Can You Save Directly From Outlook to SharePoint?

Ever found yourself needing to save an email directly to Microsoft SharePoint from Outlook? While there's no direct 'Save to SharePoint' button, there are workarounds to achieve this. Let's delve into how you can accomplish this task efficiently.

Before we proceed, ensure you have both Outlook and SharePoint set up in your environment and you're using a version that supports these features.

Saving Attachments to SharePoint from Outlook

One way to save from Outlook to SharePoint is by saving attachments to your local drive and then uploading them to SharePoint. Here's how:

1. Open the email with the attachment in Outlook.

2. Right-click on the attachment and select 'Save As'.

Choosing a Location to Save the File

You can choose any location on your computer to save the file temporarily. Ensure it's a location you can easily remember or access later.

After saving, you can proceed to upload the file to SharePoint:

Uploading the File to SharePoint

1. Login to your SharePoint site.

2. Navigate to the library or list where you want to save the file.

3. Click on 'Upload' at the top of your screen.

4. In the 'Upload Files' dialog box, click on ' Upload'.

5. Select the file you saved earlier and click 'Open'.

Using Outlook for Windows Desktop's '$data' Area

Outlook for Windows Desktop also offers a 'data' area where you can save attachments and then drag and drop them into SharePoint:

Saving Attachments to the 'data' Area

1. Right-click on the attachment and select 'Move to folder'.

2. Select 'Outlook Data File' or create a new folder under this category.

Uploading to SharePoint

1. In your SharePoint site, open the library or list where you want to save the file.

2. Click on 'Upload' and in the 'Upload Files' dialog box, select 'Upload from a PC'.

3. Navigate to 'Outlook Data File' (or the folder you created earlier) and select the attachment.

4. Click 'Open' to upload the file to SharePoint.

And there you have it! You've now learned how to save directly from Outlook to SharePoint, enhancing your productivity. Happy sharing!