How to use Colligo Email Manager (basic steps)

ARTICLE SUMMARY

This instruction explains how to use Colligo Email Manager in Outlook to save emails and attachments into the correct SharePoint location, including any required metadata (if your library requires it).

The key rule:
Always save emails to the correct SharePoint library/folder and complete any required fields before clicking Save.

INSTRUCTIONS

1. Open Colligo for an email

1. Open Outlook (desktop or web).

2. Open the email you want to file.

3. Click Colligo Email Manager to open the Colligo panel.

If prompted:

• Sign in with your work account and approve the prompt.

2. Choose where to save the email

1. In the Colligo panel, select the SharePoint site.

2. Select the document library.

3. Select the folder (if your library uses folders).

Tip: If you cannot find a site or library, you likely do not have permission to it. Ask the site owner or IT to confirm access.

3. Choose what to save

Typically, you will see options like:

• Save email only

• Save email + attachments

• Save attachments only (if you only need the files)

Choose the option that matches your needs and your team’s records practice.

4. Fill in required fields (metadata)

If you see required fields, fill them in before saving. If you are not sure what to pick, ask the site owner.

5. Save and confirm

6. Common issues and fixes

A. You cannot see the Colligo panel/button

• Go back to the “Add Colligo to Outlook” article and confirm it is installed.

• Restart Outlook or refresh the browser.

B. You cannot find the SharePoint location

• You may not have access to that site or library.

• Confirm you are signed into the correct account.

C. Saving fails

• Try again after restarting Outlook.

• Try saving email only first, then try attachments.