Keep the work moving. Keep the record governed.
Connect Outlook communication, Teams collaboration and SharePoint record-keeping so every piece of work arrives in the right place with the right context.
File email and attachments into the right SharePoint context.
- File email
- File selected attachments
- File email + attachments
- Use configured workspace
- Choose destination
- Preserve Work Item relationship
- Retain business context
Keep filing aligned to the business workspace.
A workspace groups the SharePoint location, Teams destination, process configuration and status together so users always file into the right business context.
Turn email context into useful SharePoint properties.
theBRIDGE uses email context — subject, sender, received date — to populate SharePoint metadata columns when documents are filed, so the governed record carries meaningful, searchable properties from the start.
Apply consistent metadata as part of the process.
Metadata mappings define which properties are applied to documents when they are filed into SharePoint, keeping the governed record structured and consistent across the organisation.
Turn correspondence into filing-ready PDF records.
theBRIDGE includes an embedded conversion service that turns email into PDF before filing, so organisations can standardise correspondence in their governed SharePoint record.
theBRIDGE's embedded conversion service lets organisations standardise correspondence before filing it into SharePoint. The reverse direction converts Teams, SharePoint or OneDrive content to PDF and attaches it to an outgoing Outlook email.
Know where work has already been filed.
The Filing Registry records filing activity so theBRIDGE can surface whether an email or conversation has already been processed, helping users avoid duplicate handling and find existing records quickly.
See when the work has already been processed.
Already Filed surfaces existing filing history so users can see at a glance whether an email has been processed, who filed it, where it went and when — before they start working on it again.
Keep the governed record connected to the work that created it.
The Work Item preserves process context across the full lifecycle — from the source email through collaboration, filing, metadata and activity — so the governed record is never disconnected from the work behind it.
- Source email
- Attachments
- Owner
- Status
- Teams collaboration
- SharePoint destination
- Filed documents
- Metadata
- Processing history
Make filing and metadata part of a repeatable process.
Let rules help move work into the governed record.
Find governed content from the place where the work is happening.
Search SharePoint directly from Outlook to locate governed documents, attach content to outgoing email, or convert files to PDF before sending — without leaving the conversation.
- SharePoint search
- Filtered search
- Locate files
- Attach content to outgoing email
- Convert supported content to PDF before attaching
Work together in Teams while keeping SharePoint as the record.
Teams discussion happens around the Work Item while the governed documents remain in SharePoint. Collaboration and governance stay connected without duplicating content across platforms.
See how the record got there.
Every processing step is recorded against the Work Item, giving teams a complete process history connected to the governed record in SharePoint.
Bring the correspondence, documents and metadata together.
Configure governance rules once and reuse them across the process.
Workspaces, metadata mappings, Teams destinations, response targets and Process Packs are all configured centrally through the Control Center and applied consistently wherever work is processed.
Explore AdministrationKeep every stage of the work connected.
Turn everyday Microsoft 365 work into governed business records.
Keep communication, collaboration, documents and metadata connected from the first email to the final SharePoint record.