Self-Service

Add-ins and apps

On this page, various settings can be configured for using the Outlook add-ins.

Admin panel

This page is for managing FileCap administrators and accessing the administrator console.

Admin user settings

This is the menu at the top right after an administrator logs in to change their password and set up 2FA.

Attachment settings

Configure how FileCap should handle attachments here.

Backups

The backup facility for MSP: configure the backup strategy for individual customer environments here.

Business Rules (DLP)

Use Business Rules to prevent data breaches and support users in secure emailing

Company identity

This page provides the options for placing the FileCap environment entirely within the corporate identity.

Company passwords

An overview of the available "Company Passwords" and an option to create new ones.

Dashboard

The first screen after login that shows at a glance the current usage of FileCap.

FileCap API

All information regarding the FileCap API

Firewall rules

An overview of the firewall rules required for FileCap to communicate securely with the outside world.

Installation options Office 365 Add-in

This page describes the various installation options for the Microsoft 365 FileCap add-in.

Installation Options Outlook Add-in

Invites

An overview of the FileCap invitations sent.

License

This page shows the current license including validity date, type and number of licensed users.

Log viewer

On this page the FileCap server logging can be viewed. It can be filtered and exported.

Email

The settings for linking FileCap a the mail server for proper communication.

Portal access

Set how the FileCap web portal can be used here.

Portals

This screen displays a list of all FileCap clients active on this FIleCap MSP server.

Public invitations

Create new public invitations here or modify existing ones.

Remove the Office365 Web Add-in

How to remove the FileCap add-in from Microsoft 365

Resource usage

This allows FileCap to monitor the current disk usage of individual client environments and set up notifications.

SMS verification

The settings associated with using SMS authentication.

SSL

Configure the SSL certificate for the FileCap environment here.

Specific settings Outlook Add-in

System Requirements Office 365 Add-in

What is required to use the Microsoft 365 FileCap add-in

System Requirements Outlook Add-in

The system requirements for using the Outlook (classic) add-in (VSTO)

Text management

Customize notification texts here as you see fit or as per company guidelines.

Transfers

An overview of the FileCap messages sent.

Uninstall the FileCap Outlook Add-in

How to uninstall the Outlook add-in

Update

Schedule updates or implement them immediately.

Verification options

The various verification options can be set here.