Get to Know the Outlook Plug-in
Do you use Microsoft Outlook? The Outlook Plug-in is a great tool for our customers who use Outlook to easily send and receive files directly using their Outlook email instead of using the web application. The Outlook Plug-in is available with our Professional plans and above and can also be added to our Basic plan for an additional charge as part of our Power Tools package.
Here are some of the cool things that you can do with the ShareFile Outlook Plug-in:
Send a File – You can use this option to send files that are on your computer through ShareFile. With this option, you can select one file or multiple files to add a link to your email message that will send the files through ShareFile. Files sent through “Send a File” will be uploaded to your “File Box” in the account.
Send From ShareFile – The Send from ShareFile option is for attaching files that already exist in your ShareFile account. A tree view representation of your ShareFile account will pop up for you to browse. Multiple files and folders can be checked off to be attached. This is a great option to use if a file already exists in your account.
Request a File – You can select this option to insert a link that recipients will be able to click on and upload files to you. Uploaded files can go to your File Box or to another folder location of your choosing.
Using ‘Send To’ with your Outlook Plug-in – You can also select to send files using your Outlook Plug-in by simply right-clicking on them in your Windows Explorer screen or desktop. If you choose this ‘Send To’ option for a file, you will be able to select the ‘Mail Recipient with ShareFile’ to open a new message with a link to the file.
Convert Existing Attachments – If you have files attached to your email through the regular Outlook attachment option, ShareFile also has a button that will allow you to “Convert to ShareFile,” which will change the attachment to a ShareFile link. This option is only available if there is an existing outlook attachment on the email.
As always, if you have any questions about any of the above features, please contact our Support team at support@ShareFile.com
If you do not currently have the Outlook Plug-in installed, check out our Knowledge Base article on how to install.
If you’d simply like to learn more about the plug-in and how it fits into your daily workflow, click here to view a video tutorial.