An Outlook add-in for property managers, leasing teams, and HOA administrators. File tenant correspondence, vendor invoices, inspection reports, and lease documents directly to SharePoint property folders — automatically.
Starting at $10/mo for 3 users. See pricing
Properties accumulate email like nothing else. Every unit produces tenant complaints, vendor invoices, inspection photos, lease addenda, insurance certificates, board approvals, and contractor quotes. The official rule is "every email gets filed to the property folder." The reality is that nobody has time, so:
This add-in routes email and attachments to the right property folder in SharePoint without changing how anyone works in Outlook. It learns which folder maps to which tenant or vendor. Save on Send catches the outgoing replies. Mobile staff can file from the field.
Browse any SharePoint structure — Property › Unit › Tenant or Property › Vendors. Star active properties for one-click filing during turnover.
Map metadata columns once — Vendor, Property, Invoice Date — and every saved invoice has those filled in. Accounting filters and totals without opening files.
Replying to a tenant complaint or sending a notice? Pick the property folder while composing. Save on Send files the outgoing email automatically.
Works in Outlook on the web and the Outlook mobile app. Inspectors and leasing agents can file reports to the property folder while still on site.
leasing@, maintenance@, info@ — the add-in works in any mailbox the user has access to. Each user occupies one seat regardless of mailboxes.
Email and attachments save together with consistent file names. No more "scan_001.jpg" — every photo is named by date, property, and inspection type.
Tenant emails maintenance@. Add-in suggests the property's tenant folder. One click — request and any photos file to SharePoint. Maintenance team replies and Save on Send files the outgoing message in the same folder. Full thread is in the property file.
Plumber emails an invoice PDF. Add-in suggests the property's vendor folder. Saves with name "{YYYY-MM-DD} - {Vendor} - {Subject}.pdf" and metadata columns set so accounting can pull a property's invoices in seconds.
Property manager finishes a unit inspection on their phone, emails the report to themselves with photos attached, opens the add-in in Outlook mobile, and files everything to the unit's folder before leaving the parking lot.
New lease arrives signed via email. One click files the email and the signed PDF to the unit folder. Save on Send catches the welcome email going back to the tenant.
When a property changes hands, the entire correspondence record exists in the property's SharePoint folder — searchable, exportable, and complete. No reconstructing from scattered inboxes.
Yes. Set SharePoint folders up by property — Property / Unit / Tenant is a common structure. After saving once, the add-in suggests the same folder for future mail with that contact.
AppFolio and Buildium handle leasing, accounting, and maintenance tickets — they're not built for filing everyday email. This add-in fills the email-filing gap by routing mail to your SharePoint property folder, alongside whatever PMS you already use.
Yes. The add-in works in Outlook on the web and the Outlook mobile app — agents and inspectors file from the field.
The add-in works inside any mailbox the user has access to in Outlook. Each user occupies one seat regardless of mailboxes.
Yes. Map SharePoint columns to email metadata once. Every saved invoice has Vendor, Property, and Invoice Date populated for filtering and reports.
Yes. The add-in handles multiple SharePoint sites, so a management company with several ownership entities can file each property's mail to the entity's own SharePoint without switching accounts.
Starting at $10/mo for 3 users. See pricing · Setup guide