Skip to end of metadata
Go to start of metadata

FileCloud Outlook add-in brings the powerful features of filesharing to the Windows desktop and Outlook. The Outlook add-in enables the user to:-

  1. Share a file or folder that resides on the FileCloud directly from outlook.
  2. Upload a file to FileCloud and share directly from outlook.
  3. 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. 

System Requirements

OS: Windows 7 and above
Outlook: 2007 and above
.NET Framework: 4.5 and above
Admin Privileges are required to complete the installation

Installation

  1. Download and install the FileCloud Outlook Add-In through this link Outlook Add-In Download
  2. Accept any security warning and continue installation.
  3. Admin Privileges are required to complete the installation.
  4. Add-In will be installed under program files and will be installed for all users in that system.
  5. 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:-

  1. Share from FileCloud
  2. Upload and Share
  3. Settings.
  4. File Browser

Settings

The settings button enables you to set the Account Settings, Upload Settings, Share Settings, Proxy Settings and helps troubleshoot.

SettingsDescription
Account SettingsEnter account settings that include FileCloud Server URL, username and password.
Upload Settings

Set the default upload folder for all files that are uploaded
Allow auto upload of attachments

NOTE: To enable/disable auto upload of attachments, the outlook must be restarted after setting is changed.

Share Settings

Set the following settings:-

  1. Send File Share as Link or attachment.
  2. Insert share detail at end of email body or top of email body.
  3. Default Share Type - Public Share or Password Protected Share.
  4. Share Text in HTML - The text that added to the email body as part of their share when share is created.
Proxy SettingsEnter Settings for Proxy Server if any.
Other SettingsAllow - Ignore SSL Errors and Connect to Only TLS 1.2 Server (applicable when your FileCloud server is supporting only TLS 1.2)
Language SupportEnglish and Dutch language are supported. To make the language change effective, you must completely restart outlook-addin.
Help

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


Account Settings 

Enter the Account Settings on this window with the Server URL, Account (Username or Email) and Password.

 



Upload Settings 

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 

Share settings must be used to set the settings when share is created and sent through Outlook.

SettingDescription
Send File Share AsSend 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.
Top of email body or End of email body 

Share TypeSet 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.

  1. #filename# refers to the File/Folder name of the shared item.
  2. #url# refers to the full url with HTML tags for example <a href='http://xyz.codelathe.com/url/ererrer'>http://xyz.codelathe.com/url/ererrer</a>
  3. #url_link# refers to full url with no HTML tags, for example http://xyz.codelathe.com/url/ererrer
  4. #password# refers to the share password for a password protected share.

    The default Share Text "Attachment: #filename#<br/>Download link: #url#<br/>#password#" will result in the following text

    Attachment: winter.docx
    Download link: https://xyz.codelathe.com/url/42wfc8ertwqs
    Password: lkre431sq

    Attachment: #filename#<br/>Download link: <a href='#url_link#'>#filename#</a><br/>#password# will result in

    Attachment: spring.docx
    Download link: spring.docx
    Password: by1rgCx31

 



Proxy Settings 

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 share, generates a link and writes the link details 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.

Button ActionsDescription
Advanced OptionsDisplay the advanced options of the share to control all aspects of share. For example: Set share type, set share password etc.
Remove ShareRemove Share will remove the share and share will no longer be valid.
Add Share Link to EmailAdds the share link to the outlook email body.
Copy LinkCopy 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 Options

Share OptionsDescription
Share URLShare URL with which the share can be accessed
Share PathThe path location of the file.
Share PermissionsSet the share as public share (Allow Everyone) or private share (Allow Specific users/groups)
Share NameName of the share
ExpiresSet an expiration date for the share after which share is no longer accessible.
Upload Size LimitMaximum Size of files that can be uploaded to this folder.
Email File Change NotificationAllow 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. 



Share OptionsDescription
File Folder Permissions

Set the permissions for the File/Folder

Following are the permissions allowed for a folder share

  1. View + Download
  2. View + Download + Upload
  3. View + Upload
  4. View Only
  5. Upload Only

For File Share, the only applicable permission is View + Download

Set Share PasswordSet 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 SettingDescription
Guest

Allow a user to access the share and set the access permissions (View, Download, Upload, Share and Sync) for that specific user.
Removing the Allow View permissions will delete the user access to the share.

Click on Add Guest to add a new user to the share.

Group

Allow a group to access the share and set the access permissions for that specific group.
Removing the Allow View permissions will delete the group access to the share.

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.

 


File Browser

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.



Troubleshooting

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. 

  • No labels