Saving Files from Outlook into SharePoint

ARTICLE SUMMARY

This is an article that contains the steps to save files from Outlook into SharePoint.

NOTE: This is a key usability feature that is broken in Office365. Microsoft is working on it, but it is harder to fix than you might think. The reason is simple: emails are stored in a very different way (exchange) than files in SharePoint. 

Automatically Sync Files Downloaded from Outlook Desktop App

1. First, make sure that you have OneDrive installed. 
2. Open the SharePoint library that you regularly save files to in your browser. 
3. Look for the “Sync” button in the toolbar. 
   • 
4. Select “Sync.” A window will pop up to let you know that syncing will start. 
   • 
5. Your browser will prompt you to approve a request to open OneDrive. Select “Open Microsoft OneDrive.” 
   • 
6. OneDrive will show a window to let you select the folders you want to sync. (You will see this in English.) Select “Start syncing.” 
7. OneDrive will now keep this folder synced with SharePoint. Any file you drop into this folder will be uploaded to SharePoint. Any file you delete from this folder will be deleted from SharePoint. 
8. From the Outlook Desktop App, select “Save as” from Outlook. 
   • 
9. Scroll through your options until you see the blue office tower. This will list all of the libraries that are being synced by OneDrive. 
   • 
10. Save the file into the library and folder of your choice. OneDrive will sync the file for you. You still need to go into SharePoint to add metadata. This is a good option for libraries you use on a regular basis. 

From Outlook Online

1. Select the arrowhead on the file you want to download and select “Save to OneDrive.” 
   • 
2. Open OneDrive Online and find the “Attachments” folder. 
   • 
3. Open the and select the three dots next to the file you want to move into SharePoint.
   • 
4. Select “Move to” from the action menu. 
5. A panel will open on the right side showing you the SharePoint sites you can access. Select the site you want to move the file to and choose the appropriate library and folder. 
   • 
6. This solution is not much better than downloading and uploading the file yourself. I recommend using the syncing option if you are moving lots of files from Exchange (Outlook) to SharePoint.