Here you will find all necessary information to install, configure and operate our product / service.
You need the following components for operating our solution:
Any mailbox at any email provider
- Non-Exchange-based mailboxes at any provider are also supported
- The email server must support forwarding of emails to a given personalized email address
- You need a SharePoint Online site, where you can install our product as an SharePoint app
- Alternatively you can also use a site on an on-premise SharePoint server that is accessible from the Internet and is configured correctly for the use of Low-Trust-Apps
- To install the app you need admin permissions on this site
- To configure the incoming email settings, you need at least permissions to manage lists in this site
How to use the product?
▹ Installation and initial registration
▹ Manage your account
▹ Subscribe to a plan
Installation and initial registration
Download from SharePoint App Store
- Install the SharePoint app from the Micrsoft App-Store (requires admin permissions on the SharePoint site)
Go to the app and register as a new user / tenant
Then you will see the E-Mail Services homepage with descriptions of the different products / services
Subscribe for "Incoming-E-Mail"
Subscribe for the product on the tab "INCOMING E-MAIL"
Thereafter an default configuration is created for you
Configuration of mailbox forwarding
Copy your personal forwarding email address
Configure your email inbox, so that all incoming emails are forwarded to this personal email address (e.g. Exchange Online mailbox )
Configuration of the target SharePoint list
Select the SharePoint list in which the incoming emails should be stored (the SharePoint site is set to the installation url of the app and can not be changed)
Configuration of field mappings
Under "Edit Field Mappings" you can specify which columns are to be filled in the SharePoint list. You can select an email message field and specify the corresponding SharePoint column. Please keep in mind that only certain assignments are meaningful, e.g. you can only assign email message fields, that contain a date, to SharePoint columns of type "Date/Time".
If you change the column configuration of the SharePoint list, please remember to adjust the field mappings, since otherwise incoming emails can not be processed correctly.
Configuration of additional options
By activating the option "Transfer attachments only" you can configure our service to save only the attachment of the incoming email.
By activating the option "Overwrite attachments" you can configure our service to overwrite existing elements within the target document library. The service uses file name and file expression to check for duplicates. If this option is not active, files, which would have been overwritten, will be numbered with (n) at the end of the file name.
By activating the option "Group attachments and emails in folders" you can configure our service to group attachments within folders in the target document library. You will have to choose a second option to configure the specified folder names. You may choose between "Subject" and "Sender name". If the option "Transfer attachments only" is active supplementary, only attachments of the incoming email will be stored.
Saving the Configuration
Use the button "Save" to save your configuration, "Cancel" will discard your changes.
Multi list configuration (Premium or Enterprise plan)
Have you subscribed to the Premium or Enterprise plan, you can configure several lists within a SharePoint Web.
To add a configuration for another list, click "Add new list configuration".
Each configured list has its own redirect mail address.
Manage your account
Go to "Manage Account"
Click on your username and select "Manage Account"
Adjust your account administrator settings
Under "General" you can adjust the settings of the primary account administrator. We will send notifications regarding your account to this email address.
Under "Billing" you can provide your billing address and credit card information.
Please notice that currently only credit card payment is possible.
The payment information is a prerequisite to subscribe to a paid plan later.
Subscribe to a plan
If the quota of the "Free Plan" is not sufficient for you, you can select on of several paid plans
To subscribe to a plan please click on "Subscription" in the management interface
Select your desired plan by clicking "Subscribe". You can choose between monthly and yearly payment. With yearly payment you get one month free.
If you have not provided your billing information under "Manage Account", you will be prompted to provide your billing address and credit card information.
The following confirmation notification indicates that your credit card will be charged.
Your selected plan will be shown as "Subscribed".
Revert to "Free Plan"
You can revert to the "Free Plan" at any time. Following a final settlement no further costs will be charged on your credit card.