This article applies to:
EMO MS365 Email Manager cloud add-in for Outlook
8.x Email Manager for Outlook
7.x Briefcase for Window, Email Manager for Outlook
6.x Briefcase for Windows, Contributor Pro, Email Manager for Outlook
In the latest Colligo cloud products, the email Metadata fields in the table below are automatically extracted and filled in when saving the Email if the Sharepoint Column/Property with the name from the "Default Column Name" table below exists in your tenant.
In legacy Colligo products, Column names for email metadata mapping are defined in an email configuration file in legacy products. By default, the required SharePoint column display name matches the Outlook message field name. The email configuration file allows the default mapping from the Outlook message field name to the SharePoint column display name to be overridden.
When a .msg file is added to a document library, the product checks the file and looks for any supported message fields. If a supported field is found, there is a further check to see if there is a metadata column in the SharePoint document library with the matching display name and the appropriate data type. If a match is found, then the column is pre-populated with the value from the .msg file.
The table below lists the supported Outlook message fields with the default values for the corresponding SharePoint column names.
| Email Metadata | Default Column Name | Type |
| Attachment | Attachment | Yes/No |
| Bcc | Bcc | Text |
| Bcc-Address | Bcc-Address | Text |
| Bcc-Type | Bcc-Type | Text |
| Categories | Categories | Text |
| Cc | Cc | Text |
| Cc-Address | Cc-Address | Text |
| Cc-Type | Cc-Type | Text |
| Conversation | Conversation | Text |
| From | From | Text |
| From-Address | From-Address | Text |
| From-Type | From-Type | Text |
| Importance | Importance | Number |
| Received | Received | Date/Time |
| Received-UTC | Received-UTC | Date/Time |
| Sensitivity | Sensitivity | Number |
| Sent | Sent | Date/Time |
| Sent-UTC | Sent-UTC | Date/Time |
| Subject | Subject | Text |
| To | To | Text |
| To-Address | To-Address | Text |
| To-Type | To-Type | Text |
For Colligo Email Manager for MS 365 (EMO) - Additional Field Types
| Email Metadata | Default Column Name | Type |
| AI Summary of Email Body Text | Email Summary | Multi Line Text |
Paid customers can map this column data to custom names using the Colligo Admin Console
Additional Notes (V6 and V7):
- Text fields can be a single line of text, or multiple lines of text .
- The Default Column Name refers to the display name of the SharePoint column.
The name of the email configuration file must be ColligoMappingConfig.xml. The file must be stored in the following locations, depending on your product version:
- 6.x:
- C:\Users\%username%\AppData\Roaming\ColligoOfflineClient\Config
- C:\Users\%username%\AppData\Local\ColligoOfflineClient\Config
- 7.x:
- C:\Users\%username%\AppData\Local\ColligoOfflineClient\Config
To adjust the SharePoint metadata column name for a particular message field, change the appropriate mapping element of the SharePoint Column attribute. Note that it is possible to specify multiple mappings for the same message field; that is, the same field can be mapped to multiple SharePoint metadata columns. The format of the file is shown below.
