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CodeTwo - How to Add ShareFile Upload Here Link

Modified on: Wed, Jan 22 2025 7:02 PM

ISSUE:

  • Staff shows the generic Upload Here link in the CodeTwo signature
  • The Upload Here link is missing from the CodeTwo signature


RESOLUTON:

This solution only applies to staff with a CodeTwo signature

  • Create a new email (this can only be performed from a new email)
  • Locate and select the ShareFile icon on the New email toolbar


  • Select the drop-down arrow > Request Files arrow > Use Custom Settings


  • Select all options as noted below, especially the Files and links expiration of never > OK


  • In your email, right click over the Click here link that appeared > Select Copy Hyperlink
    • Do not copy all of the text, only the hyperlink


  • Navigate to the Code Two customizations site: https://user.codetwo.com/
  • Locate and select the Sharefile upload link field in the customization screen
    • If something is already in the field, delete it
  • Right click in the field > Select Paste
  • Once the hyperlink is pasted into the field > Select Save & Update
  • The link will show up on your next new email that you send
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