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Jan
7
Saving Important Email to SharePoint
Original Publication Date: Monday, January 7, 2008
Filed Under: Libraries and Lists, Tips and Tricks
One of the questions that comes up regularly is how to save an important email into SharePoint. One of the easiest ways to accomplish this is to use the Save As functionality in Outlook. Before continuing with this article, you should create a shortcut as described in drag and drop to a SP library.
Now, follow these instructions to save an email message to your shortcut:
- Select a message in Outlook 2007 and open it by double-clicking the message.
- Locate and click on the Office Logo in the upper left hand corner of the message.
- Highlight Save As… in the menu.
- Click on Save As in the right column.
- In the dialog that appears, select the shortcut you created on your desktop.
- Near the bottom of the dialog, change the Save as type drop down to MHT or Outlook Message Format.
- If desired, you can also change the File Name.
- Click Save.
Chris Quick
If I could suggest an interesting Tip & Trick topic: Create a discussion board through SharePoint Designer workflow!
Still amazed this wasn’t included ‘out-of-the-box’ as a feature in Designer! I have not found a good solution online either to create a discussion from a list item. Cheers
Or you could set up to mail to a document library, and have it save the original email.
Ryne,
Thank you for the suggestion, but I’m not sure I understand the intended goal. Is the goal to create a discussion based on an item in a list?
Chris,
I agree with your scenario being better, but not all environments will have the capability or desire to use the incoming email feature of SharePoint 2007. Since this functionality is controlled by central administration, it would be outside of the realm of the end-user.
Chris Quick,
Thank you for your response! I would like to create a discussion based on a list item, yes. I have a list with a link field type called “Discussion” that when an item is created, I would like a discussion to be created (title of dicussion = title of list, subject of discussion = string type variable) and the address populated in the link field. If that makes any sense!
I have not found much documentation on this issue …
Ryne,
It just so happens I have a project that might require this type of interaction. I’ll see if I can put together a post on my blog with steps to complete this.
[...] to save an email from Outlook into your Sharepoint site is explained in this article on the End user Sharepoint [...]
I dragged and dropped my email, it got saved in Document library but the email had another email as an attachment, that was not there in the lib.
Why?