🧑💻 Open the App and Upload Files
📝 Note: If you do not have the app installed, visit How to install the Truss Outlook Plugin
1. Click New Mail.
2. Click Request Documents in the Truss app on the ribbon.
3. Click the Share Files icon (✨).
From here, click on Grab Attachments to pull any attached files from the email into Truss Docs, or click Browse Files to locate files on your drives to attach!
⚙️ Share Files Settings
After the files are uploaded, move through the various settings for the file(s)!
1. Click Insert Link to add the file link to the email at the cursor location.
☝️ Tip: Do this after going through the other options below.
2. Instead of adding a button from Step 1 above, you can copy a link instead!
3. Change the expiration period for the file share.
4. Change the verification for the file share. You can select No Additional Verification, Email Code, or SMS Code.
5. If you have added recipients, they will be listed here and you can click Remove to take them off as a recipient.
6. Enter an email and click Add Recipient to manually add them to the file share.
7. If you already had the recipients attached to the email, click Pull From Email to add them automatically!
8. If you have made any changes, click Update. You can then click Insert Link or Copy the link to add it with updated settings!
