How do I add Citrix ShareFile to Outlook?

How do I add Citrix ShareFile to Outlook?

Basic Installation

  1. To download the plugin, log in to your ShareFile account and click the Apps link in the top navigation bar.
  2. Once the installation file has been downloaded, close Microsoft Outlook and run the installation file.
  3. Once installation is complete, open Microsoft Outlook.

How do I enable Citrix Files in Outlook?

Click File and then Options. Click Add-ins, then Go… next to Manage COM Add-ins. On the COM Add-Ins screen, check the box next to the Citrix Files for Outlook if it is not done so already.

How do I use ShareFile in Outlook?

Create a New Message (or Reply) as you normally would. Select your file(s) by clicking on Attach Files – From ShareFile. Expand the Folder tree until you see the folder containing your file(s). Checkmark all files to be shared and click OK.

What is Citrix Files for Outlook?

Citrix Files for Outlook allows users with a ShareFile license to interact with all their files directly through Microsoft Outlook and provides the recipient with a link to the attachment in the body of the email.

How do I access my Citrix ShareFile?

Open a web browser and go to In the upper right-hand corner of the webpage, click Sign In located next to the menu. Enter your email address and the password you chose when you set up your account, and click Sign In.

How do I add a ShareFile link to an email?

From within the ShareFile Dashboard view, click Request Files. Click Get a Request Link. From here, you can choose the location that requested files will be uploaded to; by default, they will be uploaded to the File Box.

How do I change Citrix settings in Outlook?

Change options for Citrix Files for Outlook by clicking on the Options button on the Outlook home window. The Citrix Files for Outlook Default settings popup displays. This allows you to make changes to the default settings under the following categories: NOTE: Some options may be set and restricted by Administrators.

How do I change Citrix attachments in Outlook?

To customize Citrix Files for Outlook click on the Options button on the Outlook home window….Set a default attachment setting to one of the following:

  1. Convert all attachments to Citrix Files.
  2. Automatically convert attachments over xx MB.
  3. Only convert attachments that I choose.

Which option allows you to share files on Outlook?

You can share files with an group by attaching them to messages you send to the group….To share a file with a group, attach it to a message sent to the group.

  1. When composing a message, type the name of the group on the To line.
  2. At the bottom of the compose pane, select.
  3. Type your message and select Send.

How do I use ShareFile?

Access your ShareFile account via the desktop or mobile app, or login into the ShareFile web app via your browser. Browse your files and find which one you’d like to send. Click ‘share’ and select your sharing method: “Email with ShareFile”, “Get a Link”, “Feedback and Approval” or “Electronic Signature”.

How does Citrix ShareFile work?

ShareFile is a secure data sync and sharing service that allows IT to mobilize all enterprise data and empower user productivity anywhere. ShareFile seamlessly integrates with workflow tools such as Microsoft Outlook and provides a rich user experience on any device to enhance productivity.

How do I create a ShareFile link?

Creating a shareable link makes it simple to share a document in an email, document, or IM.

  1. Select Share.
  2. Select Copy Link.
  3. Paste the link wherever you want. Note: If you need to change any permissions for the link, select Link settings.

How do I link a document in Outlook?

From your email, click on Insert, then Pick HyperLink (or hit Control+K on your Keyboard) – From here you can Pick a file, then a folder and hit ok. Once you hit OK, the link will appear in the email. Be sure the recipient has access to the linked folder.

How do I stop Citrix from converting attachments in Outlook?

To prevent users from changing Citrix Files for Outlook plugin default account settings:

  1. Go to Settings > Admin Settings > Advanced Preferences > Enable ShareFile Tools.
  2. Under Desktop Apps, go to Outlook Plugin and choose Configure Plugin.

How do I open attachments in ShareFile?

Email Received with ShareFile Attachments When you open the email you’ll see the email message with a Download Attachments link. Click on this link and it will bring you to a secure JAK sign in site where you will be prompted to enter your name and email address. Then you can view and download your file.

How do I upload to Citrix ShareFile?

1. Navigate to the folder to which you’d like to upload a file in your ShareFile account, and click Upload Files in the upper right corner of the page. 2. On the next screen, drag and drop the files you wish to upload from your computer folder or desktop to the box on the screen.

How do I send a live file in Outlook?

Share a document

  1. In the top right corner, above the ribbon, click Share.
  2. Save your document in OneDrive, if it’s not already there.
  3. Enter email addresses of the people you want to share with, and make choices for permission you want to allow.
  4. Type a message if you want, and click Send.

What is outlook plugged into?

What is the Outlook Plug-In? The Outlook Plug-In, sometimes called the Calendly Plug-in for Outlook or the Outlook Desktop Plug-In, is a Windows application that connects your local Outlook desktop calendar to your Calendly account.