ShareFile

Upgrading the Outlook Online Add-in

This article explains the process to upgrade a previous version of the ShareFile for Outlook Online Add-in with the latest release.

Replacing the ShareFile for Outlook Online for Mac add-in

Removing the previous version of ShareFile for Outlook Online on your Mac

  1. Open Outlook and select the Home tab.

  2. Select Get Add-ins (or Manage Add-ins) button in the ribbon.

    Outlook ribbon with ShareFile

  3. In the Add-ins pane, navigate to My add-ins.

  4. Select the ShareFile (old) add-in.

  5. Select the three dots () then Remove (if you are not seeing the remove button or if the remove button is disabled, click here).

    Outlook ribbon with ShareFile

  6. Confirm the removal if prompted.

Installing the new ShareFile for Outlook Online on your Mac

  1. Use the search bar to find the new ShareFile application.

  2. Select Add to install the new ShareFile add-in.

    Outlook ribbon with ShareFile

  3. Select Continue if prompted.

    Outlook ribbon with ShareFile

You are all set if you see the blue tick, as a last step you will have to login ShareFile via the new application. Click here to know how to login.

Outlook ribbon with ShareFile

Replacing the ShareFile for Outlook Online in Windows add-in

Removing the previous version of ShareFile for Outlook Online on your Windows PC

  1. Open Outlook and select the Home tab.

  2. Select the Apps section in the left navigation.

  3. Select Add apps

    Outlook ribbon with ShareFile

  4. Select Manage your apps.

  5. Select the ShareFile (old) add-in.

  6. Select the three dots () then Remove (if you are not seeing the remove button or if the remove button is disabled, click here).

    Outlook ribbon with ShareFile

  7. Confirm the removal if prompted.

Installing the new ShareFile for Outlook Online on your Windows PC

  1. Use the search bar to find the new ShareFile application.

  2. Select ShareFile.

    Outlook ribbon with ShareFile

  3. Select Add to install the new ShareFile add-in.

    Outlook ribbon with ShareFile

  4. Select Continue if prompted.

    Outlook ribbon with ShareFile

You are all set now, as a last step you will have to login ShareFile via the new application. Click here to know how to login.

ShareFile for Outlook Online deployed by an admin

Note:

If the add-in is provided by your organization’s admin, you will not be able to remove it yourself. Notify your IT team to remove the old add-in.

  1. Contact your Microsoft 365 Admin or your IT Admin.

  2. The Admin logs in to the Microsoft 365 Admin Center and navigate to Settings > Integrated Apps.

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

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

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

  6. Now the Admin should search for the new ShareFile add-in.

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

Important Note:

  • If your organization previously deployed the ShareFile (old) add-in, it is critical to coordinate with your IT or Microsoft 365 Admin to ensure the old add-in is fully removed before installing the new one.
  • It might take 24-48 hours for the application to reflect if the application was deployed by Admin.
  • Restart Outlook after installing the new add-in to ensure it functions correctly.
  • If any issues arise during the installation or removal process, reach out to your IT team or ShareFile Support for assistance.
Upgrading the Outlook Online Add-in