10e. How to Use the Outlook Add-In

When you compose a message in Microsoft Outlook, you can use the Attach drop-down button to attach specific share content according to your defined preferences.

To use the Outlook add-in:

  1. In Microsoft Outlook, create a new email message. The ribbon will display an Attach drop-down button.
  2. Click the Attach drop-down button and select Send a File. The Account Browse dialog box displays.

  3. In the Account Browser dialog box, select the content you want to share.
    1. To attach a file or folder stored in RenovoSync, click to expand the My Files folder, or the Team Shares folder, and select the appropriate content.
    2. To send a file from your local machine, click to expand This PC. You can then browse and select a file on your machine.
    3. Optionally, you can change your default share settings by clicking the Change Share Settings checkbox.
  4. Alternatively, to convert an attached item to a share link, click the Attach drop-down arrow and select Convert to RenovoSync File. Any attached item will automatically convert to a share link, and will be stored in your Shared Items folder.
  5. Click Outlook's standard Send button to send your email.
  6. If you have selected to send a secure share link to an entire folder (rather than a single file), a Secure Share Settings dialog box will display, prompting you to configure permission for each recipient. You can set upload permissions, which allows recipients to upload content into the shared folder, or delete permissions, which allows recipients to delete content in the shared folder.
  7. Optionally, uncheck the ALL Recipients Settings checkbox if you would like to configure separate permissions for each recipient.