Sync Emails from Microsoft Outlook Automatically
Upload attachments or entire emails, request files from clients, and convert email attachments to secure links — all from Microsoft Outlook.Increase Convenience and Security
Firms rely heavily on email, but this convenient method also carries risks – from potential data breaches caused by unsecured attachments to lost productivity from mismanaged email trails. SmartVault’s Microsoft Outlook integration provides a better way to sync emails while increasing security and convenience.
Increase Security
Email password-protected links to sensitive files and folders instead of attaching them directly, which are known to be vulnerable to cyber-attacks.
Sync, Archive, and Store Emails
Automatically save email correspondence in the client's SmartVault folders for easy access and archiving. Support your email retention policy for regulatory compliance, legal, and business continuity purposes.
Frequently Asked Questions
What are the benefits of syncing client emails into my document management system?
Syncing client emails into your document management system offers numerous benefits that enhance both security and productivity:
- Enhanced Security: By uploading email attachments and converting them into password-protected links, you significantly reduce the risk of data breaches associated with unsecured email attachments.
- Streamlined Organization: Automatically save and organize email correspondence directly into the client’s SmartVault folders. This keeps all relevant communication and documentation in one centralized, easily accessible location, eliminating the need to search through multiple inboxes or folders.
- Compliance and Legal Support: Syncing emails supports your email retention policy, helping you adhere to regulatory compliance requirements such as those set by the SEC, FINRA, IRS, and other governing bodies. This ensures that all necessary correspondence is archived and available for audits or legal purposes.
- Increased Productivity: Reduce the time and effort spent on manually managing emails and attachments. Automatically archiving and storing emails streamlines workflows, allowing your team to focus on more critical tasks.
- Improved Collaboration: With emails and their attachments readily accessible within SmartVault, team members can quickly retrieve and collaborate on documents, enhancing overall efficiency and communication.
- Business Continuity: Ensuring that all client communication is backed up and stored in SmartVault supports business continuity. In the event of an email server failure or data loss, your correspondence remains intact and accessible.
- Request Files from Clients: Easily request files from clients directly through email, and have these files automatically uploaded into the appropriate SmartVault folders. This simplifies the process of gathering necessary documents and ensures they are securely stored.
Integrating Microsoft Outlook with SmartVault provides a seamless and secure method to manage your email correspondence, enhancing your firm’s overall efficiency, security, and compliance posture.
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