ShareFile

Change default settings for ShareFile for Outlook Online

December 18, 2024

Contributed by:

C J

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

Change defaults

The Outlook settings screen displays.

Settings for Outlook

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.

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.

Was this helpful

Change default settings for ShareFile for Outlook Online

December 18, 2024

Contributed by:

C J

December 18, 2024

Contributed by:

C J

Change default settings for ShareFile for Outlook Online

Attach settings

Request settings

In this article