Change default settings for ShareFile for Outlook Online

You can change the default ShareFile settings in Outlook Online. Select the ShareFile icon to access Settings.

The Outlook settings screen displays.

This allows you to make changes to the default settings for both Attach settings and Request settings.

Attach settings

You can review and set the following attach settings:

• Access options:

  • Who can access this link - select from the following:

    • Anyone (name and email required)

    • Email recipients (sign-in required)

    • Anyone (anonymous)

• Access expires - select the period of time you want to save as default.

• Notifications:

  • Check box for Notify me when files are accessed.

Request settings

You can review and set the following request settings:

• Access options:

  • Who can access this link - select from the following:

    • Anyone (name and email required)

    • Email recipients (sign-in required)

    • Anyone (anonymous)

• Access expires - select the period of time you want to save as default.

• Notifications:

  • Check box for Notify me when files are accessed.

• Upload location - the default is set to your File Box but you can set another ShareFile folder for the requested file.

All settings can be changed when creating a Request Files link or a Send Files link in ShareFile for Outlook Online.