Share and manage your files securely with the Microsoft plug-ins for SmartVault. Enhance your workflow and stay compliant with state and federal data security laws.

Here's what each plug-in offers:

Outlook Plug-in Features

• Sync Outlook emails with your SmartVault client folders
• Save Outlook emails in your SmartVault
• Send SmartVault links in your Outlook messages

Word Plug-in Features

• Send link to files
• Upload documents directly to SmartVault (Link to a new article)
• Open files straight from SmartVault (Link to a new article)

System Requirements

• Supported Operating Systems:
  • Windows 10 (32-bit and 64-bit)
  • Windows 11 (32-bit and 64-bit)
• Outlook:
  • Desktop-based only
  • Classic View (not compatible with the New Outlook View released recently)
  • Office 2019 and newer
• Word:
  • Desktop-based only
  • Office 2019 and newer

Preparing for Installation

• Update Applications: Install the latest Microsoft Outlook and Word versions on your device.
• Remove Older Plug-ins: Uninstall any older versions of the SmartVault plug-ins for either Outlook or Word.
• Restart Your Device: After uninstallation, restart your computer for complete removal.
• Select Installation Location: While SmartVault typically installs the Microsoft plug-ins in a default location, if you prefer a custom location, create the desired folder path before initiating the installation.

Installing the Plug-ins

Once you've prepared your device as outlined in the previous section:

1. Download the SmartVault Plug-in installation file. This file will install both the Outlook and Word plug-ins.
2. Close any open instances of Outlook and Word.
3. Run the setup.exe file and click Next.

   

4. Check the "I accept the terms in the License Agreement" option and click Next.
   
5. Choose Typical for the setup type.
   
6. Click Install.
   
7. If a security warning appears, click Yes.
8. Click Finish to close the setup window.

   

9. Open either Outlook or Word.
10. Enter your SmartVault User ID (email address) and click OK.

    

11. Click Get Pin. This action will redirect you to the SmartVault Portal.
    
12. Sign in to SmartVault.

      Note

    If you have 2-factor authentication turned on, you must provide the Verification Code. This code is different from the PIN for the plug-in.

13. Request for Access appears with a User PIN.

    

14. Copy the PIN and go to SmartVault User ID Setup. Paste the PIN into Enter User PIN here and click OK.
    
15. You will receive a success notification. Click OK.

    

16. You will now see SmartVault in the ribbon of Outlook and Word.
    • Outlook Ribbon:
      
    • Word Ribbon: