SLIM Companion Email Manager is an SPFx App that extends the standard SharePoint functionality. It adds buttons to the ribbon or option(s) to the context menu. Upload emails using drag and drop, view emails, view email attachments, tag emails, attach SharePoint documents to emails and more…
Supported browsers: Chrome, Edge, Opera and Safari.
Supported SharePoint versions: SharePoint Online
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Attach SharePoint document(s) to emails
See all features below
|Functionality||Standard SharePoint||Email Manager|
|View emails in browser||✓||✓ (fast)|
|View email attachments||x||✓|
|Tag emails during viewing||x||✓|
|Select emails by filtering column(s) or sorting||✓||✓|
|Attach SharePoint document(s) to a new email||x||✓|
|Cater for network or server glitches||x||✓|
Before presenting the features of SLIM Companion Email Manager it is important to understand the capabilities of out-of-the-box SharePoint. Emails are stored as regular documents in document libraries without email metadata. As a result users cannot sort emails by received date or group emails by conversation. The file names will be based on the email subject. Email replies are named with a sequence number e.g. subject (1).msg resulting in meaningless file names. This simple naming mechanism also introduces a risk that emails are overwritten by other users even though they contain different content.
It typically takes multiple seconds to preview an email with the standard viewer. The names of email attachments are shown but the attachments cannot be opened. Users need to download the email to their computer and then open the email using a mail client (e.g. Outlook) before they can access the attachment. This is not always possible. For example, opening an msg email on a macOS (OS X) client, an iPad or a computer without Outlook.
Users also frequently need to attach SharePoint document(s) to an email. This involves downloading of the document, opening a new email in their mail client and then attaching the downloaded document. This becomes even more cumbersome when dealing with multiple documents or complete folder structures.
In short, SharePoint provides basic functionality to manage emails.
Email Manager in-depth
Email Manager is a SharePoint App that needs to be installed once in your SharePoint environment. There is no need to install any software on the user’s computer since it is fully browser-based. Your data is secure because the emails are processed in your browser and does not require the use of an external systems. The tool is easy to use because it extends the standard SharePoint interface. Specifically it adds buttons to the ribbon of document libraries and adds options to the ellipsis menu (…) of emails.
Viewing emails is optimised for performance and viewing an email typically takes less than 1 s. Accessing the email attachments is also very fast because the data is already present in the browser’s memory. Browsing through large sets of emails is optimised by offering previous / next buttons and allowing users to jump to a specific email by entering a number.
The Email Manager tool can handle document libraries exceeding the list view threshold and supports views and filters or sort order applied in the SharePoint page itself.
Users can tag emails during viewing for further processing such as moving the emails to a different location, set properties or download all selected emails.
Attaching a SharePoint document to an email can be done in a single click. Open the document’s ellipsis menu and select “Mail Item”. This generates a new email with the selected document attached. If you need to attach multiple documents simply select the checkboxes for each of the required documents and click “Mail Item(s)” button in the ribbon. Attaching a folder structure as a zip file to an email is also possible.
The current version of Email Manager works with msg and eml emails. The tool supports the latest versions of Chrome, Edge, Opera and Safari. The tool is compatible with SharePoint Online (Office 365) and works with the modern view.