Requirements:

  • Outlook
  • SharefileAdd-in

Overview:


Opening Information

  • Attaching Files
  • Requesting Files

Signing into ShareFile:


  1. Confirm that ShareFile is installed properly. If it is not installed it can be installed using Company Portal. 

  2. Once installed, your ShareFile add-in will appear on the Home tab. Select Log in.

  3. On the ShareFile Login pop-up, enter your S+H email address then select Continue. Next select Sign in with Company Credentials.


Using Sharefile:

  1.   When you are inside Outlook, you will want to start off by Confirming that you have the ShareFile Add-in Installed and are signed in.
  2. Once you have confirmed you are signed in properly, compose a new email.
  3. Your screen should look like the following where you will see the Sharefile tools in the top right corner
  4. Attaching files will securely share files from your computers
  5. Requesting Files will insert a link so that your recipient will be able to securely share files with you
  6. You have the ability to change the settings around Link expiration, Upload Notifications and other settings using the dropdown buttons next to each File option.


Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE , by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.