Using the SmartVault Outlook Plug-in

Overview

The SmartVault Outlook plug-in gives you the ease and convenience of Outlook, integrated with SmartVault’s secure, compliant solution for online document storage and secure file sharing. With the plug-in, you can send, receive, and manage documents securely inside Outlook without changing the way you work.

Let Outlook also be at the center of your workflow to secure file sharing and manage your files. Outlook becomes a path to ensure you stay in compliance with stricter federal and state laws dealing with data security.

For more information about using the SmartVault Outlook plug-in, see the following:

Benefits of Using the SmartVault Outlook Plug-In

Upload Email Attachments to SmartVault

Got an essential document in your Outlook inbox? With the click of a button, you can upload email attachments to any folder in your SmartVault account. You can even create new SmartVault folders, all from within Outlook. 

Upload Email Messages to SmartVault

Not only can you upload attachments, but now you can upload the actual message to any folder in your SmartVault account. 

Send Secure Links to Files and Folders in SmartVault

Want to email an important document to a client or colleague? You can browse through your SmartVault folders, select a file to send, and embed a secure link to the file in an email. It’s just as easy as attaching files to an email and infinitely more reliable. 

Request Files from a Client or Colleague

Are you waiting on an important document from a customer or co-worker? Give them a secure path to upload the document to SmartVault, and be automatically notified when the file is ready to view. 

Convert Email Attachments to Secure Links

Want to securely forward an email attachment to another recipient? You can instantly upload and convert attachments to secure links in SmartVault. 

Invite and Manage Users

Need to add a new user or grant access to a folder? You can manage necessary user permissions and invitations without ever leaving Outlook.

 

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