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Vaultastic Outlook Add-in User Guide

Overview

The Vaultastic Outlook Add-in allows you to search, preview, download, and restore archived emails  and chat transcripts directly from Microsoft Outlook.

This guide explains how to use the add-in after it has been installed. For installation instructions, see the Vaultastic Outlook Add-in Installation Guide.


Prerequisites

Before using the Vaultastic Outlook Add-in, ensure that you have:

RequirementDetails
OutlookMicrosoft Outlook 2013 or later (Classic Outlook)
Vaultastic Add-inInstalled and visible on the Outlook ribbon
CredentialsVaultastic username and password provided by your IT administrator


Important

The Vaultastic Outlook Add-in supports Classic Microsoft Outlook only. It is not supported with the new Outlook for Windows.


Opening Vaultastic Add-in

  1. Open Classic Microsoft Outlook.

  2. On the Home tab, locate the Vaultastic group.

  3. Click Vaultastic.

The Vaultastic window opens.

  • If you are not signed in, the Login screen is displayed.

  • If you are already signed in, the Email Finder screen opens.

Screenshot Placeholder

Vaultastic button on the Outlook ribbon


Signing In

  1. Enter your vault id.

  2. Enter your password.

  3. (Optional) Select Remember Me to keep you logged in across sessions.

  4. Click Login.

After successful authentication, the Email Finder screen opens and displays the first page of archived emails.


Session Handling

  1. When you install the add-in or upgrade it, your session will be invalidated and you will be asked to enter your vault id and password.

  2. If you have selected the Remember Me option, then you wont be prompted to enter the password for the session.

  3. The session is valid till

    1. 9 hours from the last sign in

    2. Upgrade of the add-in

    3. Logout

  4. In case you have selected the Remember me option in the previous session, on opening the add-in, you will not be prompted to enter your credentials while search/browsing through the archive. However, you will be prompted to enter your Vaultastic password for the download and restore operations.

  5. If you enter invalid password during these operations, you will be logged out and will have to enter your credentials again.


Understanding the Email Finder

The Email Finder window is divided into three main sections.

Search

Located at the top of the window.

Use this area to filter archived emails by:

  • Subject

  • From

  • To

  • CC

  • BCC

  • Message Body

  • Attachment Content

  • Attachment Filename

  • Date Range

Available actions:

  • Search

  • Clear

  • Refresh


Results

Located on the left side.

Displays matching archived emails.

Features include:

  • Up to 50 results per page

  • Previous and Next page navigation

  • Result count

Example:

Showing 1–50 of 1,406


Preview

Located on the right side.

Displays the selected email, including:

  • Subject

  • Sender

  • Date

  • Message body

  • Attachment names

Available actions:

  • Download

  • Restore


Tips

  • Collapse or expand the Search panel to maximize screen space.

  • Drag the panel dividers to resize the Search, Results, and Preview areas.

  • Click Logout when you have finished using Vaultastic.


Searching Archived Emails

All search fields are optional. Combining filters helps narrow your search results.

Available Search Filters

FilterDescription
SubjectWords in the subject line
FromSender email address
ToRecipient email address
CCCarbon copy recipient
BCCBlind carbon copy recipient
BodyText within the email body
Attachment TextText contained inside attachments
FilenameAttachment filename
Date FromStart date
Date ToEnd date

Running a Search

  1. Enter one or more search criteria.

  2. Click Search.

While the search is running:

  • The Search button displays Searching...

  • The Results panel displays Loading results...

Matching emails are then displayed in the Results list.


Searching by Date

You can search using a single date or a date range.

ScenarioAction
Search all datesLeave both fields blank
Search a specific dayEnter Date From only
Search a date rangeEnter both Date From and Date To
Enter only Date ToNot supported

Use the format:

yyyy-MM-dd

Example:

2026-03-15

Clearing or Refreshing Results

ActionDescription
ClearRemoves all filters and resets the search results to show all 
RefreshReloads the current search results from the Vaultastic servers

Navigating Search Results

Results are displayed 50 emails per page.

Use:

  • Next → View the next page

  • Previous ← Return to the previous page


Search Examples

Find emails from a colleague during March 2026

FilterValue
Fromcolleague@company.com
Date From2026-03-01
Date To2026-03-31

Find emails containing invoices

FilterValue
Subjectinvoice
Filename.pdf

Find text inside attachments

FilterValue
Attachment Textcontract renewal

Previewing an Email

  1. Select an email in the Results list.

The Preview pane displays:

  • Subject

  • Sender

  • Date

  • Message body

  • Attachment names

To preview another email, simply select it from the Results list.

Note

Individual attachments cannot be downloaded separately from this view.


Downloading an Archived Email

Download saves the selected email as an .eml file.

  1. Select an email.

  2. Click Download.

  3. If prompted, re-enter your Vaultastic password.

  4. Choose a save location.

  5. Click Save.

A progress indicator is displayed while the download is in progress.

When complete, Vaultastic confirms that the email has been saved successfully.


Restoring an Email to Outlook

Restore imports the archived email back into Outlook.

  1. Select an email.

  2. Click Restore.

  3. If prompted, enter your Vaultastic password.

  4. Select the Outlook folder where the email should be restored.

For example:

  • Inbox

  • Sent Items

  • Any mail folder

Note

Calendar and Contacts folders cannot be used as restore destinations.

  1. Wait until the restore operation completes. Vaultastic displays a confirmation message showing the destination folder.

Additional Notes

  • Restored emails are placed in the selected folder.

  • The restored email is not automatically opened.

  • Some calendar invitations may be restored as email messages with the invitation attached.


Signing Out

To sign out:

  1. Click Logout.

  2. Confirm when prompted.

You will need to sign in again before accessing archived content.


Frequently Asked Questions

I cannot see the Vaultastic button.

Ensure that you are using Classic Microsoft Outlook.

If the button is still missing, enable the Vaultastic COM Add-in using the Installation Guide.


My search returns no results.

  • Verify your search filters.

  • Expand the date range.

  • Confirm that you are signed in using the correct Vaultastic account.


Searches are slow.

Try narrowing your search by:

  • Date

  • Sender

  • Subject


The Preview pane is blank.

  • Wait a few moments.

  • Select another email.

  • Refresh the results.

  • If the issue persists, contact your IT administrator.


Why am I asked for my password again?

On session timeout, Vaultastic will  request your password before sensitive operations such as Download or Restore to verify your identity for the current session.


Can I download only an attachment?

No.

Vaultastic downloads the complete email as an .eml file.


Does clicking Clear delete archived emails?

No.

Clear only resets your search criteria and results. Your archived data remains unchanged.


Troubleshooting

ProblemSuggested Action
Vaultastic button missingEnable the COM Add-in
Login failsVerify your credentials
No search resultsClear filters or widen the date range
Date validation warningEnter Date From before Date To
Download or Restore cancelledRetry the operation
Invalid restore folderSelect a mail folder such as Inbox
Issue persistsSend the Vaultastic log file to your IT administrator

Getting Help

When contacting your IT administrator or Vaultastic Support, include:

  • A description of the task you were performing

  • The exact error message

  • A screenshot (if available)

  • Outlook version

  • The Vaultastic log file:

%LOCALAPPDATA%\Vaultastic\vaultastic_outlook_addin.log

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