Product / Knowledge Base / 5. Save on Send

5. Save on Send

User & Administration Guide — Version 1.1.7.0

Guide summary

When Save on Send is on, Mailroom files the message to the selected folder as you click Send. If no folder is set, Outlook shows a Smart Alert.

On this page

5.1 Turn it on

  • On the File pane, enable Save when I send for this message.
  • Or turn Save on Send on in Preferences → Alerts. Organization policy can enforce it for everyone.
Save on Send in the Mailroom compose experience
Save on Send files the outgoing message to the selected SharePoint or OneDrive folder.

5.2 Smart Alert

Save on Send uses the Outlook Smart Alert (LaunchEvent). If no folder is selected, Outlook prompts you to open Mailroom and pick a folder, or turn the setting off.

5.3 What gets filed

The sent message is written with the same format, naming, metadata, and after-file rules as a manual File. Required columns still block the save until they are filled.