Customizing Auto-Text for the Outlook Plug-in


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.
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