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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.
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Navigate to your Outlook Online account.
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Select New mail to open up a new message window and navigate to the App section.
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Select the ShareFile icon in the Outlook Online ribbon bar.
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Select Send Files from the drop-down menu.
You can choose between the following options for attaching a file:
Add from my device
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Select Add from my device.
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Navigate to the the file you wish to upload from your device.
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Select Open.
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Verify your receipients, the Subject, and optional message, then select Send.
Add from ShareFile
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Select Add from ShareFile.
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Navigate to the the file you wish to upload from your ShareFile account.
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Select Add.
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Verify your recipients, the Subject, and optional message, then select Send.
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.
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Navigate to your Outlook account.
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Select the New mail to open up a new message window.
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Attach the file to the email. You can use the steps mentioned above or you can click on the paperclip icon as shown below:
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Select the ShareFile icon in the Outlook ribbon bar.
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Next, from the ShareFile drop-down menu, select the Convert attachments option.
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The attached file(s) will now be converted to a ShareFile link which will appear on the right pane as shown below:
Note
If you click on the Convert attachments option without a file attachment, you will receive an alert message stating there is no attachment.
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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:
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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.
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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.
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
Before creating the request link you can review and set the following request settings:
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Access options:
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Who can access this link - select from the following:
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Anyone (name and email required)
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Email recipients (sign-in required)
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Anyone (anonymous)
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Access expires - select the period of time you want to save as default.
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Notifications:
- Check box for Notify me when files are accessed.
Share
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