Stop Losing Metadata at Filing Time — New harmon.ie 1.8 Is Here

New harmon.ie is your Outlook sidebar for saving emails and documents to Microsoft 365 — making it easy to save email to SharePoint, Teams, or OneDrive and keep your content organized without leaving the inbox. Version 1.8 focuses on what happens after you save: how content gets classified correctly the first time, how file details can be edited across multiple files at once, how users get prompted to fill in missing metadata right after upload, and — for harmon.ie Classic users — how outgoing emails can be captured at the moment of sending.

When you save an email or attachment to SharePoint, the metadata that travels with it determines how findable that content is later — and whether it meets your organization’s compliance requirements. Previously, editing those fields after saving meant opening SharePoint in a browser, locating the file, and editing the properties there.

In 1.8, the metadata editor lives directly inside the harmon.ie sidebar. No browser tab, no navigating to SharePoint to locate the file. Both simple and complex field types are supported: text, choice lists, currency, yes/no, user lookup fields, and date or date-time fields with a date picker. Managed metadata is fully supported too, including Enterprise Keywords with a find-as-you-type experience. You can filter the editor to show only required fields, and harmon.ie flags any that are still empty before saving so nothing gets filed incomplete.

When you save an email, harmon.ie automatically maps the email headers — To, From, Subject, Date — to their corresponding SharePoint metadata columns, so the most important fields are already populated before you even open the editor. Admins can also configure harmon.ie to open the property editor automatically whenever a user saves to a location that has required fields with missing values, so nothing gets filed incomplete.

This matters most in regulated industries where metadata accuracy isn’t optional. Legal teams classifying documents by matter, government users applying retention labels, compliance officers ensuring correct categorization — all of that can now happen in the context of daily email work, not as a separate task in SharePoint.

In 1.8, you can select multiple files and update their shared metadata fields in a single operation. Change a project code, apply a classification label, or update a person field — the value applies to every selected file at once. Fields you leave unchanged keep their original per-file values. If required fields differ across selected items, harmon.ie flags them before saving so nothing gets filed incomplete.

For teams that regularly classify batches of documents — legal teams filing matter documents, project managers organizing deliverables, compliance officers categorizing records — this removes the repetition of editing each file one by one.

When users upload multiple files to SharePoint, harmon.ie can prompt them to fill in any missing required metadata fields immediately after the upload completes. Classification happens while the context is fresh — not as a separate task that gets deferred or forgotten. Admins enable this feature in the harmon.ie configuration.

For organizations that depend on consistent metadata for compliance, records retention, or search, this closes the gap between files that are saved and files that are properly classified.

Save & Send has been available in New Outlook, Outlook on the web, and Outlook for Mac for some time. Version 1.8 completes that coverage: it’s now available in Outlook for Windows (classic) — the traditional desktop Outlook app — as well.

To use it in Outlook for Windows (classic): open the harmon.ie sidebar while composing, hover over your target SharePoint, Teams, or OneDrive location, and click Save & Send. If the email has attachments, choose which ones to save, then send the email manually from Outlook. (In new Outlook and Outlook on the web, the email goes out automatically after saving — in classic and Mac, you send it yourself.) Either way, the core benefit is the same: outgoing correspondence is captured in SharePoint at the source, not retrieved from Sent Items after the fact.

For teams who need reliable records of sent correspondence, this closes the last gap in Save & Send coverage across supported platforms. No more depending on memory to go back and file what you sent.

Each update in harmon.ie 1.8 closes a gap in how email content gets organized in Microsoft 365. The in-app metadata editor means classification happens inside Outlook, not in a separate browser tab. Bulk edit means that same classification now scales across entire batches. The upload prompt means missing details get caught at the point of filing, not discovered later. Save & Send for Classic means outgoing email is captured at the moment it leaves, not retrieved after the fact. Together, they reduce the friction between saving an email and having it properly organized — so the system works the way your team needs it to.

New harmon.ie 1.8 is available now. If you’re already a harmon.ie customer, the update has been deployed automatically — nothing to do.