Sharing files in HCP Anywhere

When writing emails, you can use the Outlook Add-in to:

Create links to files already in your HCP Anywhere account
Create links to files on your computer
Convert file attachments into links.

Sharing files with HCP Anywhere lets you bypass any file limits that Outlook has. When you share a link, the HCP Anywhere file limits apply. The HCP Anywhere file limits are usually much higher than the file limits for Outlook.

The location in HCP Anywhere where the files upload and the type of link created depend on your HCP Anywhere Outlook Add-in settings. For more information, see Configuring the Outlook Add-in.

Note

Your company may have disabled link sharing or some of the link sharing features. For example, you may not be able to create public links, links that never expire, or links without access codes.
Your company may not have configured editing of Microsoft Office documents.
If your company has configured editing of Microsoft Office documents and you share a public link to a Word, Excel, or PowerPoint file, anyone can view and edit the file in Microsoft Office for the web.
Even if you share a public link to a folder that contains Microsoft Office files, no one can create or edit Word, Excel, or PowerPoint files in that folder.
When you share a link to a folder, you must enable at least one permission (view, upload, or both).
If you move, rename, or delete a file or folder, all the links to that file or folder become inactive. You can reactivate these links by restoring the item to its original name and location.

Procedure

Open a new email in Outlook.
In the HCP Anywhere section of the ribbon, select the way that you'd like to share:

Share Links

Share links to files already in your HCP Anywhere account. Once you click Share Link, you can configure the link on the left-side of the window that appears.

Convert Attachments

Convert any existing attachments in the email into links. Depending on how the Add-in is configured, this may automatically create a link or you'll be prompted to create a custom link and upload the files to a location of your choice in HCP Anywhere.

Upload and Create Links

Create links to files on your computer but not in HCP Anywhere. Depending on how the Add-in is configured, this may automatically create a link or you'll be prompted to create a custom link and upload the files to a location of your choice in HCP Anywhere.

Result

Once you've chosen a way to share, the links and, if applicable, the access codes appear in the body of your email.