Setup Help - Steps
Step 1 - Complete the Registration Form
You will need to provide your SharePoint Online domain (or your root URL e.g. ) and some other details like contact details.
You won't need to provide any payment information, the first 30-days are free. If you want to continue using Captisium Universal File Handler we will issue an invoice to you for payment towards the end of your free month, so you can continue using the service without interruption. More Information...
Sign-up now for your 30-Day FREE trial!
Step 2 - Consent to the Azure AD Permissions
IMPORTANT: It can take upwards of 4 - 8 hours for your Modern Consent to allow the Captisium Universal FIle Handler to appear for the domains that you consent to.
If you are using Modern look SharePoint Online or OneDrive for Business, you will need to consent to the Captisium Universal File Handler's access to your resources. This is an automated process. You must be a domain administrator within the Azure Active Directory (AAD) that is used to manage your SharePoint Online instance permissions, within the same domain as the users that you are consenting for. (See Multiple Azure AD Domains below for more information)
The Azure AD Consent model is used for Modern look SharePoint, OneDrive for Business and Outlook web app consent. We have a special SharePoint Add-In for Classic Look sites and libraries. Both applications work together to ensure a consistent process for users regardless of the style of the site they are using. (See SharePoint and OneDrive for Business Classic Look SharePoint Add-In below for more information)
Once you register in the step above, we will send you an email with the next steps and the URL that you will need to visit to authorize the Captisium Universal File Handler for your organization and to download the SharePoint Add-In for your SharePoint App Catalog.
Multiple Azure AD Domains
IMPORTANT: Larger organizations may have many domains in their Azure Active Directory. The Captisium Universal File Handler's authentication is domain-based. You will need to ensure that consent is provided for EACH DOMAIN if you want the users of the domain to have access to the Captisium Universal File Handler.
Sample User Licensing
User Licensing in this example
1st day of the billing cycle, you are billed for 100 users.
On day 10 of your billing cycle you increase the number of licenses to 150 users.
You will be billed (assuming a 30 day month)
(50 X 1.99) / 30 (Days) X (30 (Days) - 10 (Days)) = USD$66.34
On the 1st day of your new billing cycle you will be billed for 150 users.
At the start of the billing cycle (1st day), you had 100 user licenses.
You will be billed for 100 user licenses.
On the 3rd day of the billing cycle, you adjust the number to 50 user licenses.
This will not take effect until the next billing cycle.
The number of users will change on the 1st day of new billing cycle to 50 users.
You will be billed for 50 user licenses.
SharePoint Online Site URL
Consent for External Users
If you are sharing your SharePoint Online libraries with external users, they may appear to be at gmail.com or hotmail.com, but they will in fact have an entry in your Azure AD Corporate Directory. It is the Corporate Directory that is used by SharePoint Online to determine who the users are and the access that they are granted.
A non-Admin user providing consent
Consent for the Captisium Universal File Handler for an organization can only be granted by an admin user within the Azure AD that the user is consenting for. That is, if the user is firstname.lastname@example.org, they are granting consent for somedomain.com.
SharePoint and OneDrive for Business Classic Look SharePoint Add-In
For classic look sites and libraries, we have a SharePoint Add-In. You will be able to install this into your SharePoint Online App Catalog and then deploy it to the sites that contain classic libraries, so you can use the Captisium Universal File Handler with those sites and libraries too.
Consent for Classic Look Sites and Libraries using SharePoint Add-In
Step 3 - Install the Client-Side Application
Our Microsoft Windows (7 [see Windows 7 Notes below], 8.1 and 10) client-side application does all the heavy lifting for you. It can be configured for one (or more) SharePoint Online domains and then it's ready to go.
For detailed help documentation and installation advice, go here.
For the End-User License Agreement, go here.
Setup your local credentials
The first time you run the Captisium Universal File Handler client, you will be asked to enter your SharePoint online credentials. Your credentials allow the client to upload and recover files that you work with from your SharePoint libraries.
Step 4 - Ready to go
Once you have completed all these steps, and the Captisium Universal File Handler has propagated to your Azure Active Directory, you will start to notice all the icons appearing next to your SharePoint files in your lists and libraries. This means your Modern Sites are up and running.
Custom Icons appear next to your files in your lists and libraries
You have non-native file extensions available
You will see an Open option for your non-native files
Click with Captisium to open the file.
[Windows 7 Notes]: Windows 7 officially concluded end-of-life on the 14th of January 2020. Many corporate clients are still running this now very old operating system and as such we are supporting the Captisium Universal File Handler client-side application until at least 14th of July 2020, to give those organizations an additional six-months to transition. After this time, while the Captisium Universal File Handler Client-Side Application may well run as expected on Windows 7 computers, it will no longer be supported and any new changes will not be tested on this platform.