We've been working with SharePoint for years – implementing, developing, hosting as well as using it for our own internal systems and our public website – www.mgtechgroup.com. Recently I was working with one of our resellers getting their internal staff up to speed on Windows SharePoint Services 3.0. As I did a really basic demo of the features, one of our office staff overheard and I was amazed to learn had no idea how to use these features. Sometimes we forget to share the simple things…
We use SharePoint for all kinds of things but I only occasionally go to our SharePoint site MGWeb. The reason is that I access it primarily through Outlook. I always have Outlook open for e-mail, my calendar and tasks and we also use Dynamics CRM which is integrated as well. This allows me to do much of my daily communications and information gathering from one application, very efficient and easy to use.
These screen shots are from Outlook 2010 but you can do this on Outlook 2007 as well. If you are using a previous version you can do some things with Outlook 2003 but before that you're out of luck – time to upgrade. We host Office and can also help with discounted licenses (shameless plug).
Connecting a Document Library to Outlook
This has got to be one of my favorites. This will allow you to have access to documents stored on SharePoint from within Outlook. This includes attaching them to an e-mail, editing, search, and working with them offline.
To connect a document library to SharePoint:
- Log on to your SharePoint site
- Navigate to the document library
- Click the Actions menu and choose Connect to Outlook
- Depending on the version of Windows, Office and Internet Explorer you are running you may see the following (or something similar)

Obviously click Allow since you know you are linking to a safe site.

Click Yes.
- Now you will see the document library in Outlook
- If there are folders you can expand them, you can select documents and see them in the preview pane of Outlook. You can double-click them to open them (remember how to work with SharePoint documents to ensure your changes are saved back to SharePoint – this is even easier in Office 2010).
Attaching a document to an e-mail from SharePoint
Now that you have your document library connected let's look at what you can do with it. One thing I use all the time is attaching a document to an e-mail. I must point out that if you are sending something to someone who has access to the SharePoint site, just send them a link! One of the benefits of SharePoint is to stop sending documents by e-mail to ensure everyone is working with the same document and to prevent your mailbox from filling up with copies of the same document. However, I work a lot with prospects and am often sending them documents we have in SharePoint.
Option 1: Forward
- From Outlook, right-click the document in the SharePoint Lists section
- Select Forward (you can also click forward on the tool or ribbon bar)
- Enter your e-mail recipient and other info
- Click Send
Option 2: Drag and drop
In the option above, you get a nice e-mail with your signature, the filename as a subject and the document attached. However, as often happens I start writing an e-mail and then decide to attach a document. To do this, follow these steps:
- Switch from your e-mail back to Outlook
- Open the SharePoint list on the left side (if you don't see SharePoint Lists make sure you are in Inbox or Folder view and that you have one connected)
- Click and drag the document you want to attach to your e-mail. HINT: if your e-mail window is no longer visible, drag the file to the Task Bar and hover over the e-mail "task". If you are running Windows 7 it looks like this:

The task bar with two Outlook tasks (one is my Inbox and the other is my new e-mail) as I hover over the Outlook icon I see this:

- Now drag the file to the message task (in Vista and XP the window will appear when you hover over the task). Then I can drop the file on the body of the e-mail and it will attach
Option 3: Send the link!!!
I mentioned above sending a link to users who have access to SharePoint. It's so easy to do and you still don't have to leave Outlook.
- Open the SharePoint list on the left side of Outlook
- Right-click the document you want to send a link to
- Click Copy Shortcut
- Paste this into your e-mail
I'm out of time for this post, enjoy!