SuiteFiles Outlook add-in settings

The SuiteFiles Outlook add-in will allow you to enable or disable the Save on Send prompt, and enable or disable the email template pre-population prompt.

    In this Article
  • Accessing the SuiteFiles Outlook add-in settings
  • How to change the Save on Send prompt setting
  • Set the default location to save email to when sending
  • How to change the email pre-population prompt

Accessing the SuiteFiles Outlook add-in settings

The SuiteFiles Outlook settings can be accessed by clicking the Settings icon at the top right of the add-in panel and then selecting Advanced Settings:

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How to change the Save on Send prompt setting

By default, the SuiteFiles Outlook add-in will display the Save on Send prompt, allowing you to file your sent emails into the SuiteFiles system. To disable or re-enable this prompt:

  1. Click the Settings icon and then Advanced Settings
  2. Check or un-check the Prompt me to save on send setting
  3. Click the Save button 
    outlook settings 2

    How to change the email template pre-population prompt 

    You can choose to disable the prompt for email template pre-population that displays when selecting an email template if you aren't using client pre-population and would like to save time.

    1. Click the Settings icon and then Advanced Settings
    2. Check or un-check the Prompt me to prepopulate email templates setting
    3. Click the Save button 
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