Choose how your attachments are saved (single emails only)
DMS and DMS Pro also offer flexibility with how you choose to save single emails that contain attachments.
By default, emails and their attachments will be saved together in an .msg or .eml file, capturing the email in the exact format as it was sent. If you wish to split attachments from its email when saving via drag and drop to SharePoint, you can enable a setting in the MacroView Options menu.
For more information on choosing how attachments are saved, read the following MacroView Knowledge Base article: How to separate attachments from emails and save separately.