How To Save Outlook Email To Sharepoint?

If you’re having trouble saving your Outlook emails to SharePoint, don’t worry; you’re not alone. Many people struggle with this issue, but the good news is that it’s relatively easy to do with the right tools. In this article, we’ll take a look at how to save Outlook emails to SharePoint quickly and easily, so you can get on with your work.

How to Save Outlook Email to SharePoint

Saving Outlook email to SharePoint is a great way to store and access important emails from anywhere. It allows you to easily organize, collaborate, and share email with the rest of the organization. In this article, we’ll show you how to save Outlook email to SharePoint.

Step 1: Set Up SharePoint

Before you can save Outlook email to SharePoint, you’ll need to set up an account. If you’re using Office 365, you can access SharePoint by signing in to the Office 365 portal. Once you’ve signed in, you’ll be able to create a new SharePoint site and configure it to your needs.

Once you’ve set up your SharePoint site, you’ll need to make sure that everyone in the organization has access to it. You can do this by setting up a SharePoint group and adding all the relevant users to it. This will ensure that everyone has access to the same content.

Step 2: Add the SharePoint Add-In to Outlook

Once you’ve set up your SharePoint site and added the relevant users, you’ll need to add the SharePoint add-in to Outlook. To do this, open the Outlook app and go to the “Store” tab. From here, search for the “SharePoint” add-in and click “Add.” Once the add-in is installed, you’ll be able to access it from the “Home” tab.

Once the SharePoint add-in is installed, you’ll be able to save Outlook emails to your SharePoint site. To do this, open the email you want to save and click the “SharePoint” button in the ribbon. This will open the “Save to SharePoint” window, where you can select the folder to save the email to.

Step 3: Select a Folder

Once you’ve opened the “Save to SharePoint” window, you’ll need to select the folder to save the email to. You can either select an existing folder or create a new one. To create a new folder, click the “New Folder” button and enter a name for the folder.

Once you’ve selected the folder, click the “Save” button to save the email to SharePoint. The email will now be available to everyone in the SharePoint group. You can access the email from the folder you saved it to.

Step 4: Share the Email

Once you’ve saved the email to SharePoint, you can share it with the rest of the organization. To do this, open the folder you saved the email to and click the “Share” button. This will open the “Share” window, where you can enter the names of the people you want to share the email with.

Once you’ve entered the names of the people you want to share the email with, click the “Share” button to send them an email with a link to the shared folder. They will then be able to access the folder and the email you saved to it.

Step 5: Manage the Email

Once you’ve shared the email with the relevant people, you can manage it from the SharePoint site. To do this, open the folder you saved the email to and click the “Manage” button. This will open the “Manage” window, where you can view the list of people who have access to the folder and the email.

From here, you can add or remove people from the list, as well as create new folders and move the email to other folders. You can also delete the email from the folder or entire SharePoint site, if you no longer need it.

Step 6: Sync Outlook and SharePoint

Once you’ve saved the email to SharePoint, you can sync Outlook and SharePoint to ensure that the latest emails are always available. To do this, open the Outlook app and go to the “Settings” tab. In the “Sync” section, click the “Sync Now” button to start the sync process.

Once the sync process is complete, the latest emails will be available in both Outlook and SharePoint. This will ensure that everyone in the organization has access to the latest emails, regardless of which app they’re using.

Step 7: Back Up the Emails

It’s important to back up your emails in case something happens to the SharePoint site. To do this, open the Outlook app and go to the “File” tab. From here, select the “Back Up” option and choose a location to save the backup file.

Once the backup file is created, you can store it in a safe place or upload it to a cloud storage service for extra protection. This will ensure that your emails are safe, even if something happens to the SharePoint site.

Step 8: Schedule Backups

To ensure that your emails are always backed up, you can schedule regular backups. To do this, open the Outlook app and go to the “Settings” tab. In the “Backup” section, click the “Schedule” button to set up a regular backup schedule.

Once you’ve set up the backup schedule, your emails will be backed up automatically. This will ensure that your emails are always protected, even if you forget to back them up manually.

Step 9: Monitor the SharePoint Site

Once you’ve saved your emails to SharePoint, it’s important to keep an eye on the site. To do this, open the SharePoint site and go to the “Activity” tab. Here, you can view the activity on the site, including any changes that have been made and who made them.

This will allow you to keep track of any changes that have been made to the site, as well as any emails that have been added or deleted. This will help you ensure that the site is always up to date.

Step 10: Archive Emails

Finally, you can archive emails to keep your SharePoint site organized and reduce clutter. To do this, open the Outlook app and go to the “File” tab. From here, select the “Archive” option and choose the emails you want to archive. Once you’ve selected the emails, click the “Archive” button to move them to the archive folder.

Archiving emails is a great way to keep your SharePoint site organized and reduce clutter. It will also help you ensure that everyone in the organization has access to the most important emails.

Related Faq

What is SharePoint?

SharePoint is a web-based collaboration platform from Microsoft that is used for sharing documents and information between people within an organization. It provides an integrated set of tools and applications, such as document libraries and lists, to help organizations store, organize, track, and manage documents and information. It also provides workflow and collaboration features, such as team sites and wikis, to help improve communication and collaboration between team members.

How do I save Outlook email to SharePoint?

To save Outlook emails to SharePoint, you will need to connect your Outlook account to your SharePoint site. Once connected, you can drag and drop emails or attachments from Outlook directly into your SharePoint document library. You can also save individual email messages or attachments to SharePoint using the Save as option. This option can be found in the File tab of the Outlook ribbon. You can also save an entire email folder to SharePoint by using the Move to option. This option can be found in the Home tab of the Outlook ribbon.

How can I make sure my Outlook emails are backed up to SharePoint?

To ensure that your Outlook emails are backed up to SharePoint, you will need to configure a library or list in SharePoint to store your emails. Once the library or list is configured, you can use the drag and drop or Save As feature to save emails and attachments to the library or list. Additionally, you can use the Move to feature to save entire email folders to the library or list. It is important to note that you will need to manually move emails to SharePoint in order to back them up.

What are the benefits of saving Outlook emails to SharePoint?

Saving Outlook emails to SharePoint has a number of benefits. By storing emails and attachments in SharePoint, you can ensure that the documents are secure and accessible from anywhere. Additionally, SharePoint can provide additional features, such as version control and workflow automation, which can help improve collaboration and efficiency. Finally, SharePoint can provide an easier way to search and organize emails, making it easier to locate emails quickly.

Do I need to install any software to save Outlook emails to SharePoint?

No, you do not need to install any additional software to save Outlook emails to SharePoint. All you need to do is connect your Outlook account to your SharePoint site using the “Connect to Outlook” feature. Once connected, you can use the drag and drop or Save As feature to save emails and attachments to SharePoint. Additionally, you can use the Move to feature to save entire email folders to SharePoint.

In conclusion, saving Outlook emails to SharePoint is an easy and efficient way to store and organize your emails. This can be done by either downloading the emails to your computer and then uploading them to SharePoint, or by using a third-party add-in that will directly sync your Outlook emails to SharePoint. Whichever route you take, you can be sure that your Outlook emails are safely stored in SharePoint and easily accessible whenever you need them.