Email attachments are an essential part of modern business communication, and they can contain critical information that needs to be saved and shared. However, managing attachments can be challenging, especially if you receive a lot of emails with attachments on a daily basis. SharePoint provides a solution to this problem, allowing you to save and manage attachments more efficiently. In this guide, we will show you how to save attachments to SharePoint step-by-step.
Step-by-Step Guide to Saving Attachments to SharePoint:
Step 1: Connect Outlook to SharePoint
The first step in saving attachments to SharePoint is to connect your Outlook account to your SharePoint site. To do this, follow these steps:
- Download and install Konnect eMail Outlook Add-In
- Open Outlook and go to Konnect eMail > Settings
- Add the target SharePoint to the sites list
Step 2: Create a Document Library
The next step is to create a document library in SharePoint where you can store your attachments. To create a document library, follow these steps:
- Open SharePoint and go to the site where you want to create the library
- Click on “Site Contents” and then “New” > “Document Library.”
- Name the library and click “Create.”
- Add email metadata fields to this library, i.e., Email date, Email From, and Email To.
Step 3: Save an Attachment to SharePoint
Once you’ve connected Outlook to SharePoint and created a document library, you can start saving attachments to SharePoint. To save an attachment to SharePoint, follow these steps:
- Open the Konnect eMail Explorer Add-In
- Navigate to the document library you created in Step 2
- Drag and drop the attachment to this location on the Konnect eMail Explorer window.
- Add any additional metadata you want to include, such as a description or category
- Click “Save”
Benefits of Saving Attachments to SharePoint:
- Better Organization
Saving attachments to SharePoint helps you organize your files more efficiently. You can categorize attachments into folders and even subfolders, making it easier to find files when you need them.
- Improved Collaboration
SharePoint allows you to share attachments and documents with others, making collaboration more comfortable and more efficient. You can also set permissions to ensure that only authorized users have access to sensitive information.
- Easy Accessibility
By saving attachments to SharePoint, you can access them from anywhere, anytime. SharePoint is accessible through the internet, making it possible for you to retrieve your important files even when you are not in the office.
- Searchability
SharePoint has powerful search capabilities that make it easy to find specific attachments. You can search by keyword, file name, or any other relevant criteria, making it much easier to locate a file quickly.
- Data Security
SharePoint provides enterprise-level security features, including data encryption and access controls, which ensures that your attachments and other sensitive information are safe from unauthorized access.
Conclusion:
By following the steps outlined in this guide, you can easily save attachments to SharePoint and enjoy the many benefits it provides. SharePoint offers easy accessibility, improved searchability, better organization, improved collaboration, and data security. So why not start saving your attachments to SharePoint today and take your file management to the next level? With SharePoint, you can stay organized and keep your files safe and secure. You can also see Microsoft SharePoint Consulting Services. Most small-to-medium-sized businesses have no idea what kind of Microsoft SharePoint Consulting services they need.
