|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shaping the future > Partners > Colligo
|
|
|
|
Colligo |
|
Colligo is a leading provider in desktop collaboration technology
Its client-based software solutions extend the functionality of Microsoft SharePoint. Designed to increase productivity, Colligo products move critical data storage and synchronization functions from the server to the desktop, enabling users to more effectively capture, access, edit, and share information when and where they need it. From instant team collaboration to remote user access, Colligo enhances the collaboration experience for customers in more than 50 countries. Customers include PricewaterhouseCoopers, General Motors, KPMG, Qualcomm, and Grant Thornton.
Colligo is a Microsoft Gold Certified ISV partner and IBM Business Partner. For more information visit www.colligo.com
| Offline folder and email management solution for SharePoint 2007
Calvis partners with Colligo to extend the document management capabilities of SharePoint 2007
- Support better email & document management with the Microsoft Outlook Add-in
- Email drag and drop
- Auto capture email fields (to, from, date, etc.)
- Apply custom SharePoint metadata in Outlook
- Leverage Views offline and in Outlook
| | | |
|
|
|
|
Solution Scenario |
Colligo
Contributor
Integrate Outlook with SharePoint for enhanced email & document management
The challenge
We are a top 50 UK law firm and are considering migrating to a Microsoft
SharePoint platform for Document Management. However, we are concerned that
SharePoint does not provide us with adequate email management facilities.
The majority of content being added to our existing document management
system originates from email. As you would expect, a good deal of attention
has been given to email management by some of the more recognized document
management vendors operating in the legal sector. Therefore, we are mindful
that this functionality needs to be a key requirement for any successful
Microsoft SharePoint document management solution. We have found that the
user experience of moving attachments and emails from Microsoft Outlook to
SharePoint is time consuming and can leave valuable metadata behind. We
expect a familiar and intuitive user interface and the simplicity of
drag-and-drop, right click, and other desktop operations. We also require
the ability to share, classify and access information easily - functionality
we can find within SharePoint.
The solution
The Colligo Contributor Outlook Add-in provides a convenient way to synchronize
SharePoint document libraries (including sub-folders) with Outlook folders.
Staff can easily copy or move documents, emails, and attachments between Outlook
and SharePoint, as they do with any other Microsoft application. This can be
achieved either manually with a simple drag-and-drop or automatically using
Outlook rules.
With emails, Contributor automatically captures standard message fields and maps
them to metadata in the SharePoint document library. Additionally, custom
metadata can be updated immediately with the Outlook Add-in. Content can be made
available for online-only access or it can be cached locally for offline use.
With offline mode, content is synchronized to an encrypted local data store - it
is not stored in Outlook (.ost or .pst). This Outlook Add-in delivers powerful
functionality for email retention and collaboration applications. It can help
drive overall adoption of SharePoint across your firm.
Key benefits:
- Sync SharePoint document libraries to Outlook;
- Gain immediate access based on SharePoint user permissions;
- Drag-and-drop emails and attachments in Outlook to SharePoint;
- Automatically capture standard metadata (e.g. To, From, Subject, and Date);
Set-up Outlook rules to automatically add/copy emails to SharePoint;
- Set content type and custom metadata immediately in Outlook;
- View and sort document library content; and
- Choose from online-only or offline caching configurations.
| | | |
|
|
|
|
|
|
|
 |
|
|
|
|