Sync Emails from Microsoft Outlook Automatically

• 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.