ShareFile

Adding and Accessing ShareFile for Outlook Online

Adding ShareFile for Outlook Online

The following steps explain how to add ShareFile for Outlook Online.

  1. Navigate to your Outlook online account.

  2. Select New mail.

  3. Select the Apps icon in the Outlook ribbon bar.

    Outlook ribbon with ShareFile 1

  4. Select Add apps.

    Outlook ribbon with ShareFile 2

  5. Type ShareFile into the search field on the Apps page.

    Outlook ribbon with ShareFile 3

  6. Select the ShareFile app.

    Outlook ribbon with ShareFile 4

  7. Select Add.

Sign-In to ShareFile for Outlook Online

  1. Select the ShareFile icon in the Outlook Online ribbon bar.

    ShareFile icon 1

  2. Select Sign In on the ShareFile welcome screen.

    ShareFile icon 2

  3. Type your account URL (enter “mycompany” for mycompany.sharefile.com) then Continue.

    copy file 1

  4. Type your email and password, then select Sign In.

    copy file 2

    Note:

    If your ShareFile account is configured for SSO, you will see an option to “Sign in with company credentials”. Click on this option to initiate the SSO process.

Note:

You might be asked to verify your account using a verification code sent by the method you choose. Enter the code to continue with your ShareFile for Outlook Online account.

ShareFile for Outlook Online Deployed by an Admin

Note:

If your Outlook Online add-ins are managed by your organization’s admin, you will not be able to add or remove ShareFile for Outlook Online yourself. You need to contact your Microsoft 365 Admin or your IT Admin.

The next steps are intended for designated Microsoft 365 Admins or organization IT Admins.

  1. Log in to the Microsoft 365 Admin Center and navigate to Settings > Integrated Apps.

  2. If your organization is working with an older version, published by Citrix, you need to remove it first.

    1. Under the deployed add-ins, locate the ShareFile (old) add-in published by Citrix.

    2. Select the add-in and click Remove or Disable Deployment for the organization.

    3. If the add-in was pushed via centralized deployment, verify that it is no longer assigned to any users or groups.

  3. Search for the new ShareFile add-in published by Progress Software.

  4. Select Deploy Add-in and follow the steps to assign the add-in to specific users or groups.

Adding and Accessing ShareFile for Outlook Online