Who is this article for?

Users who want to use Mail Manager with Microsoft 365.

Microsoft 365 account is required.

Mail Manager supports the filing and searching of messages filed in Microsoft 365.

This article walks you through how to add SharePoint Locations in the app.

1. Adding a SharePoint location

Before adding SharePoint Locations, you need to enable the SharePoint integration.

To configure it, follow the steps to setting User Preferences for Microsoft 365 integrations.

You may be prompted to enter your Microsoft 365 credentials. This is a one time prompt, unless your password has changed.

2. Adding Locations manually

To add a Location:

1. Select Tools from the ribbon.
2. Click Locations.

3. Choose the required Collection in the left-hand pane.
   

   Not seeing the Collection you're after?
   You cannot manually add Locations to discovered Collections.
   

4. Click the Add Location button.

5. Select SharePoint from the Type dropdown.
6. Go to SharePoint in your browser.
7. Navigate to (and open) the folder where the messages will be saved.
8. Copy the full path from the address bar to the clipboard.
   
   
   
   
9. Paste the path into the Location field.
10. Enter a suitable Description for the Location.
    You can use the arrow buttons to choose a folder name.
11. Click OK.

SharePoint locations are not verified, unlike local and network folders, therefore the Status column will be empty.

3. Adding Locations using browse

Before using this method, you have to set up the sites you want to browse.

To set up the sites:

1. Select Tools from the ribbon.
2. Go to User Preferences.
3. Choose Microsoft 365.
4. Ensure the SharePoint location picker is enabled.
5. Ensure the Start from section contains the path of sites that you wish to browse.
   
   

To add a Location:

1. Select Tools from the ribbon.
2. Click Locations.

3. Choose the required Collection in the left-hand pane.
4. Click the Add Location button.

5. Select SharePoint from the Type dropdown.
6. Click the Browse... button.
   SharePoint Location Picker will appear.
7. Enter the site you want to Start from
8. Select the required folder.
   You can use the Search for function or manually navigate the folder tree.

9. Click Select.
10. Enter a suitable Description for the Location.
    You can use the arrow buttons to choose a folder name.
11. Click OK.

4. Further Reading

• Configure the Location Picker for SharePoint