Colligo Office Connect for Microsoft 365
About Colligo Office Connect for Microsoft 365
Colligo Office Connect for Microsoft 365 is a document management software from Colligo that facilitates efficient document sharing and collaboration. It provides integration with Microsoft 365, support for secure file access, and the ability to manage document metadata so users can easily organize and retrieve their content. This solution is designed to work within the familiar Microsoft Office interface, allowing teams to collaborate effortlessly on documents without the need to switch between applications. Key capabilities: document sharing metadata management secure file access Microsoft 365 integration user-friendly interface Best for: organizations that need to manage documents across Microsoft 365 environments.
Colligo Office Connect for Microsoft 365 by Colligo is a document management extension for SharePoint and Microsoft 365 that focuses on enabling reliable offline access, metadata-first capture, and simplified content workflows for mobile and frontline workers. Its primary purpose is to make cloud content usable in low-connectivity environments while ensuring documents are consistently classified and compliant with corporate taxonomies and retention policies. The user interface is clean and role-oriented, with desktop and mobile clients that mirror SharePoint structures but prioritize quick capture and metadata entry. The client surfaces configurable metadata prompts at upload, shows clear sync status indicators, and provides straightforward browse/search tools. Non-technical staff find the streamlined upload and tag flows intuitive, and administrators can customize prompts and views so users only see the fields relevant to their role. Functionality emphasizes secure offline sync, enforced metadata and content types, and automated capture workflows. Colligo supports scan-to-SharePoint, bulk upload, selective folder synchronization, background syncing, and delta updates to reduce bandwidth.
Pros & Cons
- +Integrates document saving and classification directly into Office 365 applications for efficiency.
- +Ensures document governance by enforcing consistent filing rules directly into SharePoint.
- +Extends document management capabilities, including saving and classification, to mobile devices.
- +Streamlines content organization by enabling direct filing from Word, Excel, and PPT.
- +Supports vital organizational functions like records management and content governance compliance.
- −The solution's features are primarily limited to only the Microsoft 365 and SharePoint ecosystem.
- −Its specialized, enterprise-level nature suggests a potentially higher cost than simple filing tools.
- −Specific advanced functions, like automatic email filing, may require acquiring a separate product.
- −Requires user training and adoption to ensure consistent and proper use of the classification process.
- −The system's functionality is dependent on the availability and performance of the Microsoft 365 platform.
Features
Key features
- Direct Document Saving
- Allows users to save Word, Excel, and PowerPoint documents right from Office 365 applications:
- Document Classification
- Enables users to properly tag and classify their documents during the saving process:
- SharePoint Integration
- Facilitates seamless and organized filing of documents directly into SharePoint libraries:
- Mobile Support
- The core saving and classifying functionality is accessible and works on mobile devices:
- Office Application Integration
- Works directly within core Microsoft Office applications like Word, Excel, and PPT:
- Records Management
- Supports organizational compliance by enforcing proper records-related content filing:
Additional features
- Document Saving
- Users can save documents like Excel, Word, and PPT right from Office 365 to a central location:
- Document Classification
- The software allows for the proper tagging and classification of documents upon saving:
- SharePoint Filing
- Documents can be filed and organized directly into SharePoint from the Office 365 environment:
- Mobile Access
- Document saving and classification features are available for use on mobile devices:
- Email Management
- The company offers tools (Email Manager) to help govern and organize user emails in M365:
- Automatic Email Filing
- A feature (Email Auto-File) is available to automatically file emails based on predefined rules:
- Document Management
- It provides comprehensive tools for managing the creation, storage, and retrieval of documents:
- Content Management
- It is designed to help organizations govern, organize, and manage their business content efficiently:
- Records Management
- The software aids in managing content to meet required regulatory and organizational compliance standards:
Pricing
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About Colligo Office Connect for Microsoft 365
Colligo Office Connect for Microsoft 365 is a document management software from Colligo that facilitates efficient document sharing and collaboration. It provides integration with Microsoft 365, support for secure file access, and the ability to manage document metadata so users can easily organize and retrieve their content. This solution is designed to work within the familiar Microsoft Office interface, allowing teams to collaborate effortlessly on documents without the need to switch between applications. Key capabilities: document sharing metadata management secure file access Microsoft 365 integration user-friendly interface Best for: organizations that need to manage documents across Microsoft 365 environments.
Colligo Office Connect for Microsoft 365 Details
Colligo Office Connect for Microsoft 365's In-App Market Place
Does Colligo Office Connect for Microsoft 365 have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥)
Pros & Cons
- Integrates document saving and classification directly into Office 365 applications for efficiency.
- Ensures document governance by enforcing consistent filing rules directly into SharePoint.
- Extends document management capabilities, including saving and classification, to mobile devices.
- Streamlines content organization by enabling direct filing from Word, Excel, and PPT.
- Supports vital organizational functions like records management and content governance compliance.
- The solution's features are primarily limited to only the Microsoft 365 and SharePoint ecosystem.
- Its specialized, enterprise-level nature suggests a potentially higher cost than simple filing tools.
- Specific advanced functions, like automatic email filing, may require acquiring a separate product.
- Requires user training and adoption to ensure consistent and proper use of the classification process.
- The system's functionality is dependent on the availability and performance of the Microsoft 365 platform.
Colligo Office Connect for Microsoft 365's Support Options
Email Address
info@colligo.comDocumentation
https://www.colligo.com/learn/ebooks-whitepapers/Chatbot
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