How to Use the Outlook Plug-in

This article contains information on how to use the Outlook 2010 Plugin. (Supports Outlook 2010/2013.) We also offer articles on how to download and install the SendThisFile Outlook 2010 Plugin and a high-level overview of the plug-in. The Outlook plugin is available for use with all Pro accounts or higher. It is not for use with Free or Starter plans.

Using the Outlook 2010 Plug-In

  1. Initial Configuration

    outlookmenu

    1. In the Status Group
      1. Click on the “Connecting” button (Note: This button/icon will change depending on the connection status – the image above shows how the button will look when successfully connected to the SendThisFile servers)
      2. Enter account information and click “Sign In”
    2. In the Preferences Group
      1. Ensure “Use SendThisFile Secure Transfer” is checked if you want to use SendThisFile to transfer files
      2. Set the minimum attachment size that will utilize the Transfer Manager. This is amount will be for the total size of all attachments
      3. Set the Default account that will be used to temporarily hold the emails while the files are being uploaded to the SendThisFile servers. DO NOT SELECT YOUR IMAP account, instead use an account with a local data file like those used for POP email, Exchange, or “Outlook Data File”.
  2. Sending Emails
    1. If an email has a total attachment size that exceeds the minimum size limit, you will be prompted with the following dialog:
    2. Select which template to use, whether you want a download receipt, and if you want it to remember your preferences for this session.
    3. Click OK and the message will begin transmitting.
  3. Using the SendThisFile Transfer Manager
    1. Double click on the SendThisFile “Mailbox” icon in the task menu.
    2. The File Transfer tab shows the files that are currently being uploaded to the SendThisFile servers.
    3. The Transfer Status tab shows the status of the files that have been transmitted during the current session.

How to make SendThisFile the default in Outlook when sending large attachments

This can be set in “Preferences…” under the SendThisFile Outlook toolbar icon.

  • Click on the “SendThisFile” button on the Outlook Toolbar.
  • Click on the “Preferences…” link.
  • Set the “Use for files larger than __ MB” field to the desired minimum size.
  • Click on the “Save” button.
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