SharePoint & OneDrive for Business

SharePoint & OneDrive for Business

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Mail Manager supports the filing and searching of messages located in SharePoint Online without the need to use locally sync'd folders.

 


Prerequisites:

SharePoint Online
Microsoft 365 work or school account

 


Automatic discovery of SharePoint locations

Depending on your SharePoint hierarchy it may be possible to discover filing locations without the need to create and maintain collections.

Locations are rediscovery once an hour.

 

Contact: support@mailmanager.com for more information.

 

Note: This option is only available for subscription licence users.

 


How to manually add a SharePoint location:

1.Open the Add Location window via:
File message window
Locations tool
 
The Add Location window will appear:
 

 
2.Select the type of location to be added i.e. SharePoint
3.Select a SharePoint document library or sub-folder e.g.
i.Select the Browse button to navigate to the required document library or sub-folder
or
ii.Using a web browser, navigate to your SharePoint folder and copy its full path from the address bar to the clipboard e.g.
https://mailmanager.sharepoint.com/sites/ProjectSites/Projects/131472/Shared%20Documents/Forms/AllItems.aspx
Then paste the path into the Location text field
4.Add an appropriate description
5.Select a Collection to which the location will be added to
6.If required change the Usage. The default is File and Search. If the Search option is selected the location won't appear when filing.
7.Select OK
8.Exit and save the changes when prompted

 

Up to 30 minutes later you will be able to search items that have been filed into your SharePoint filing locations.

 


Note:

SharePoint locations associated with collection files are not verified like they are for local and network folders, therefore the locations status column will be empty.