Background

Worldox integrates very tightly with ShareFile, allowing several different levels of integration:

• Ad-hoc secure delivery of a small number of files, using the ShareFile add-in for Outlook along with Worldox's hook technology

• Full web portal publishing - multiple files for multiple recipients, using the Trumpet Publisher application and 'Send To' commands from within Worldox

• Full bulk document assembly, processing, auto-filing and delivery, using the Assemblage application

Details

Ad-hoc delivery of a small number of files

The ShareFile add-in for Outlook provides a convenient way to securely deliver documents to others, without the overhead of attaching files to emails:

How To Enable

Trumpet Sites

If your firm uses Trumpet's standard Worldox configuration, use the Integrate Worldox With Other Applications instructions to enable the Outlook 2007!Send With ShareFile integration point (it says 'Outlook 2007', but will also work for Outlook 2010)

Non-Trumpet Sites

If your firm does not use Trumpet's standard Worldox configuration, the following 'hook' definitions can be added to your system (you may want to ask your Worldox VAR about helping you with loading these definitions into your system):

WDHOOK32.INI settings:

[Outlook 2007!Send With ShareFile]
Active_Trigger=1
ModuleName=OUTLOOK
ApplicationClass=rctrl_renwnd32
PopupClass=#32770
PopupTitle=Open
Process_Type=1
MessageID=71

WDHOOK.INI settings:

[Outlook 2007!Send With ShareFile]
ApplicationName=Outlook
Title=Outlook 2007-2010 - Attach File(s) With ShareFile
;TestIfOpen=0
NotForEdit=1
AfterPath=\n\w\w\w
Macro=\vf\n
CancelMacro=\c
MaxLen=8092
Attach=1
Quotes=1

[Outlook 2007!Send With ShareFile Loop]
MaxFiles=255
;Separator=;