Microsoft SharePoint + Ideagen Mail Manager
The SharePoint integration is the most widely used filing destination among Ideagen Mail Manager customers. It enables users to file emails from Outlook directly to SharePoint project libraries in a single click, with no need for locally synced folders or manual navigation to SharePoint.
How it works
Auto-discovery of locations: Ideagen Mail Manager automatically discovers SharePoint locations the user has permissions for, removing the need to manually maintain filing collections. When new project libraries are created in SharePoint, they appear in Ideagen Mail Manager automatically.
How it compares to filing manually in SharePoint: Without Ideagen Mail Manager, filing an email to SharePoint requires leaving Outlook, navigating to the correct library, and uploading manually — typically 8 to 10 clicks. With Ideagen Mail Manager, the same action takes one click from inside Outlook, with the location suggested automatically by the machine learning engine. This is why firms like WSP use both SharePoint and Ideagen Mail Manager together.
Benefits
File and search thousands of business-critical emails in Procore from Outlook and locally
Manage search & attachments, and save emails to Procore document folders
Standardise email filing instantly across the business with all emails stored in Procore
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