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Colligo Contributor

The Colligo Contributor Add-In for Outlook drives SharePoint adoption for email and content management with easy access directly from Outlook.  Choose Send & File, or simply drag-and-drop emails and attachments into document libraries and folders, instantly capturing critical metadata. The built-in Attachment Manager easily stores email attachments in SharePoint, replacing them with links.

Features

Integrate Outlook and SharePoint: Eliminate the SharePoint learning curve with seamless SharePoint/Outlook integration.

  • Save emails in SharePoint libraries
  • Replace attachments with links
  • Automatically capture email metadata
  • Instantly set custom or default metadata
  • Access SharePoint libraries within Outlook
  • Work online and offline
Email management: Easily save emails and attachments to SharePoint through Send and File, drag-and-drop, and Outlook rules, or copy entire Outlook folders to SharePoint. Instantly capture email message fields, and set content types and custom metadata. Emails are saved as .msg files with unique names.
  • Improve email and document management
  • Auto-capture standard email metadata such as To and From
  • Apply custom metadata within Outlook
Replace attachments with links: Instantly upload attachments to SharePoint, replacing them with links. Customizable email send rules prompt for uploading attachments before sending, reducing attachment proliferation, and promoting the use of SharePoint for document collaboration and storage.
  • Reduce the size of emails
  • Overcome OST/PST limitations
  • Prevent multiple copies of the same document
  • Promote SharePoint-based collaboration
Configuration options: Colligo Contributor supports local caching, improving productivity by delivering instant access to content when working offline or over slow connections. From Colligo Contributor Add-In for Outlook, choose whether a list or library is available online-only or cached.
  • Maximize workforce productivity offline
  • Automatically sync content when online
  • Ensure instant access over slow networks
Document and form libraries: Easily sync document libraries and folders to Colligo Contributor from the toolbar, and access SharePoint libraries right from your Outlook folder tree. Documents and document sets are easily opened, edited, and saved. Create documents using document and form templates, or, just drag-and-drop. In-place records management is supported.
  • Drag-and-drop documents to SharePoint
  • Update documents from Outlook folders
  • Use content types and forms in Outlook
Standard and custom lists: Access custom lists, and many standard lists ,including events, issues, links, contacts, announcements, tasks, and agendas. List items are added or edited with just a few clicks and automatically updated in SharePoint.
  • Set content types for list items
  • Access and update custom lists
  • Add items to standard lists
  • Right-click to edit item properties

Views and metadata: Quickly organize and find content with online and offline views. Set metadata for multiple list items and documents simultaneously, with a simple right-click. Set enterprise-managed and keyword metadata using the term store selector. Specify default folder-level metadata for automatic application. Multi-value lookups are supported.

  • Right-click to quickly update metadata
  • Edit common metadata to multiple files
  • Select managed metadata via the term store
  • Set default folder-level metadata

Synchronization and version control: Select specific libraries, folders, or lists for sync. Cached content is kept up-to-date with an automatic background sync. When online, modifications to content can immediately trigger synchronization. Configuration options can be set by individual users or locked by IT. Elegant conflict resolution, integrated with Microsoft Word® compare and merge, notifies of conflicting edits on next connect.

  • Set sync on startup, view, edit, or interval
  • Resolve conflicts with compare and merge
  • Lock content with Check-Out and Check-In

Website

Colligo Contributor Add-In for Outlook

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