Docs
MailConnect is an Outlook add-in. From the email you’re reading, it archives the email and its attachments to SharePoint. From the email you’re writing, it attaches files from SharePoint. These pages explain how to set it up, run it and use it.
Set up and run MailConnect
For Microsoft 365 admins, IT and security reviewers:
- Installation: what the guided install does, step by step.
- Your trial: how long it runs, and what happens when it ends.
- The Admin Center and its guides: usage, people and settings.
- Security & privacy: every permission, and what data goes where.
Use MailConnect in Outlook
For everyone who has MailConnect in Outlook:
- Opening MailConnect: where it is, and what works in which Outlook.
- Archiving emails and attachments, also by drag and drop.
- Attaching SharePoint files to the email you’re writing.
- Troubleshooting, when something doesn’t work.
MailConnect partners have their own partner guide.
Getting started
Install MailConnect in your Microsoft 365 tenant, start your free trial, and sign in to the Admin Center to follow its use and change its settings.
InstallationWhat the guided MailConnect install does in your tenant, step by step, so you can review it, or pass it to IT or security, before you start.
TrialHow the free MailConnect trial works: 21 days from first use, the banner in Outlook, what happens when it ends, and how to continue without losing anything.
Admin CenterThe web portal where you follow MailConnect usage, manage who has access and change its settings: signing in, who gets access, and the four customer tabs.
Admin Center guides
How-tos for customer admins in the MailConnect Admin Center: people and roles, usage figures, settings, tabs, SharePoint columns and the Outlook category.
PeopleAdd, change and remove the Admins and Viewers who can open your organisation in the MailConnect Admin Center, and read its log of recent changes.
UsageWhat the Usage tab in the MailConnect Admin Center counts: active users, adoption, actions by type, periods and comparisons, and CSV and PDF exports.
SettingsThe Settings tab in the MailConnect Admin Center: language, feature cards, tabs, SharePoint columns and Outlook category, and how switching features works.
Signing in to your tenantWhy some Admin Center settings ask you to sign in to your organisation's Microsoft 365, what that reads, what it can change, and how it's logged and ended.
TabsSet up the tabs people see in MailConnect: SharePoint lists and libraries, Followed sites and Search, names, icons, modes, the start tab, the order and History.
SharePoint columnsGive archived emails and attachments their own content type and fill SharePoint columns from the email, and the message ID column that Already archived needs.
Outlook categoryMark archived emails with an Outlook category, so people can see and filter what's been filed: switch it on, and choose the category names and colours.
Using MailConnect
How to use MailConnect in Outlook: open it, archive emails and attachments to SharePoint, add metadata, attach SharePoint files, and fix common problems.
Opening MailConnectWhere to find MailConnect in Outlook, how to keep its pane open, what it does when you read or write mail, and which versions of Outlook support what.
ArchivingArchive an email and its attachments to SharePoint from Outlook: choose a location, pick what to save, archive several at once, and see what's already archived.
Drag and dropArchive by dragging emails, attachments or files onto a folder in MailConnect, and review them first when your organisation uses the drop review.
MetadataGive the files you archive a SharePoint content type and fill in its columns with Add metadata, copy values between attachments, and see which fill themselves.
Attaching filesAttach SharePoint files to the email you're writing: find them by browsing or searching, select them, choose PDF where you want it, and attach them.
BrowsingFind your way around SharePoint in MailConnect: its tabs, Followed Sites, search, file previews, and creating, renaming and deleting folders and files.
Your settingsYour own MailConnect preferences in Outlook: language, date format, default tabs, previews and suggestions, and the Reset suggestions and Clear Cache actions.
TroubleshootingFix common MailConnect problems in Outlook: sign-in prompts, features turned off, trial screens, errors and Retry, a pane that closes, and Clear Cache.
Security & privacy
What MailConnect and its Admin Center may access in your Microsoft 365 tenant, and exactly what data stays in your tenant and what reaches Pinksky.
PermissionsEvery permission MailConnect asks for: the two Microsoft Entra apps approved at install, the Outlook add-in manifest, and the Admin Center's own app.
Admin Center in your tenantWhat the MailConnect Admin Center can read and change in your Microsoft 365 when someone signs in to it: the app it uses, every read, the writes and the log.
Data residencyWhat stays in your Microsoft 365 tenant, and exactly what Pinksky receives and stores: install details, licence count, usage events and your MailConnect setup.