Save email and attachments to SharePoint, Microsoft Teams and OneDrive for Business

OVERVIEW

MacroView has been a Microsoft Partner for over 20 years.  We enable best-practice solutions for generating and managing documents and emails in Microsoft Office, Microsoft Teams, SharePoint and Office 365.  We choose these solution platforms because they are where business users prefer to work. MacroView has been creating solutions in Microsoft Office and in SharePoint since the release of SharePoint Team Services in 2002.  Our solutions are used by organisations in over 70 countries around the world.

BENEFITS

MacroView Mail allows you to save Outlook emails and attachments to, or insert files as attachments from, Microsoft Teams, Office 365 and OneDrive for Business from anywhere on any device with their metadata automatically captured so they can quickly and easily be located in these environments using search.  

 WORKS ON

 Save to Office 365, Microsoft Teams and OneDrive for Business from:

• Outlook for iOS (iPhone / iPad)
• Outlook for Android
• Web Browser (OWA)
• macOS (Outlook 2016+)
• Windows (Outlook 2019, Outlook Office 365)

Note:  An Office 365 SharePoint Online and Exchange Online account are required to use this add-in.

 FEATURES

• Save emails from Outlook on iOS, Android, MAC, OWA and Windows
• Save or insert attachments from Outlook on iOS, Android, MAC, OWA and Windows
• Consistent user experience across all devices
• Save from Outlook to a Microsoft Teams Channel
• Save from Outlook to SharePoint libraries
• Save from Outlook to OneDrive for Business
• Efficient workflow to save emails with minimal user interaction compared to other products
• Insert files from Microsoft Teams, SharePoint or OneDrive for Business as attachments, links or PDFs
• Locate save locations using search or browse
• Create new folders while saving emails and attachments
• Define Favourite locations or use automatically generated Recent locations
• Rename emails and attachments before they are saved
• Select from available content types in the selected SharePoint location
• Capture custom metadata when saving attachments
• Automatically capture email metadata such as To, CC, From, Subject, etc
• Select different content types for an email and its attachments
• Prevent duplicate emails being saved in the same location
• Continue working in Outlook while emails are saved in the background
• Saved emails are categorised with ‘Saved to SharePoint’ and their save location in Outlook
• Optionally moves saved email from your Inbox to a nominated folder in Outlook

 UPGRADE - ADDITIONAL FEATURES

• Limit of 15 saves per 30 days is removed when saving to SharePoint, Teams, and OneDrive
• Define email filing rules to automatically select the save location.
• Push Favourites - Favourite locations assigned to users by an administrator
• Premium Support

LEARN MORE

Download: MacroView Mail

Contact Us: https://www.macroview365.com/contact-us

Learn more: MacroView Mail User Guide

Add-in capabilities

When this add-in is used, it

• Can send data over the Internet.
• Can read or modify the contents of any item in your mailbox, and create new items.
• Can access personal information - such as the body, subject, sender, recipients, or attachments in any message.
• May send this data to a third-party service.

UPDATE HISTORY

Build #16844 - October 2022

• Supports shared mailboxes
• Added ability to 're-authorize application' to MacroView Mail settings
• Minor fixes and enhancements

Build #16937 - July 2022

• Allow searching for site, libraries and folders when inserting attachments
• Rename "OneDrive for Business" to "OneDrive" in the menu
• Minor fixes and enhancements

Build #16928 - March 2022

• Option to not have save location Outlook category included on saved email

Build #16920 - February 2022

• Office document attachments can be saved as PDF before saving to Microsoft 365 See more...
• Inserting DocumentID redirection style links in new emails
• Support for enhanced CEF rules in MacroView Mail See more...
• Minor fixes and enhancements

Build #16885 - October 2021

• Fixed an issue that caused failed emails to be sent out incorrectly
• Minor fixes and enhancements

Build #16881 - September 2021

• Resolved an issue with CEF rules not firing

Build #16880 - August 2021

• Update to recording of some currency properties
• Minor fixes and enhancements.

Build #16844 - April 2021

• Minor fixes and enhancements.

Build #16699 - October 2020

• Push Favorites - Favorite locations assigned to users by an administrator.
• Updated user interface on iOS and Android devices.
• Minor fixes and enhancements.

Build #16609 - September 2020

• Message displayed when an outdated favorite or recent location is selected.
• Message displayed if the selected location does not contain the email metadata columns.
• Resolved scenarios where user could be prompted to sign-in twice after signing out.