The Need:
Easily save email attachments to a folder.
Common Approaches:
Create a Microsoft flow that automatically saves email attachments to OneDrive for Business or a SharePoint library
What is the difference between saving to OneDrive Business and saving to a SharePoint library?
OneDrive Business is connected to your personal Office365 profile; a SharePoint library can be connected to a group of people. SharePoint libraries also have the option to add additional columns to the library--like Choice, Person, Text columns--so you can filter the library on email characteristics like Recipient or Importance later.
Which is better?
Neither is better. If multiple people need to save attachments to the same place, use a SharePoint library. If long-term access to these documents is required (within data privacy policy, of course), use SharePoint. (OneDrive libraries might not be accessible after employees leave the organization.) If this is just a strategy for personal productivity, OneDrive for Business is fine.
1. Create a folder in OneDrive for Business or a SharePoint library for the email attachment files.
If you plan to add extra columns to the SharePoint library, add those before you create the Microsoft flow. The image below is of a SharePoint library with added columns.
2. Create a Microsoft flow to save attachments from an email when the email meets your desired conditions.
Possible conditions are "when email arrives" or "when email is saved to Outlook folder" or "when email arrives and cc contains..." The image below triggers when a new email arrives (in the Inbox). Because we are automatically saving attachments, "Include Attachments" and "Only with Attachments" should be set to "Yes."
Save to OneDrive for Business
Add an Apply to each container. Inside, put a "Create file" (OneDrive for Business) step. Simple! Two steps. When email arrives, create file in OneDrive for Business. (You are applying "Create file" to each attachment.)
OR: Save to SharePoint library
In this Apply to each, add a Create file (SharePoint) step. Attachments Name and Attachments Content are the same. The file will save in the SharePoint library. This time, add a second step after Create file to capture the metadata: "Update file properties" (SharePoint).
Note in the SharePoint step below that the file properties options match the columns shown in the SharePoint library.
A note on a text:
Les Liaisons dangereuses by Pierre Choderlos de Laclos. A morality tale about the importance of saving your correspondence so it can be used later, possibly for revenge.
Easily save email attachments to a folder.
Common Approaches:
- Right click on an attachment in Outlook, and browse files to find a place to save it
- Drag the attachment from an open email to a folder
- Save to an email folder and search for it later
Create a Microsoft flow that automatically saves email attachments to OneDrive for Business or a SharePoint library
What is the difference between saving to OneDrive Business and saving to a SharePoint library?
OneDrive Business is connected to your personal Office365 profile; a SharePoint library can be connected to a group of people. SharePoint libraries also have the option to add additional columns to the library--like Choice, Person, Text columns--so you can filter the library on email characteristics like Recipient or Importance later.
Which is better?
Neither is better. If multiple people need to save attachments to the same place, use a SharePoint library. If long-term access to these documents is required (within data privacy policy, of course), use SharePoint. (OneDrive libraries might not be accessible after employees leave the organization.) If this is just a strategy for personal productivity, OneDrive for Business is fine.
1. Create a folder in OneDrive for Business or a SharePoint library for the email attachment files.
If you plan to add extra columns to the SharePoint library, add those before you create the Microsoft flow. The image below is of a SharePoint library with added columns.
2. Create a Microsoft flow to save attachments from an email when the email meets your desired conditions.
Possible conditions are "when email arrives" or "when email is saved to Outlook folder" or "when email arrives and cc contains..." The image below triggers when a new email arrives (in the Inbox). Because we are automatically saving attachments, "Include Attachments" and "Only with Attachments" should be set to "Yes."
Save to OneDrive for Business
Add an Apply to each container. Inside, put a "Create file" (OneDrive for Business) step. Simple! Two steps. When email arrives, create file in OneDrive for Business. (You are applying "Create file" to each attachment.)
OR: Save to SharePoint library
In this Apply to each, add a Create file (SharePoint) step. Attachments Name and Attachments Content are the same. The file will save in the SharePoint library. This time, add a second step after Create file to capture the metadata: "Update file properties" (SharePoint).
Note in the SharePoint step below that the file properties options match the columns shown in the SharePoint library.
A note on a text:
Les Liaisons dangereuses by Pierre Choderlos de Laclos. A morality tale about the importance of saving your correspondence so it can be used later, possibly for revenge.
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