Best Practices to Optimize Email Management Using harmon.ie Classic

harmon.ie allows you to easily upload incoming and outgoing email messages to SharePoint, using drag and drop, or with the Save Message and Save on Send ribbon buttons.

A few configurations in harmon.ie and in SharePoint allow you to better capture and classify emails uploaded to SharePoint:

• When uploading email messages to SharePoint using harmon.ie, email headers (From, To, CC, Subject, Date, etc.) can automatically be mapped to SharePoint document properties.
• You can force prompting the user to upload sent emails to SharePoint.
• Enabling Email Message Previews in harmon.ie: The Show Preview command allows you to see a preview of email messages (.msg files) uploaded to SharePoint.
• You can ensure unique naming for email messages saved to SharePoint or Teams with harmon.ie Classic.
• You can save threaded messages to the same SharePoint location.
• You can use harmon.ie drop folders to migrate large batches of emails to Microsoft 365. You can even schedule the migration process not to overload resources during work hours.
• harmon.ie provides an automatic process for uploading and tagging email attachments of a certain document type with a certain subject line.

To force prompting the user to save sent email messages to SharePoint:

You can disable the harmon.ie option Ask me to save email when I send it then the user will always be prompted to save an outgoing message to SharePoint.

To do that, set PromptToSaveEmailOnSend provisioning key to Always, and add the Force = 1 value. [Download reg key sample]

To automatically save threaded messages to the same SharePoint location:

If a message was previously saved to SharePoint, harmon.ie tries to automatically save the replied or forwarded message to the same SharePoint location. You could configure harmon.ie to automatically save email attachments next to the email message, and replace them in the email message with links.

To enable these features set the SaveConversationInTheSameLocation and/or PromptToReplaceAttachmentsWithLinks keys, as explained in Provisioning email upload options.

[Download SaveConversationInTheSameLocation reg key sample ] [Download PromptToReplaceAttachmentsWithLinks reg key sample]