10d. How to Configure the Outlook Add-In

After you install the Outlook add-in, you can configure default share settings and attachment policies. When you configure these settings, the Outlook add-in operates as a truly intelligent tool, automatically sending share links according to your preferences.

  1. When you launch Microsoft Outlook for the first time after installing the Outlook add-in, the Wizard displays, prompting you for login credentials.
    1. If prompted, enter the host name of your organization in the Host field (for example, renovosync.com).
    2. In the Username field, enter the same username that you use to access the web portal.
    3. In the Password field, enter the same password that you use to access the web portal.
    4. Click the Next button when you are finished.
  2. In the Choose your Default Share Settings screen, set default settings for how you share links.
    1. Click the Notify on upload checkbox to receive notifications when an item is uploaded to a shared folder.
    2. Click the Notify on download checkbox to receive notifications when the share is downloaded.
    3. Click the Download limit checkbox, and enter a download limit number, to limit the number of times the share is downloaded by each recipient.
    4. Click the Expire share after checkbox, and enter a number of days, to set a share to expire after the specified number of days.
    5. Depending on your administrator's configurations, you may also have access to the Secure Share by Default checkbox. Click this checkbox to send all content as secure shares. If this option is selected, all recipients will be required to log in to access the shared content. Recipients who are not members of your organization will be added as guest users; a guest account will be created for the recipient, and login credentials will be provided.
    6. Click the Next button to continue.
  3. In the next screen, set default attachment policies.
    1. Click the Automatic radio button to automatically use the Outlook add-in for attachments over a certain size.
    2. Click the Always use the desktop client for attachments radio button to automatically use the Outlook add-in for all attachments.
    3. Click the Advanced radio button to only use the Outlook add-in when selected.
    4. Click the Use default folder checkbox to use the default location for storing shares configured from Outlook. If you uncheck this checkbox, you will be prompted to select another location on your local machine.
    5. Click the Next button to continue.
  4. When the Wizard completes, click the Finish button.