FileCloud Outlook add-in brings the powerful features of filesharing to the Windows desktop and Outlook. The Outlook add-in enables the user to:-
- Share a file or folder that resides on the FileCloud directly from outlook.
- Upload a file to FileCloud and share directly from outlook.
- Ability to share a file as an attachment or generate a link.
This seamless integration with MS Outlook will improve the efficiency and productivity of any outlook user when sharing files or folders within the organization or with 3rd party vendors. Therefore, the Outlook add-in brings the FileCloud to the email platform and integrates the cloud access in the user’s workflow.
OS: Windows 7 and above
Outlook: 2007 and above
.NET Framework: 4.5 and above
Admin Privileges are required to complete the installation
- Download and install the FileCloud Outlook Add-In through this link Outlook Add-In Download
- Accept any security warning and continue installation.
- Admin Privileges are required to complete the installation.
- Add-In will be installed under program files and will be installed for all users in that system.
- Once installation is complete, please restart the outlook.
Once installed, FileCloud will appear as an Outlook Ribbon on the New Mail Compose Window with the following buttons:-
- Share from FileCloud
- Upload and Share
- File Browser
The settings button opens a dialog box that enables you to configure settings and helps you to troubleshoot.
Sign in to FileCloud by entering the FileCloud Server URL, username and password.
Set the default upload folder for all files that are uploaded
NOTE: To enable/disable auto upload of attachments, the outlook must be restarted after setting is changed.
Set the following settings:-
|SSL Settings||Ignore SSL Errors and Connect to Only TLS 1.2 Server (applicable when your FileCloud server is supporting only TLS 1.2)|
|Proxy Settings||Enter Settings for Proxy Server if any.|
|Language Support||English, Dutch, and Arabic are supported. To make the language change effective, you must completely restart the Outlook add-in.|
Display the FileCloud Version.
Troubleshooting - Open the Log Folder where the add-in stores the activity logs of the add-in
Export Settings - Will take all the relevant settings and create a well formatted XML Ideally, admins can create the setting, export it as XML and use that setting for Mass Deployment using Device Management.
For more detailed support on export settings, please see Centralized Device Management
On this tab, enter the FileCloud server URL, account and password and click Connect to sign in to FileCloud.
To log in with SSO, click Login using SSO.
Enter your Server URL and click Connect. See Single sign-on (SSO) for help setting up SSO.
You can set the Default Upload Folder and allow auto upload of file attachments that are greater than a certain size. Please note that auto upload of attachment will require a restart of outlook.
The default upload folder designates the FileCloud folder to which the file is uploaded. When the default folder is not designated, you will be prompted for an upload folder path when uploading a file.
Share settings must be used to set the settings when share is created and sent through Outlook.
|Send File Share As||Send As Link: Share created will be sent as link.|
Send As Attachment: Shared created will be sent as an attachment.
|Insert Share Detail At|
Allows you to set the default position of the share detail in the email body.
|Share Type||Set the default share type when shares are created|
Public Share (Default)
Password Protected Share
|Share Text (In HTML)|
The text that added to the email body as part of their share when share is created. HTML is allowed to set formatting on this text
Default: Attachment: #filename#<br/>Download link: #url#<br/>#password#
The following place holders are available.
The Proxy Settings must be set, when your network uses proxy server or you would like FileCloud Outlook Plugin to use a proxy server. You must contact your network administrator to get the Proxy Server Address, Port, Username and Password to connect to your proxy server.
Share from FileCloud
You can browse any file or folder that resides on the FileCloud and share.
When a Folder is shared, FileCloud creates a public/private or password-protected share as per the default settings of the administrator in admin UI. Share link is generated and and written back to the email body.
On the other hand, when a File is shared the file can either be shared as a link or as an attachment based on your settings. When the file is shared as a link, FileCloud creates a public share, generates a link and writes the link details back to the email body. When the file is shared as an attachment, the FileCloud downloads the file and adds an attachment to the email body and no public share is created.
When share is created, a dialog box is displayed with the default share detail and share link with following options.
|Advanced Options||Display the advanced options of the share to control all aspects of share. For example: Set share type, set share password etc.|
|Remove Share||Remove Share will remove the share and share will no longer be valid.|
|Add Share Link to Email||Adds the share link to the outlook email body.|
|Copy Link||Copy the link URL to the clipboard.|
Advanced Share Options
Advanced Share options allows to set all properties of the share that include share options, public share settings and private share settings.
|Share URL||Share URL with which the share can be accessed|
|Share Path||The path location of the file.|
|Share Permissions||Set the share as public share (Allow Everyone) or private share (Allow Specific users/groups)|
|Share Name||Name of the share|
|Expires||Set an expiration date for the share after which share is no longer accessible.|
|Upload Size Limit||Maximum Size of files that can be uploaded to this folder.|
|Email File Change Notification||Allow or Disallow email file change notifications when there are any activity on files or folders on this share|
Public Share Settings
The share permissions must be set to allow everyone and Select the public share settings to set the public share properties on the share.
|File Folder Permissions|
Set the permissions for the File/Folder
Following are the permissions allowed for a folder share
For File Share, the only applicable permission is View + Download
|Set Share Password||Set a password for the share. Enabling share password will require a password to access the share. The share password can be entered on the text box shown by the red arrow on the screen above.|
Private Share Settings
The share permissions must be set to allow specific users/group and Select the private share settings to set the private share properties on the share.
The private share settings will have the following 2 tabs.
|Private Share Setting||Description|
Allow a user to access the share and set the access permissions (View, Download, Upload, Share and Sync) for that specific user.
Click on Add Guest to add a new user to the share.
Allow a group to access the share and set the access permissions for that specific group.
Click on Add Group to add a new group to the share.
Upload and Share
You can upload any file from your local drives to FileCloud and share the file. Once the file is uploaded to the FileCloud server, the file can either be shared as a link or as an attachment based on your settings.
When the file is shared as a link, FileCloud creates a public share, generates a link and writes the link details back to the email body. When the file is shared as an attachment, the FileCloud does not create a public share but directly attaches the file to the email body after it is uploaded to the FileCloud server.
Starting with FileCloud 17.0, the outlook add-in app contains a remote file browser function to access, edit and view all files on the server. This is an alternative to the web browser to access FileCloud. To open the File Browser, you will need to click the File Browser from the add-in.
For more details support, refer to the File Browser for Outlook addin support page.
I am not able to see the FileCloud Outlook add-in inside Outlook.
At times, MS Outlook may disable an add-in if there is a 0.234 second delay in starting the outlook for any reason. Go to File=>Options=>Add-Ins. Find the FileCloud Outlook Add-In from the disabled add-ins list and enable the add-in. You can set the outlook to always enable FileCloud Outlook add-in so that it does not get disabled.
Where is the log file stored?
The log files for Outlook add-in are automatically stored under %APPDATA%/filecloudoutlookaddin/data folder addin.log file. You can go to settings - Troubleshooting to go to the log folder. The log file does not store any secure data. In case, you run into problems, you may have to send us the log file to ensure proper troubleshooting.