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Saving an Email Message Using the Outlook Plug-in

You can save one or more email messages and any attachments as an .msg file using the SmartVault Outlook plug-in.

Note: By default, Upload Emails displays on the Outlook home screen, while Upload Attachments displays on the reading mail screen. You can change these default settings when installing the Outlook plug-in.

To save an email message using the Outlook plug-in:

1. Open Microsoft Outlook. The SmartVault Outlook plug-in displays on the Home menu.
2. Select one or more emails to upload to your SmartVault account.
3. Click Upload Emails.
Note: Upload Emails is the default action on the Home menu. If you don't see Upload Emails, expand the Outlook plug-in menu and select Upload Emails.
4. Select the destination folder for the message(s).
Note: If necessary, enable the setting to edit the upload options. You then edit the upload options after clicking Upload Files
5. Click Upload Files. You will receive an alert when your files finish uploading. 
Note: If you chose to edit the upload options, you can change the file name, the description, or the file overwrite rules before uploading begins.

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