ShareFile editable sharing with Microsoft 365

This article explains the steps necessary to share editable links from your ShareFile account and Email with Citrix Files / ShareFile. This allows your recipients to make edits to your Microsoft documents and files.

Get a Link allows you to share an editable link with your recipients.

NOTES:

  • All collaborators both internal and external to the organization can utilize the Microsoft Office Online integration. It requires the author to select permissions and the collaborator to have a Microsoft license.
  • This feature is available to ShareFile Advanced and Premium edition customers who have the setting Microsoft Office Previewing and Editing enabled.

    enable editable

  • Compatible file types are: .docx for Word, .pptx for PowerPoint, and .xlsx for Excel.
  1. Select a file to share in your ShareFile account.

  2. Select Get a link.

    get a link editable

  3. Select Edit Link Options.

    get a link editable

  4. Select Done.

  5. Select CopyLink. The “Copied to Clipboard” message displays.

  6. Use the copied link to share with email, paste in Microsoft Teams, or other communication app.

    get a link editable

Email with ShareFile

Use the Email with ShareFile function to share a Microsoft 365 file.

NOTE:

Compatible file types are: .docx for Word, .pptx for PowerPoint, and .xlsx for Excel.

  1. Select a file to share in your ShareFile account.

  2. Select Email with Citrix ShareFile.

    get a link editable

  3. Select Edit Message Options.

    get a link editable

  4. From the Allow recipients to: dropdown, select view, download, and edit.

    NOTE:

    Allowing recipients to edit requires them to sign in.

    get a link editable

  5. Select Done.

  6. Click Send to share the file for editing.

ShareFile editable sharing with Microsoft 365