4.2 Configuring the Outlook Policy Settings

  1. Ensure that the Filr Plugin is installed on your workstation. See Downloading and Installing the Filr Plugin for Office and Outlook

  2. Log into the Filr Server from Outlook. See Logging into the Filr Server From a Microsoft Outlook Application

  3. Launch Microsoft Outlook.

  4. Click the Micro Focus Filr tab and then click Filr settings iconSettings in the Filr Plug-in group.

    NOTE:If the Filr Plug-in group is not visible in Microsoft Outlook even after you have installed the FilrOutlook Plugin, Outlook might have been automatically disabled the plug-in. To enable the plug-in, see the Microsoft website.

  5. On the Policy tab, the following options are listed. If your Filr administrator has allowed you define the policy or modify the policy limits, do the following:

    NOTE:If the Filr Administrator has enabled you to modify the policy limits, you must specify a value either equal to or less than what the Filr administrator has already specified.

    • Send attachments using Filr: Select one of the following:

      • Always: Select this to always upload the attachments to the Filr server and share the link of the uploaded files through the email. You can select this option only if your Filr administrator has allowed you define the policy.

      • File size exceeds X MB: Select this to specify the size beyond which the attachments are uploaded to the Filr server and the link of the uploaded files is shared in the email.

    • Attachment link expires after: Select one of the following:

      • X days: Select this to specify the number of days after which the attachment link sent in the email should expire.

      • X downloads: Select this to specify the number of times the attachment is downloaded after which the attachment link sent in the email should expire.

  6. Click Apply to save your changes.

  7. Click Cancel to return to the previous window