EFT Outlook Add-In Interface

The EFT Outlook Add-In allows you to send files from Outlook for pickup via a secure link.

When the user interface is enabled, the EFT Outlook Add-in options are available in Outlook:

When you create a new email, the EFT Outlook Add-In options appear:

• If the EFT Outlook Add-in does not appear in Outlook, refer to Enabling or Disabling the Outlook Add-In.

• If the EFT Outlook Add-in options are grayed out, check the following:

• • The account used to connect to EFT is not valid. Be sure that an EFT user account is used to connect to EFT.

  • The Add-in is unable to communicate with the EFT server. This could be caused by a number of issues, including incorrect connection information, invalid or blocked user account, or blocked IP address from multiple invalid connections.

  • Outlook Add-in is disabled in Outlook or in EFT.

Related Topics

• Installing the EFT Outlook Add-In

• Workspaces for Outlook