Saving e-mail messages to SharePoint

How can I save an e-mail message on SharePoint?

• There are two methods to save an incoming e-mail message to SharePoint:
1. By dragging-and-dropping the message to SharePoint.
2. With the harmon.ie Save Message button.
• You can save an outgoing e-mail message to SharePoint while sending it, with the Save on Send button.

You can also move an e-mail message to SharePoint. In this case the message is deleted from your Inbox (or any other folder) and moved to the Deleted Items folder after it is uploaded to SharePoint.

When uploading e-mail messages to SharePoint, harmon.ie prompts you the same way as when uploading other documents to SharePoint. To learn more about these prompts, read the help topic Uploading documents to SharePoint.

How are e-mail messages saved on SharePoint?

E-mail messages uploaded to SharePoint are saved as .msg documents and contain the entire message, including body text and attachments. The document name is calculated from the subject field.

Note: When working with harmon.ie for SharePoint, Enterprise Edition, it is possible to map the e-mail headers (To, From, Subject, Date, etc.) to SharePoint document metadata. To learn how, read Saving e-mail headers in SharePoint columns.

Saving messages with the same subject

If several messages from the same discussion thread are stored on SharePoint, you are asked if you want to replace the existing message / save it as a new version of the .msg file, or rename the new message. To learn more, read Replacing existing documents.

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.

Using drag-and-drop to save incoming e-mail messages on SharePoint

Select an e-mail message and drag it from the Inbox, or any other folder, to the harmon.ie sidebar. This instantly uploads the message to SharePoint and shares it with all other SharePoint users, without duplicating it in all of their Inboxes.

You can drag multiple messages from your e-mail to the harmon.ie sidebar by holding the CTRL key while selecting the messages to drag.

You can use the application options to move the messages to SharePoint, instead of copying them. Read Moving e-mail messages to SharePoint for more information.

To reverse the behavior set in the application options, and change the drag-and-drop mode from move to copy or vice versa, hold the Alt key while dragging an e-mail to the sidebar.

Using the Save Message button to save incoming e-mail messages on SharePoint

To save an incoming e-mail message to SharePoint:

1. Open the message you want to save.
2. Click the Save Message button located in the harmon.ie ribbon button. The Save to SharePoint dialog opens, and lets you set the upload options.

When using the Save Message button to upload messages to SharePoint, the message icon changes to show that the message was saved on SharePoint. Also, the message category states the SharePoint location in which the message is saved.

Saving an outgoing e-mail message to SharePoint

To save an outgoing e-mail message to SharePoint:

1. Click the Save on Send button from the harmon.ie ribbon button. The button is highlighted.


2. Send the message.
3. The Save to SharePoint dialog opens, and lets you set the upload options.
4. If you are uploading the message to a location with required properties:
1. If you chose to upload the message attachments as well, you will be asked if you would like to send the message before filling in the required properties of the attachments.


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.
2. You will be asked if you would like to fill in the required properties of the message now.


If you click Yes, the properties window opens and lets you fill in the required properties. Note that the message is sent regardless of your answer.

To set whether to always prompt to save an outgoing message to SharePoint:

1. 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.
2. Open the drop-down list next to Ask me to save e-mail when I send it, and select:
   • Never not to prompt to save the e-mail to SharePoint.
   • Always to prompt to save the e-mail to SharePoint.
   • Remember to remember your last selection.

Note: You can overwrite your selection in the options using the Save on Send button.

Moving e-mail messages to SharePoint

You can delete the uploaded message from the Inbox (or any other folder) and move it to the Deleted Items folder when uploading it to SharePoint:

Using drag-and-drop

Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, select the Advanced tab and click Move e-mail instead of copy to SharePoint.

To reverse the behavior set in the application options, and change the drag-and-drop mode from move to copy or vice versa, hold the Alt key while dragging an e-mail to the sidebar.

Using the 'Save on Send' and 'Save Message' buttons

Set the Delete e-mail after saving to SharePoint option in the Save to SharePoint dialog. For more information, read Setting e-mail and attachments upload options.

Note: When moving an outgoing e-mail message to SharePoint, the message is not saved in the Sent Items mail folder.

Opening e-mail messages saved on SharePoint

When opening an e-mail message stored on SharePoint from the harmon.ie sidebar, the message opens directly in Outlook.