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Customize Auto-Text for the Outlook Plug-in


You can customize how the SmartVault Plug-in for Microsoft Outlook formats the auto-text it inserts into messages when you perform the following tasks:

  • Send Message with Links

  • Upload Files

  • Upload Attachments

  • Request Files

You can customize the following items used in the auto-text:

  • Background color

  • Font color

  • Font



  1. Download and install the SmartVault Plug-in for Microsoft Outlook. 

  2. Open Microsoft Outlook.

  3. Create a new email.

  4. On the SmartVault area of the Microsoft Outlook Toolbar ribbon, click Send Link > Setup.

  5. If you want to change the background color from the default of yellow to a different color, type a new background color in the Background Color field

  6. If you want to change the font color from the default color of black to a different color, type a new font color in the Font Color field.

  7. If you want to change the font from the default font of 10 pt Arial to a different font size or font name, type a new font size or font name in the Font field.

  8. If you have previously customized the auto-text formatting but want to return to the default settings, delete one or more of the values you want to reset to the default values in the Background ColorFont Color, and Font fields.

  9. Click OK.

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