Requirements:

  • Outlook
  • Sharefile Plug-In

Overview:


This article will walk the user through on how to change the Sharefile access permissions when sending to clients. 



Changing Access Permissions:


  1. Open Outlook
  2. Select the Sharefile Add-in. Once opened select the "Edit" button by the attaching files option.

  3.  Once selected another pop-up will appear in which you can change the "Access Options." From the dropdown select, "Anyone, name and email required" and Save.


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.