After your account is configured for ShareFile and you are familiar with how it works, you can install the ShareFile Plugin for Outlook.

Getting started

Figure 1: ShareFile Outlook Plug-in is installed. Click to view option settings.

Open Outlook. The Citrix Files for Outlook logo will be displayed on the far right on the Outlook tool bar. If the logo displays “Log In”, click on the logo to log in. ShareFile Secure file transfer Ver 2

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Other functionality will be available when you compose or read a message.

Figure 2: Sharefile buttons in a new message window.

Save an email attachment directly to Citrix with a few clicks.

Note: Sharefile automatically converts large attachments to Sharefile uploads. Adjust the size limit in Sharefile settings.

1. In Outlook, click New Email.
2. A new message window opens.
3. Click Attach Files button. a. From PC to select a file on your computer or network drive.  b. From Citrix to select a file previously uploaded to Sharefiles

4. Sharefile adds Citrix Attachments notice to your email message.
5. You may continue composing the message body above or below the notice.
6. Click Send

Request that someone send files to you via Sharefile, even if they don’t have a Sharefile account. This is useful for exchanging files with people working outside D-HH.

1. In Outlook, click New Email.
2. A new message window opens.
3. Click Request Files button.
4. Sharefile adds text ‘Click here to upload files’ with a link to dh.sharefile.com.
5. You may continue composing the message body above or below the notice. Instruct the recipient to click the link and upload the files you are requesting.
6. Click Send

Drag files into your message, then convert them to Sharefile uploads

1. In Outlook, click New Email.
2. A new message window opens.
3. Open a file explorer window
4. Drag your files into the Outlook Message window a. Files larger than 5MB are automatically converted to Sharefile uploads

1. 5. Click Convert Attachments button
   6. Sharefile adds Citrix Attachments notice to your email message.
   7. You may continue composing the message body above or below the notice.
   8. Click Send

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