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Version: 4.1 (2026-H2)

Outlook feature configuration

The OutlookFeatureConfig setting (configurable in the DataSourceAdminApp / dashboard) centrally controls various behaviours of the Outlook add-in (classic). The value is an XML document with the root element <OutlookFeatureConfig>.

Basic structure

<OutlookFeatureConfig>
<AutoChangeProfile>
<OnSentOnBehalfOfNameExistsOrChanged ProfileFieldIdMatch="User.Email" />
</AutoChangeProfile>
<DisableAutoSignatureFunction>false</DisableAutoSignatureFunction>
<DisableSignatureTypingProtection>false</DisableSignatureTypingProtection>
</OutlookFeatureConfig>

Automatic profile switch (AutoChangeProfile)

Automatically switches the primedocs profile (including the signature) while composing an email — useful with shared mailboxes or when sending "on behalf of".

<AutoChangeProfile>
<OnSentOnBehalfOfNameExistsOrChanged ProfileFieldIdMatch="User.Email"
IncludeSendUsingAccountSmtpAddress="true" />
</AutoChangeProfile>

Behaviour: If a "sent on behalf of" name (SentOnBehalfOfName) is set or changes while composing, primedocs looks for a profile whose ProfileFieldIdMatch field matches that value and switches to it automatically. If no SentOnBehalfOfName is set and IncludeSendUsingAccountSmtpAddress="true", the SMTP address of the selected sending account (SendUsingAccount) is used for the match instead.

AttributeRequiredDescription
ProfileFieldIdMatchyesProfile field whose value is compared against the "on behalf of" name or the sender SMTP address (e.g. User.Email).
IncludeSendUsingAccountSmtpAddressoptionalWhen true: if no SentOnBehalfOfName is set, the SMTP address of the selected sending account is used for the match.

Further options

ElementTypeDescription
DisableAutoSignatureFunctionbooleanWhen true: the automatic signature function is disabled initially.
DisableSignatureTypingProtectionbooleanWhen true: the typing protection in the signature area is disabled (relevant e.g. for inserting text via Microsoft Copilot).
SubjectTaggingelementConfiguration for tagging the subject.
ClassicSensitivityInRibbonelementControls the display of sensitivity levels in the ribbon.