Requesting files using ShareFile in Outlook Online

Use the following instructions to request files using ShareFile in Outlook Online.

1. Navigate to your Outlook Online account.

2. Select New mail to open up a new message window.

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

   

4. Select Request Files from the drop-down menu.

   

5. You can edit the request settings or accept the default settings and continue to the next step.

6. Select Request to enter the request link to your message.

   

7. Verify your recipients, the Subject, and optional message to requesting a file, then select Send.

   

Request File settings

Before creating the request link 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.

Request Files from Email Recipients (Sign-In Required)

ShareFile now enables recipients to authenticate before they can access content on Outlook. For new users who do not have a ShareFile account, an activation link will be provided where they have to create a new ShareFile account in order to access sensitive content.

1. To configure email recipients for sign in, go to the ShareFile settings menu from the New Email window as shown below:

   

   

2. From the ShareFile settings menu, go to the Request settings menu. From the Access options window that opens, go to the Who can access this link section and change the dropdown option to Email recipients (sign-in required) as shown below:

   

   

3. To request files from email recipients using ShareFile in Outlook Online, follow the Steps 1-3 in the above section and log in to ShareFile.

4. From the ShareFile menu, select the Request Files option.

   

5. The Request Files menu opens on the right pane. If no email recipients are added, then the No recipients to provide access warning message is displayed and the Insert link button is disabled by default.

   

6. You can add recipients to the mail and click on the Sync users button to sync the users with ShareFile. This will enable the Insert link button. Select the Insert link button to continue.

   

7. If any users do not have a ShareFile account, then a new user activation link is created and the Adding new users window is displayed. You can click on Confirm to continue.

   

8. The link for requesting files is inserted in the mail as shown below:

   

Note:

The default upload location is set to File Box. You can change the location by clicking on the Edit option as shown below: