This guide outlines the sharing experience for an internal staff member. If you're interested in the external participant experience (from a recipient perspective), check out this guide: https://crossthedivide.zendesk.com/hc/en-us/articles/41036018053140-Guide-to-Accessing-a-File-or-Folder-that-has-been-Shared-with-Me
To start the sharing process, open Microsoft Edge and navigate to your OneDrive / Sharepoint. Find the file or folder you want to share, and click the three dots next to it. Then click Share. Screenshot is below:
Enter the email of the person you'd like to share with (this can be an internal or external person). Select the level of access you'd like for the recipient. If desired, you can add a short note for the recipient - they'll see this when they receive the invitation to access. Click Send when you are ready to send the sharing link. The recipient should hold on to this email, as it's got the link they'll need to follow for access. Here's a screenshot:
You'll receive a confirmation that you've invited the person to the shared file or folder. Here's a screenshot:
If you or the recipient notice any issues with this sharing workflow, please let the Helpdesk know. While we can't provide direct tech support to external parties, we can work with you internally on a test sharing workflow to verify the above process is working as intended.
Happy collaborating!
Comments
0 comments
Article is closed for comments.