SharePoint & OneDrive for Business

SharePoint & OneDrive for Business

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Mail Manager supports the filing and searching of messages directly into in SharePoint and OneDrive for Business without the need to use locally sync'd folders.

 


Prerequisites:

SharePoint Online, SharePoint on-premise 2013 & 2016
Valid user sign-in credentials e.g. email address and password.
 

How to add a SharePoint or OneDrive for Business 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 or OneDrive 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.

 


Notes:

SharePoint & OneDrive for Business locations are not verified like they are for local and network folders, therefore the locations status column will be empty.