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eOverview

This guide contains the installation and user guide for Quatrix® for Outlook.

Quatrix for Outlook provides users the ability to share important data via email in an easy, convenient and secure way. Attachments are automatically uploaded to your Quatrix account and the link to the attachment is sent to the recipient in the body of the email. 

System Requirements

Quatrix for Outlook supports Microsoft Outlook 2010 and 2013.

Prerequisites

Each user can run only one installation of Quatrix for Outlook.

Installation Guide

To install the latest Quatrix for Outlook version:

  1. Download Quatrix for Outlook from our website or your Quatrix account.
  2. Completely un-zip or extract the downloaded file.
  3. Open the extracted folder and double-click the Setup.exe file to begin installation and setup. 
  4. The Setup Wizard dialog box opens.
  5. Click Next and read Quatrix for Outlook License Agreement.
  6. Accept our License Agreement and click Next.
  7. Select the location where Quatrix for Outlook will be installed on your PC.
  8. Click Next on the Confirm installation dialog box which begins the installation of Quatrix Plug-in.
  9. Click Close when the plug-in is installed.
  10. To use the updated Quatrix for Outlook  version you should reopen Microsoft Outlook.   

User Guide

When Quatrix for Outlook  is installed, Quatrix Account Details option appears in the Outlook. 

 Screenshot

To share files or folders using Quatrix for Outlook you should be a registered Quatrix user. 

 

 Note: there may be occasions when Outlook 2010 or 2013 fails to enable the Quatrix for Outlook . You should choose "Always Enable this add-on" for the Quatrix for Outlook in your Outlook settings, to prevent the plug-in from being disabled.

 

After clicking on the Account Details the following options appear: 

 Screenshot

  • Log in - use this option to log in to your Quatrix account.
  • Log out - use this option to log out of your Quatrix account.
  • Clear login credentials - this option is used to delete login credentials which are displayed on the login form. 
  • About ...- provides a brief description of Quatrix Outlook Plug-in. 

How to share files or folders using Quatrix Outlook Plug-in

You should follow a few simple steps to share Quatrix files or folders in Outlook.  

  1. Log in to your Quatrix account with your login credentials 

     Screenshot

  2. Create a new email and select the Attach option of Quatrix (see the screenshot below)

     Screenshot

  3. Select files or folders for upload. Uploading files are shown in the Quatrix Uploader window which is displayed in the bottom right corner. 

     Screenshot

  4. You can choose the share privacy level and additional options by clicking the Settings icon on the Quatrix Uploader window. 

     Screenshot

    Share Privacy Levels:.

    • Public - Anyone can download shared files.
    • Tracked - Any registered Quatrix users can download. Fully tracked.
    • Restricted - Only the registered email recipient can download.
  5. Send files. Your shared files/folders are displayed in the Sent items folder of Outlook and in the Outbox folder of your Quatrix account.

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