Changing the Email Address for SmartVault Outlook Plug-in

Overview

Applies to:

SmartVault Tax and Accounting plans

SmartVault Business plans

To change the email address you have used in the SmartVault Outlook plugin credentials window, you need to follow the steps below.

Changing Your Email Address

To change your credentials for the SmartVault Outlook Plug-in, follow these steps:

1. Open a new email in Outlook.

2. Click the down arrow under the SmartVault Send Link button.

3. Select Setup.

4. Click the button next to the email address (...) and enter your new email address and click OK.

5. If you've never used this email address, you will see the Get PIN button. (this authorizes SmartVault through your login).

6. A browser window will open up and you may be prompted to sign into SmartVault.

7. You may have to click the Allow button to continue.

8. Copy the PIN and paste it into the Get PIN box from step 6.

9. Follow the prompts.

10. Click Ok.

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