ShareFile

Insert files

August 8, 2023

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Use the instructions on this page to insert files in your Gmail messages using ShareFile. For information on how to insert files directly from ShareFile, see Insert files from your ShareFile account. For information on how to upload files from your local PC, see Insert files from your local PC.

Insert files from your ShareFile account

Use the following instructions to share files using ShareFile in Google Workspace.

Navigate to your Gmail account.
Select Compose to open up a new message window.
Select the ShareFile icon at the bottom of the new message window.
Select Share or request files using ShareFile.
Select Insert files.
Navigate to select the file you want to share, then select Add items to choose files to share from your ShareFile folders.
Select Edit options to set the share details.

The options screen displays.

You can review and set the following options:
- Access options:
  - Allow recipients to - select from the available options including Download and Edit (sign in required).
  - Access expires - select from various expiration settings for recipients.
  - Who can access this link - select from the following:
    - Anyone (anonymous) - Recipients can only view the file in the Preview window.
    - Anyone (name and email required) - Recipients can download the file.
    - Employee users (sign in required) - The recipient will be presented with a sign in screen. The recipient must be an existing employee user in the account to sign in. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.
    - Client and employee users(sign in required) - The recipient is presented with a sign-in screen. The recipient must be an existing user (either an employee or client user) in the account to sign in and view the content. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.
  - Always link to the latest version of this file - is selected by default. The current version of files will be immediately available within the link.
  - Add a watermark - allows you to track documents by user. This includes printing. If the user has download permissions, the watermark does not appear while viewing.
- Notifications:
  - Check box for Notify me when files are accessed.
Once the options are set, select Insert at the bottom of the window.

The Gmail message then displays an Upload File link in the message.
Verify your recipients, the Subject, and optional message to send the file, then select Send.

Insert files from your local PC

Use these steps to upload files from your local PC.

Navigate to your Gmail account.
Select Compose to open up a new message window.
Select the ShareFile icon at the bottom of the new message window.
Select Share or request files using ShareFile.
Select Insert files.
Select Add items to open your ShareFile folders.
Select the folder you want to upload to, then select Upload.

Your ShareFile web application opens in a new tab to the folder your designated in the previous step.
Use the blue + to select upload from your PC.

The file will load into the folder you selected. You can now return to the Gmail tab.
Select Refresh then select the checkbox next to the file loaded in the previous step and select Add Items.
Select Edit options to set the share details.

The options screen displays.

You can review and set the following options:
- Access options:
  - Allow recipients to - select from the available options including Download and Edit (sign in required).
  - Access expires - select from various expiration settings for recipients.
  - Who can access this link - select from the following:
    - Anyone (anonymous) - Recipients can only view the file in the Preview window.
    - Anyone (name and email required) - Recipients can download the file.
    - Employee users (sign in required) - The recipient will be presented with a sign in screen. The recipient must be an existing employee user in the account to sign in. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.
    - Client and employee users(sign in required) - The recipient is presented with a sign-in screen. The recipient must be an existing user (either an employee or client user) in the account to sign in and view the content. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.
  - Always link to the latest version of this file - is selected by default. The current version of files will be immediately available within the link.
  - Add a watermark - allows you to track documents by user. This includes printing. If the user has download permissions, the watermark does not appear while viewing.
- Notifications:
  - Check box for Notify me when files are accessed.
Once the options are set, select Insert at the bottom of the window.

The Gmail message then displays an Upload File link in the message.
Verify your recipients, the Subject, and optional message to send the file, then select Send.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Insert files

August 8, 2023

Contributed by:

August 8, 2023

Contributed by:

Insert files

Insert files from your ShareFile account

Insert files from your local PC

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