Colligo offers true cloud-based capture and document management add-ons. Colligo’s three cloud products simplify knowledge and record management, improve information governance and compliance, and help financial services organizations leverage their SharePoint investments.

Colligo Email Manager for Microsoft 365 enables users to capture and autoclassify emails and attachments directly from Outlook to SharePoint and Teams via automatically extracted metadata.
Colligo Content Manager for Microsoft 365 allows users to explore SharePoint from Teams, web browsers, and Outlook, so they can find and share files faster.
Colligo Office Connect for Microsoft 365 lets users save and classify files to SharePoint from Microsoft 365.

Benefits for end-users:

• Easily file emails, documents, and attachments to SharePoint and Teams on desktop or mobile with a familiar experience across devices

• Automatically extract metadata properties of documents, emails, and attachments or manually capture custom fields

• Search SharePoint content within Outlook's native interface (or from Teams or the web browser); browse and preview lists and check-in or check-out files from a document library; and utilize the drag-and-drop interface to classify content and emails in SharePoint and manage records – all without switching apps

• Share SharePoint content as links for easy collaboration and file-sharing with teams

Benefits for the enterprise:

• Enable ‘frictionless’ compliance with company or industry policies by making filing easier for end-users

• Drive consumption and user-adoption of SharePoint and Teams as your system for records and knowledge management

• Leverage your investment in Microsoft 365

• Increase productivity and collaboration amongst your team

• Support BYOD without compromising information management compliance

• Centrally configure site access for users and groups with an administrative tool non-IT can use

• Quickly deploy the add-ins using the simple Microsoft 365 add-in framework so users get instant access

• Save IT time and money with automatic upgrades and no server downtime

About Colligo

Colligo brings the best of SharePoint into Outlook and everyone’s favourite Microsoft 365 apps through easy-to-use and deploy solutions. In business for more than 20 years, Colligo is proud to serve mid- and large-sized organizations alike.

Colligo for Financial Services

by Colligo Networks, Inc