Can't save files directly from Outlook to SmartVault
Smartvault error with Microsoft Outlook
Use this article if: you can save files to SmartVault from outside Outlook (for example from File Explorer or other apps), but when you try to save directly from within Outlook you get the error: "Something went wrong. Try again in a little while."
The error you'll see in Outlook.
How long this takes: about 10 minutes.
What to do
1. Close Outlook
Close the Outlook application completely. Make sure it's not still running in the system tray (next to the clock at the bottom right of your screen).
2. Install the SmartVault Outlook plug-in
Download and install the plug-in from SmartVault:
https://help.smartvault.com/hc/article_attachments/13924283983255
Note: if the download link above stops working in future, search for "SmartVault Outlook plug-in" on the SmartVault help site for the current link.
3. Open the Outlook local data folder
Press Win + R to open the Run dialog. Type the path below and press Enter:
%localappdata%\Microsoft\Outlook
If Win + R is disabled on your computer, open the Start menu, search for cmd, open Command Prompt, and run:
explorer %localappdata%\Microsoft\Outlook
4. Delete the RoamCache folder
Inside the Outlook folder, find the folder named RoamCache and delete it.
Don't worry, Outlook will rebuild this folder automatically the next time it starts. This is what clears the corrupted cache that's blocking the plug-in.
5. Restart Outlook
Open Outlook again. The plug-in will prompt you for setup.
6. Enter your SmartVault User ID
When prompted, type your SmartVault User ID (your email address) and click OK.
SmartVault User ID Setup window.
7. Click Get PIN
You'll now see a Get PIN From SmartVault Portal section. Click Get PIN. This will redirect you to the SmartVault Portal in your browser.
Click Get PIN to be redirected to the SmartVault Portal.
8. Sign in to SmartVault
Sign in to SmartVault with your usual credentials.
Note: if you have 2-factor authentication turned on, enter your verification code when prompted. This verification code is different from the PIN you'll use for the plug-in in the next step.
9. Copy the User PIN
A Request for Access window will appear with a User PIN. Copy this PIN.
Copy the User PIN shown here.
10. Paste the PIN into the plug-in
Go back to the SmartVault User ID Setup window. Paste the PIN into Enter User PIN here and click OK.
Paste the PIN and click OK.
11. Confirm success
You'll see a success notification. Click OK.
Confirmation that the plug-in is ready to use.
12. Check the Outlook ribbon
You should now see the SmartVault section in the Outlook ribbon, with Sync Now and Upload Emails options.
SmartVault options visible in the Outlook ribbon.
13. Test it
Try saving a file directly from Outlook to SmartVault. It should now work.
If that didn't work
Log a support ticket with Verito, or call us directly for assistance on 1-844-629-9899.