Saving attachments to SharePoint
It is recommended to save attachments of incoming and outgoing e-mail messages to SharePoint. Attachments saved to SharePoint are instantly shared with all other SharePoint users (read availability of attachments for more information). This feature helps you to collaborate with colleagues on documents and also saves storage space on the mail server.
When uploading attachments, you are prompted the same way as when uploading other documents to SharePoint. To learn more about these prompts, read Uploading documents to SharePoint.
How to save the attachments of an incoming e-mail message to SharePoint?
Follow one of these methods:
- Drag the attachment from the body of an e-mail message or the preview pane to the harmon.ie sidebar, to upload it to the open SharePoint location.
- Right-click the attachment and select Save Attachments to SharePoint. The Save to SharePoint dialog opens, and lets you set the upload options.
Note: The Save to SharePoint attachments context menu item is not available for messages in RTF format.
- In an open message, click the Save Attachments button from the harmon.ie ribbon button. The Save to SharePoint dialog opens, and lets you set the upload options.
How to save the attachments of an outgoing e-mail message to SharePoint?
Send an e-mail message containing attachments. By default, you will be prompted to save the attachments to SharePoint, and replace them with links to the documents on SharePoint. The Save to SharePoint dialog opens, and lets you set the upload options. To learn how to disable this prompt, read Setting e-mail options .
If you are uploading the attachments to a location with required properties, you will be asked if you would like to send the message before filling in the required properties. If you click No, the properties window opens, and the message is not sent. Fill in the required properties, and then send the message again.
Note: If you want to attach a file that already exists on SharePoint, it is recommended to send a link to the file. Drag the document from the sidebar to the message or right-click the document in the SharePoint documents panel, select Copy > Link and then paste the link into the e-mail message.
How can I stop the upload process?
When the upload process begins, it is indicated by a progress bar. You can stop the upload process by clicking the red square to the right.
Setting e-mail options
Use harmon.ie Options to set the default action taken when sending e-mail messages containing attachments. You can override these settings for a specific e-mail message using the Save Attachments button, available in the harmon.ie ribbon button.
Note: The e-mail setting does not apply to currently open message windows.
To set the default action when sending an e-mail message with attachments:
- Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the Advanced tab.
- Check E-mail Settings > Prompt to save attachments when sending e-mails, to be asked each time you send an e-mail message with attachments, if you want to upload the attachments to SharePoint and replace them with links. This is the default setting. Uncheck this option if you do not want to be prompted to replace attachments with links. In this case the attachments are sent as physical files and are not uploaded to SharePoint.
Availability of attachments
When using the Replace attachments with SharePoint links feature, you need to verify that:
- The e-mail recipients have access to the SharePoint site where the attachments are uploaded. If they cannot access the SharePoint site, the document links in the message will not open for them.
- If you are uploading the attachment to a document library that requires check out, the document will be unavailable until checked in. harmon.ie can prompt you to check the attachments in. To learn more, read Uploading documents to SharePoint.
