4 Things you didn’t know about the ShareFile Plugin for Microsoft Outlook

Four things you didn’t know about the ShareFile Plugin for Microsoft Outlook

Written by on June 26, 2014 in Product - No comments

Since we first released the ShareFile Plugin for Microsoft Outlook, it consistently has been one of our most popular power tools. Like most ShareFile customers, you probably use the plugin to insert links to files already in your ShareFile account, to request files from recipients or to upload and send new files directly from an email. But that’s not all the plugin can do.

Here are four lesser-known ways you can use the plugin:

1. Bypass your inbox and send files right from your desktop.

With the Send to function, you can securely mail files directly from your desktop or Windows Explorer. When you right-click on a file on your desktop, you can select Send to in the drop-down menu and then click Mail Recipient with ShareFile. When the new message opens, complete and send it as you normally would, and the plugin will do all of the heavy lifting, automatically uploading and converting the files to ShareFile links.

2. Search for attachments without actually having any attachments.

You can use the Attach a link to files function to make a paperclip attachment icon appear on outgoing emails that contain files sent with ShareFile. This allows files sent via ShareFile to appear when you search for emails that have attachments. To enable this feature, click Plug-in Options in your Microsoft Outlook toolbar, and then under Attachment Policy, select Attach link to files.

3. Customize the download box banner message for your recipients.

With the plugin, you can send files in a text link in the body of an email or with a banner, which appears as a box at the top of the email with the file names and a link to the files. The default banner simply says, “This message contains attachments delivered via ShareFile.” But if you prefer a more customized message, you can contact the ShareFile customer care team to change the text in the banner, embed additional links or even add an image, such as your logo, for a completely unique experience for your recipients.

4. Change your settings for individual emails.

When you install and set up the plugin, the settings you choose will apply to all of your emails. But if you want to send an individual email with different settings than your defaults, it’s not a problem. Just click the drop-down menu next to the desired option and select Change Option. From this menu, you can modify the default settings for login requirements, notifications, expiration dates, the upload destination and the number of downloads allowed per user.

Want to know more about all of ShareFile’s unique features? Sign up for a customized training session with the ShareFile customer care team to learn more about getting the most out of your ShareFile account.

About the Author

Sarah Gardiner is a senior member of the ShareFile corporate sales team. She joined ShareFile in February of 2011, prior to its acquisition by Citrix, and is currently a part of the inbound sales team as well as the event coordinator for ShareFile’s community service organization, SHARE. She has a degree in marketing and communications from East Carolina University.