SharePoint Case Management

SharePoint Case Management

SharePoint lets users store all case information, including email, in one place. Yet getting people to use SharePoint is challenging, because workers spend their work time in Outlook. The constant toggling between apps creates confusion and leads to costly errors which can be avoided with SharePoint case management.
Find Emails Quickly
Use search, filter by tags, column filters, and more, to easily find emails in SharePoint.
Save on Email Storage
Reduce expensive email storage space by keeping only one copy of each email message. One copy of the truth also reduces email chaos.
Fulfill Email-Related Business Requirements
Retrieve emails for discovery, audit, and compliance needs, easily.

Drag and drop email messages from Outlook directly into SharePoint using Using simple Outlook rules to designate specific Outlook folders as ‘drop off folders’ that map to SharePoint folders, workers have the power to decide which emails automatically get captured and saved in SharePoint making SharePoint case management easier to do. By staying within email and making it easy, puts the control in the hands of information workers, thereby humanizing the Information Governance process.


Categorize your email messages with SharePoint case management. automatically maps email headers such as ‘To,’ ‘From,’ ‘Subject,’ and ‘Received’ to SharePoint metadata. Plus, using artificial intelligence technology, can automatically add topics extracted from email content as SharePoint metadata.


Search and retrieve email messages, documents, and records from SharePoint (and SharePoint Record Center) for discovery, audits, and compliance requirements. When classified correctly and efficiently, producing email messages and documents is a snap. By making the right thing, the easy thing, your workers will be compliant with information governance requirements without the hassle of uploading emails and documents to SharePoint from the browser.

Work on the go

Capture, classify, and find emails and documents anytime, anywhere from Outlook OWA app on smartphones and tablets. Plus, provides full-featured, secure SharePoint and Office 365 access from any mobile device to make SharePoint case management easier to do on the go.


Join forces with colleagues using email messages stored on SharePoint. Realize all the benefits of SharePoint document collaboration, now with email messages.

  • Use draft emails to collaborate internally
  • Eliminate email chaos by having only one copy of the truth
  • Maintain a version history of email exchanges​ and documents
  • Prevent data leakage by sharing secured links instead of attachments
  • Satisfy clients by sharing time-dependent emails and documents quickly
  • Reduce litigation risks by finding emails and documents quickly

Empower your employees with innovation

Cutting-edge technology that brings all your Office 365 tools together