Citrix Files for Outlook User Guide

TIPS!

Need Citrix Files for Outlook? Download it here: https://dl.ShareFile.com/CFO

The Citrix Files for Outlook allows Employees (users with Content Collaboration Licenses) to insert links to files, upload and send new files, and request files directly from Microsoft Outlook email messages. Additionally, you can choose to send all attachments or all attachments of a particular size via Citrix Files rather than your internal email server.

NOTE: The Citrix Files for Outlook cannot be used by Client users.

Refer to the Installation of Citrix Files for Outlook article for plugin installation instructions.

Getting Started

Open Outlook. The Citrix Files for Outlook logo will be displayed on the far right on the Outlook tool bar. If the logo displays “Log In”, click on the logo to log in.

Outlook Tool Bar

Once logged in, Citrix Files for Outlook will be shown in two places in Outlook. The Options button will be available on the main Outlook view.

User-added image
Other functionality will be available when you compose or read a message.
User-added image

Save Attachments to Citrix

You can now save an email attachment directly to Citrix with a few clicks. To do so, right-click the attachment in your Outlook message and choose the Save to Citrix option. Use the folder tree to select an upload destination on your account, then click OK. Your file is uploaded to Citrix.

Incompatible Add-Ins or Services

Citrix Files for Outlook is not supported with any 3rd party service or add-in and cannot be guaranteed to function properly when used in conjunction with other add-ins. This includes meta-data scrubbers, SmartVault, iTunes, Grammarly and other add-ins. While frequently encountered add-ins may be specifically mentioned in this article, this article should not be treated as a final list of incompatible add-ins.

  • If you are using an antivirus program such as Kaspersky or McAfee, please take steps to add Citrix Files as an exception to your apps.
  • Metadata Scrubbers may interfere with Citrix Files for Outlook. It is recommended that any metadata scrubber add-ons be disabled in order for the Citrix Files for Outlook to function properly.
  • Likewise, Exchange Alternatives (such as Kerio Connector) are not compatible with Citrix Files for Outlook and may block the plugin from functioning correctly. Citrix Files recommends disabling these add-ons.

Contacting Support

Click here for Citrix Files Support Contact Information.

Sending Large Files

We do not recommend attaching large files (more than 500 MB) from your PC through the plugin. You will have better, more reliable results logging into and using the web application for large file uploads. Once you have uploaded the large file to Citrix, you can then attach these large files to an email message using Attach Files From Citrix.

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