Saving an Email Message Using the Outlook Plug-in

Overview

By default, Upload Emails display on the Outlook home screen, while Upload Attachments display on the reading mail screen. You can change these default settings when installing the Outlook plug-in.

Saving an Email Message

  1. Open Microsoft Outlook. The SmartVault plug-in displays on the Home tab of the Outlook ribbon.
  2. Select one or more emails to upload to your SmartVault account.
  3. Click Upload Emails.

    Outlook_plugin_Upload_Email.png

      Note

    If you don't see Upload Emails, expand the Outlook plug-in menu and select Upload Email.

  4. Select the destination folder for the message(s).

      Note

    If necessary, enable the setting to edit the upload options.

  5. Click Upload Files. You will receive an alert when your files finish uploading.

      Note

    If you choose to edit the upload options, you can change the file name, the description, or the file overwrite rules before uploading begins.

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