Documentation

Using the Office 365 Add-in

  1. To get started, compose a new email.

Outlook on the web with the New message button highlighted in the ribbon

  1. Now open FileCap by looking at the top under “Apps”.

A new message with the Apps button highlighted in the ribbon

  1. FileCap is listed there — select it.

The Apps list open, with FileCap highlighted next to My Templates and Polls

Tip: after opening FileCap you can click the “pin” icon on the right, so that FileCap always opens when composing an email.

Encrypt email & encrypt attachments#

  1. A selection menu opens on the right with 3 options.
  • Encrypt email: encrypts the entire email, including the message text and attachments. The recipient receives an “encrypted message” and must log in to view the email.
  • Encrypt attachments: encrypts only the attachments. When you send the email, a link is added inside the message that the recipient can use to download the files.
  • Invite someone: invite another person (outside the organization) to send something to you via FileCap.

The FileCap pane with three options: Encrypt email, Encrypt attachments and Invite someone, with Encrypt email highlighted

  1. After selecting the desired sending method, select your file.

The FileCap pane on Encrypt attachments, with the Choose file button highlighted next to the drop area

  1. Choose how long the file should remain available, in days. Once that date is reached, the link no longer works.

The FileCap pane with a file attached, and the number of downloads counter highlighted

  1. Choose how many times the file may be downloaded. Once that amount is reached, the link no longer works.

The FileCap pane with the availability date highlighted, adjustable with a minus and plus button

  1. Then select the 1st verification method for the file and, if enabled, the 2nd verification method.

The verification method list open, showing Password, Code by email, Company password, SMS and None

  1. Don’t want to send the files by email, but via a link instead? Use the method below to package the files into a link, which you can then share via WhatsApp or Teams, for example.

    First your administrator must enable “Let user generate FileCap link manually” under Add-ins; you will then see the “Enable transfer link” option at the very bottom.

The FileCap pane with the Enable transfer link toggle at the bottom highlighted

  1. Once this option is enabled, click “Generate link”. The files you added on the right are now packaged within FileCap.

The FileCap pane with the Enable transfer link toggle switched on and the Generate link button highlighted

  1. This may take a moment. When it is done, a link appears, which you can copy and share outside the email.

The generated link shown at the bottom of the FileCap pane, with the copy button highlighted

Inviting someone#

  1. To invite someone to send something to you, select the “Invite someone” option.

The FileCap option list with Invite someone highlighted

  1. On the right, enter the email address of the person you want to invite to send something to you, and select “Send invitation”.

The Invite someone panel with the email address field highlighted