Configured correctly, MacroView Mail allows you to save emails to SharePoint Online (Office 365), OneDrive for Business or Microsoft Teams is as little as three clicks.
- Click once open MacroView Mail
- Click on a recent or favorite location
- Click Finish to save the email
If the email you are saving has any attachments you will also be prompted to confirm which of the email and/or its attachments are to be saved.
To minimize the steps required to save an emails set the following under settings:
- Un-check Show welcome screen
- Check Automatically close when uploading
And if you want to have the email automatically move to a folder in Outlook once it has been saved, check Move email to folder after saving.
Saving an email with even less clicks
If your organisation has an Enterprise License for MacroView Mail you can configure MacroView Corporate Email Filing rules under settings so that the save location is automatically selected by default for emails matching a rule.
When an email matches a rule, its save location is selected automatically and MacroView Mail takes the user directly to the Properties pane so emails can be save with a single click.
If you want to save the email to a different location you can page back from the properties page and select an alternate location.