Drag and Drop Email from Outlook to SharePoint

I was recently asked if there was a simple way to store emails in SharePoint by dragging and dropping from Outlook.   My initial thought was to recommend one of many 3rd party solutions offered by Microsoft partners such as Colligo Contributor or OnePlaceMail.   These solutions provide Outlook add-ons that make it easy to configure connections to SharePoint which enable users to move attachments and/or emails (as .msg files) into a library.   

There is an out of the box solution that may work for some users:  an Outlook linked discussion board.

One word of caution about this approach.  It will not maintain the email in the original .MSG format and will instead convert the body of the email into the body of a discussion board item.   If you need to maintain the original email in the original .MSG format then do not use this solution.

To get started, create a new discussion board list in a SharePoint site.
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After creating the discussion board you should be on the List  tab in the ribbon bar.  If not, select the new discussion board and then click on the List  tab.   This tab provides features and options related to the newly created discussion board.   The item we are interested in is the Connect to Outlook option.   imageClicking on that option will cause a dialog box to appear asking if you wish to allow the discussion board to be synced with Outlook.   Click on Allow.   You may be presented with a second Internet Explorer security prompt.  Click on Allow.  And finally you will be asked if you wish to connect the discussion board to Outlook.  Click on Yes.

Within a few moments you will see a grouping called SharePoint Lists appear within your Outlook navigation pane.  Under the SharePoint Lists grouping you will see a folder for the discussion board that was just linked to Outlook.

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You can now drag emails and drop them into the new discussion board folder.  The emails that you place into the folder will automatically be converted into a discussion board item and synced to the SharePoint list. As mentioned earlier, the emails are converted and not stored in the original .MSG format.   If you drag the message back out from the discussion board folder and into an Outlook folder you will see that it does not show up as an email type.   There is no way to change an email back to the .MSG format after it has been placed in a discussion board.

Do you have an interesting solution for storing emails and/or attachments in SharePoint?  I would love to hear them!  Leave your ideas in the comments section below.

10 thoughts on “Drag and Drop Email from Outlook to SharePoint”

  1. KnowledgeLake Connect has been doing this since SharePoint 2003 with millions of users. Connect is designed for uploading any electronic file to SharePoint without the having to open SharePoint or administrate any file folders to do so. It integrates within your Outlook and enables you to save the attachment or the .msg file itself into SharePoint. In short, save any file format into SharePoint in seconds and bring consistency to all file formats with KnowledgeLake Connect.
    http://www.knowledgelake.com/products/Pages/sharepoint-integration-office-desktop-application.aspx

  2. Thank you for highlighting OnePlaceMail in your blog.

    In addition to storing emails in the native .msg format, we also find clients indicate the automatic capture and promotion of email attributes to SharePoint columns as being critical.

    5 minute video of OnePlaceMail in action:
    ——————————————————–
    Saving to SharePoint and/or Office 365:
    http://www.scinaptic.com/oneplacemail.html
    http://www.scinaptic.com/oneplacemail-for-office-365.html

    Download OnePlaceMail:
    – A full download is available for evaluation on our website

  3. As you say Mike there are quite a few ways to drag and drop emails from Outlook to SharePoint, most of which are pretty shallow in terms of Outlook integration and certainly don”t give the user the full Outlook look and feel and levels of performance.
    If readers want something that uses the Native Outlook capabilities that makes it extremely easy to adopt in that they don”t have to change their way of working while getting the full Outlook Cache mode type performance and offline working – take a look at Repstor for Outlook -http://www.repstor.com/products/repstor-for-outlook/repstor-for-outlook-and-sharepoint/ which essentially gives you Outlook cache mode for SharePoint content (Document libraries and lists).

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