1.0 Overview

The OpenText Filr Plugin for Microsoft Office and Outlook enables you to work with files in your My Files area of the Filr server directly from a Microsoft Office 2016, 2019, 2022and Office 365 applications such as Excel, Word, Outlook, or PowerPoint. This functionality is only available if your Filr Administrator has enabled this functionality on the appliance.

For information about installing this plugin, see Section 2.0, Installing the Filr Plugin for Microsoft Office and Outlook.

After installing this plugin, you can use the Microsoft applications as follows:

  • Microsoft Outlook: Browse local or Filr-based files and attach the files in an email. Depending on the policy settings, the files are either directly attached to the email or the files are first uploaded to the Filr server and the link of the uploaded files is then shared in the email. For more information about working with Filr files directly from Microsoft Outlook, see Section 4.0, Working with Filr Files Directly From Microsoft Outlook.

    NOTE:You can use the Outlook feature only if an Advanced-Edition license is installed on the Filr appliance.

  • Microsoft Excel, Word, PowerPoint: You can do the following:

    • Browse to a file that is located on a Filr server, open the file, edit it, and then save it back to the Filr server.

    • Create a new file and upload it to the Filr server.

    • Share a file with Filr users.

    For more information about working with Filr files directly from Microsoft Office application, see Section 3.0, Working with Filr Files Directly From Microsoft Office.