Saving an Email Message Using the Outlook Plug-in

GENERAL USER

The SmartVault Outlook plug-in lets you save emails (and attachments) directly to your SmartVault client folders. By default:

• Upload Emails appears on the Home tab.
• Upload Attachments appears when you’re reading a message.

You can change these defaults under Setup > Upload Emails in the plug-in settings.

Before You Start

• Make sure the SmartVault plug-in is installed and you’re signed in.
• Confirm you have permission to upload into the target vault folder.

Saving an Email Message

1. Open Microsoft Outlook.
2. The SmartVault plug-in displays on the ribbon's Home tab.
3. Select one email to upload to your SmartVault account.
4. Click Upload Emails.
   

   

   • If you don’t see Upload Emails, click the plug-in dropdown and choose Upload Email.
5. Choose a destination folder for the message(s).
   • In the dialog, select where to store your email in SmartVault.
6. (Optional) Edit Upload Options.
   
   • To rename the file, add a description, or set overwrite rules, click Edit Upload Options before proceeding.
7. Click Upload Files.
8. You’ll receive a confirmation alert when your email has finished uploading.

  Tip

To save just attachments, open the email first and use the Upload Attachments option on the reading pane toolbar.