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Tresorit for Outlook M365 – User guide

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Zsofia
Updated

Tresorit offers two different types of add-ins for Outlook: our Outlook desktop add-in for Windows and the newer M365 Outlook add-in. You can see a breakdown of the differences between the two add-ins below. The rest of this article is about the M365 Outlook add-in.

📚 Learn more about the Outlook desktop add-in for Windows in this article.

Comparing Tresorit’s Outlook add-ins

  Windows Outlook add-in M365 Outlook add-in
Available for
  • Windows
  • Windows
  • macOS
  • Outlook Web
Features
  • Attach local files and folders
  • Limit sharing to email recipients only
  • Replace attachments with secure links
  • Attach local files
  • Attach files directly from Tresorit
  • View and manage files shared via links
  • Enforce security settings
Installation
  • Installed automatically with the Tresorit for Windows app

Installing the Tresorit M365 Outlook add-in

  • Windows
  • Mac
  • Outlook Web
  1. Open your Outlook app.
  2. Open your inbox and click Get Add-ins in the top menu bar.
  3. Search for ‘Tresorit for Outlook’.
  4. Click the Add button to install the add-in.
  5. Once installed, you can find the Tresorit add-in in the top menu bar.
  6. To start using the add-in, sign in to your Tresorit account.
  7. And you're done!
  1. Open your Outlook app.
  2. Make sure you’ve switched to the New Outlook design.
  3. Navigate to the … menu at the top of the New Message window, and click Get Add-ins.
  4. Search for ‘Tresorit’.
  5. Click the Add button to install the add-in.
  6. Once installed, you can find the Tresorit add-in in the menu on top when composing a new message.
  7. To start using the add-in, sign in to your Tresorit account.
  8. And you're done!
  1. Log in to your O365 account.
  2. Click New Message.
  3. Navigate to the … menu at the bottom of the New Message window, and click Get Add-ins.
  4. Search for ‘Tresorit’.
  5. Click the Add button to install the add-in.
  6. Once installed, you can find the Tresorit add-in in the … menu.
  7. To start using the add-in, sign in to your Tresorit account.
  8. And you're done!

Using the Tresorit M365 Outlook add-in

Attaching local files

  1. Click Attach local files.
  2. Select the file you'd like to share.
  3. Tresorit will upload the file to your storage and create a link.

  4. Set the required access and security settings.

    📝 Note: Depending on your subscription level, different options may be available to you.

  5. Insert the link into your email.
  6. Send the email, and you’re done!

Attaching files or folders from Tresorit

  1. Click Attach from Tresorit.
  2. Select the file you'd like to share from your Tresorit account.
  3. Tresorit will create a link for you.

  4. Set the required access and security settings.

    📝 Note: Depending on your subscription level, different options may be available to you.

  5. Insert the link into your email.
  6. Send the email, and you’re done!

Managing shared files

  1. Click View shared links.
  2. Select the file or folder you’d like to share, edit, or revoke.

  3. To share an item:

    • click the file or folder, then click Insert, or
    • click ... to open the options menu, then click Insert link.

  4. To edit the link's settings:

    • click on the file or folder, then click Link settings, or
    • click ... to open the options menu, then click Edit.
  5. To revoke a link, click ... to open the options menu, then click Revoke. You’ll see a pop-up message to confirm that you revoke the link.

Pro tips

Access Tresorit for Outlook with less clicks

While in most cases the Tresorit for Outlook button is easy to find, in some cases, it’s hidden in a menu. To simplify using the add-in, you can customize your Outlook layout to access the add-in with one click.

  • Windows
  • Mac
  • Outlook Web

You can customize the order of actions in the ribbon when composing a new email.

  1. Open a new mail window.
  2. Right-click in any empty space in the ribbon.
  3. Click Customize the Ribbon.
  4. To change the order of the Tresorit button, select Tresorit in the right panel.
  5. Click the up or down arrows until the Tresorit button is in the desired spot.

If you’re using the new Outlook layout, you can customize the toolbar when composing a new email. Unfortunately, this is not available for the legacy Outlook design, so if you’re having issues using our add-in, we recommend you switch to the new layout.

  1. Start composing a new message.
  2. In the top toolbar, click ..., then select Customize toolbar.
  3. Drag and drop the Tresorit icon to your desired location (we recommend you put it before Attach).
  4. Click Done.

In Outlook Web, you can customize the toolbar when composing a new email.

  1. Go to Settings > Email > Customize actions.
  2. Scroll down to the bottom.
  3. In the Toolbar section, make sure that Tresorit is checked.
  4. Now you can access Tresorit from the bottom toolbar when composing a new email.

Pin Tresorit for Outlook to your sidebar

You can pin the Tresorit add-in to your sidebar to open automatically when you start composing a new mail.

    1. Open the Tresorit add-in so that it appears in the sidebar.
    2. Click the Pin icon in the top right corner of the sidebar, right beside the close icon.
    3. That’s it! From now on, the Tresorit add-in will open automatically anytime you start composing a new email.

Still have questions left? Drop us a line

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