Skip to main content
Nintex Community Menu Bar
Solved

Attach Email into Office 365

  • Jul 15, 2025 9:21 PM UTC
  • 2 replies
  • 70 views
  • Translate All

Forum|alt.badge.img

Is there a way to make an email a pdf and attach it into Office 365? I was asked to save email into Sharepoint but I have not seen the option. As anyone done this before?

Best answer by Brent_Doc

Hi ​@Nayla  - 

Yes, this scenario can be done. First, you will want to create the Integration for O365 on the Nintex Admin Tab: https://help.nintex.com/en-US/docgensf/Admin/Integrations/ThirdPartyIntegrations.htm#microcontent2

 

Then using the Classic interface for the DocGen Package Email Deliver Option, on the bottom, there will be an ‘Attach Options’ Section

  1. Check Allow and Require document storage
  2. in the ‘Store As’ drop down, Select ‘Office 365’

This will then attach the generated PDF to the storage location while sending the email. 

Hope that sends ya down the right path. If you run into any issues feel free to submit a support case  at Support@nintex.com

 

Thanks!

 

View original

2 replies

Brent_Doc
Nintex Employee
Forum|alt.badge.img+12
  • Nintex Employee
  • Answer
  • Jul 16, 2025 3:52 PM UTC

Hi ​@Nayla  - 

Yes, this scenario can be done. First, you will want to create the Integration for O365 on the Nintex Admin Tab: https://help.nintex.com/en-US/docgensf/Admin/Integrations/ThirdPartyIntegrations.htm#microcontent2

 

Then using the Classic interface for the DocGen Package Email Deliver Option, on the bottom, there will be an ‘Attach Options’ Section

  1. Check Allow and Require document storage
  2. in the ‘Store As’ drop down, Select ‘Office 365’

This will then attach the generated PDF to the storage location while sending the email. 

Hope that sends ya down the right path. If you run into any issues feel free to submit a support case  at Support@nintex.com

 

Thanks!

 

Translate

MillaZ
Nintex Employee
Forum|alt.badge.img+23
  • Nintex Employee
  • Jul 21, 2025 10:46 AM UTC

Hi ​@Nayla 
Has this answered your question? 

Translate