Overview

The SmartVault Outlook plug-in uses auto-text messages for the following tasks:

• Sending a message with links
• Uploading files
• Uploading attachments
• Requesting files

You can customize the following auto-text properties:

• Background color
• Font color
• Font

Customizing Plug-in Auto-Text

1. Download and install the SmartVault Outlook Plug-in.
2. Open Outlook and create a new email.
3. On the SmartVault area of the Outlook toolbar, click Send Link and select Setup.

   

4. The Setup Form opens. 

   

5. If necessary, enter a new background color in the Background Color field.
6. If necessary, enter a new font color in the Font Color field.
7. If necessary, enter a new font size or font name in the Font field.
8. Click OK.