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themsenduser
Level: Powered On

 

How do you take that document that a user sent you, get it into SharePoint or Teams with the proper metadata/properties?

The answer is this quick and easy Flow, which will allow you categorize and move attachments into Document Libraries and add identifying metadata as part of the process. Using the sweep rules in an email inbox, you can manage and sort the emails and attachments in one simple process, and also use sweep rules to clean up the emails as they get stale if you so desire. By using Sweep Rules in combination with folders in Outlook and Document Libraries in SharePoint or (/Office365 Groups or Microsoft Teams), you can be very specific as to how attachments can be sorted and labeled as part of this process.

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