Turn business correspondence into governed SharePoint records.
theBRIDGE helps users capture email, attachments and Microsoft 365 content, process documents, apply metadata and keep the resulting SharePoint record connected to the work that created it.
Important records often begin as ordinary email.
File correspondence directly from Outlook.
- Save email from Outlook
- Preserve message context
- File to configured SharePoint workspace
- Choose or resolve destination
- Associate with Work Item
- Retain processing history
File email directly into SharePoint using drag and drop, with metadata completion when required. See drag and drop in Outlook
Process the documents that arrive with the email.
Users can process email attachments as part of the same correspondence workflow rather than treating them as separate downloaded files.
Standardise correspondence before it becomes the record.
Process & File
Compose & Send
theBRIDGE includes its own embedded conversion service for transforming supported email and document content into PDF as part of the filing workflow.
Combine document processing and filing instead of treating them as separate tasks.
Put the record into the right SharePoint context.
Workspaces and destinations are configured centrally so users file into the correct SharePoint location without browsing manually.
Use correspondence context to help describe the record.
theBRIDGE can use configured email properties and workflow context to populate SharePoint metadata.
Apply metadata as part of the process.
Keep the filed record connected to the work that created it.
The filed document is not isolated from the business process around it.
Know where correspondence has already been filed.
theBRIDGE records filing activity so users can understand whether selected correspondence has already been processed and where it was stored.
See when someone has already processed the record.
Search SharePoint without leaving the correspondence.
Convert Microsoft 365 content before attaching it to an outgoing email.
When composing email through theBRIDGE, supported Microsoft 365 content can be converted to PDF before being attached, helping users send consistent document formats without manual download-and-convert steps.
Send the response and update the record in one connected flow.
Send & Process can include sending the email, filing sent correspondence, updating the Work Item, applying metadata and running configured processing — in one action.
Use rules to start processing when matching correspondence arrives.
Package multi-step processing into a single reusable action.
Every action is logged so you can trace the full record lifecycle.
Discuss correspondence in Teams while the governed record stays in SharePoint.
Work Items can be discussed in Microsoft Teams channels — keeping internal collaboration connected to the governed correspondence record without duplicating content.
Automate intake for shared mailboxes that handle hundreds of messages a day.
Correspondence, attachments and metadata — together in SharePoint.
Email records management for every team.
Customer Service
Capture every customer enquiry as a governed record with response tracking, so nothing falls through the cracks.
Finance
File invoices, purchase orders and approvals to structured SharePoint libraries with consistent metadata.
Procurement
Turn supplier correspondence into traceable records linked to contracts and tender documentation.
Legal
Convert legal correspondence to PDF and file alongside matter documentation in governed SharePoint sites.
Public & Corporate
Manage ministerial correspondence, FOI requests and corporate communications with full activity history.
Configure everything from Control Center — no code required.
From inbox to governed record — in one connected flow.
Receive
Email or document arrives
Understand
Metadata extracted and mapped
Process
Converted, filed and logged
Collaborate
Discuss in Teams, track in Outlook
File
Governed destination in SharePoint
Verify
Already-filed awareness
Track
Full activity history
Structured records, less manual effort.
Faster Capture
File correspondence to SharePoint in seconds instead of minutes of manual download, rename and upload.
Consistent Metadata
Extract and map metadata automatically so every record arrives with the columns SharePoint expects.
Less Download & Re-upload
Content moves from Microsoft 365 to SharePoint without landing on a desktop or network share first.
Filing Awareness
See when correspondence has already been processed — reducing duplication and wasted effort.
Connected Context
Link email, documents, Teams discussions and activity logs in a single Work Item — not scattered folders.
Governed Destination
Records land in the SharePoint site, library and folder your organisation has designated — every time.
Turn everyday correspondence into governed Microsoft 365 records.
theBRIDGE helps your team file, convert and track email and documents — without leaving Outlook or switching to a separate records-management application.