ShareFile

Sending files using ShareFile in Outlook Online

Use the following instructions to request a file using ShareFile for Outlook Online.

Send files from your ShareFile account

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

  1. Navigate to your Outlook Online account.

  2. Select New mail to open up a new message window and navigate to the App section.

    sharefile outlook

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

    sharefile outlook

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

    sharefile outlook

You can choose between the following options for attaching a file:

Add from my device

  1. Select Add from my device.

    sharefile outlook

  2. Navigate to the the file you wish to upload from your device.

    sharefile outlook

  3. Select Open.

  4. Verify your receipients, the Subject, and optional message, then select Send.

    sharefile outlook

Add from ShareFile

  1. Select Add from ShareFile.

    sharefile outlook

  2. Navigate to the the file you wish to upload from your ShareFile account.

    sharefile outlook

  3. Select Add.

  4. Verify your recipients, the Subject, and optional message, then select Send.

    sharefile outlook

Convert Attachments

This feature converts any directly attached files in the compose mail to a ShareFile Link. Use the following instructions to convert file attachments using ShareFile in Outlook Online.

  1. Navigate to your Outlook account.

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

    sharefile outlook

  3. Attach the file to the email. You can use the steps mentioned above or you can click on the paperclip icon as shown below:

    sharefile outlook

  4. Select the ShareFile icon in the Outlook ribbon bar.

    sharefile outlook

  5. Next, from the ShareFile drop-down menu, select the Convert attachments option.

    sharefile outlook

  6. The attached file(s) will now be converted to a ShareFile link which will appear on the right pane as shown below:

    sharefile outlook

    sharefile outlook

    Note

    If you click on the Convert attachments option without a file attachment, you will receive an alert message stating there is no attachment.

    sharefile outlook

  7. You can also attach more files using the steps above. However, in that case, you would have to convert the file again by clicking on the Convert attachment option as shown below:

    sharefile outlook

  8. In addition, you can also click on the Add more option on the ShareFile pane as shown below to add more files. All the files added using this option will be automatically converted to a ShareFile link.

    sharefile outlook

    sharefile outlook

  9. Once all the files to be converted are added, click on the Attach button and the ShareFile link is attached to the body of the mail.

    sharefile outlook

Note

If you click on the Convert attachments option without a file attachment, you will receive an alert message stating there is no attachment.There are limitations on the type of file extensions which can be converted by ShareFile as these attachment file types are not supported by Microsoft Outlook. For a complete list of blocked file type attachments, click here

Send File settings

sharefile outlook

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.
Sending files using ShareFile in Outlook Online