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Free download: Sharepoint management e-book


Your emails aren't in SharePoint. That's a problem.

 

Your team lives in Outlook. Your records should live in SharePoint. But critical emails keep slipping through the gaps - creating risk, duplication and endless searching. This guide shows you how to fix it for good.

 

  Understand the 5 warning signs of SharePoint chaos
  Practical steps to govern email alongside documents
  Expert tips from Microsoft 365 specialists

Download your free copy

Complete the form below to access your free copy.

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The gaps that put your organisation at risk

Email trapped in inboxes - not Sharepoint

Approvals, contracts and critical project context stay locked in individual Outlook inboxes. When someone leaves, that information leaves with them.

Inconsistent filing and version chaos

Different people use different folder structures. Documents get emailed instead of linked. Multiple versions of the same file exist - and no one knows which is current.

Compliance and audit trails are incomplete

When regulators ask for a complete record, email threads are missing from SharePoint. What looks compliant on the surface doesn't hold up under scrutiny.

Staff spend hours searching instead of working

When context is scattered across inboxes, SharePoint and Teams channels, your team wastes time reconstructing threads instead of responding to clients or delivering work.

Governance gaps your IT team can't fix alone

You can lock down SharePoint permissions all day, but if 80% of project communication still sits in Outlook, governance is a half measure at best.

Departures create irreversible information loss

When a key team member leaves, their email history - often containing years of client context - disappears. No handover process can recover what was never filed.

 What the guide covers

From chaos to control - in four clear steps

The SharePoint Survival Guide walks you through the most common failure points in SharePoint governance and exactly how to fix them, including the missing piece most teams overlook.


What SharePoint is,
(and isn't)

Why treating SharePoint like a shared drive is the root cause of most governance failures - and what it's actually built for.


How chaos starts - and compounds

The patterns that turn a well-intentioned SharePoint environment into a duplicate-file, wrong-permissions nightmare.

What happens when you don't fix it

Five concrete consequences - from governance failure to data leakage - that play out silently until something goes wrong


Expert fixes that actually stick

Group-based permissions, metadata over folders, the Me vs We filing rule - practical guidance from Microsoft 365 specialists.

What our clients are saying

Project and client businesses across ANZ use Ideagen Mail Manager to keep email records compliant, searchable and shared.

We simply would have lacked the proper email audit trail needed to achieve ISO9001 accreditation without Ideagen.

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Jamie Seabrook
IT Manager

It saves around 10 to 20% of staff time, improving efficiency from staff looking into emails, which means they can now respond on the call instead of having to search for information and get back later on.

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Geoff Claughton
Managing Director

Because of the nature of work I do, I must have every email from the last 10 years at hand. We’ve always been taught and trained that the risk is too big not to have that information.

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Mark Behrmann 

Principal Associate

The #1 choice for global leaders in regulated industries

About Ideagen


ANZ solutions

  • Locally developed solutions
  • Developed for the ANZ region
  • Trusted by 2000+ businesses in ANZ
  • Over 20+ years of experience in the ANZ market


Global scale & trust 

  • 18,000+ customers globally
  • Trusted by 90% of top aerospace & defense companies
  • 75% of global pharma companies
  • 250+ aviation organisations


Local workforce 

  • 300+ employees in Australia and New Zealand
  • Offices across most capital cities 
  • Local support plans available

Ideagen Mail Manager was awarded Highest User Adoption for small business

in the G2 Grid® Report

 

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Free resource

Download the SharePoint Survival Guide

Get the free guide and learn how to bring order to your email and SharePoint ecosystem. Practical. Actionable. No sign-up required after download.

  • Understand the root causes of SharePoint chaos
  • Step-by-step governance framework to implement
  • Fix the email gap that undermines everything else
  • Applicable to any Microsoft 365 environment

Speak to an expert

Already know you have gaps to close?

Speak to a Mail Manager specialist about how to connect your Outlook and SharePoint environments. We work with teams across APAC to implement automated email filing at scale.