How to share file or folder with external users

Tags sharepoint

Description/What is it?

Do you need to collaborate on documents with other Departments or with an external user (outside the District)?

Prerequisite

Sharing is only allowed on Division/Department, Project or Program Team sites or via Shared Channels.

Would you like some self-help with this topic?

1) Go your document library

2) Click on the the 3 dots of the folder or file you want to share > Select Manage access
Uploaded Image (Thumbnail)


3) Click on the Share 
Uploaded Image (Thumbnail)


3) Type the guest email

Select the permission level (read or edit access)

Add a message (optional)

Click Send button

Uploaded Image (Thumbnail)


4) The external user will get an auto-email notification.  He/she will need to authenticate to access the folder or file.

📌 NOTE: Permissions expire every 90 days so you need to renew access if necessary.

When sharing files, ensure that you:

  • Grant access only to those who need it
  • Assign appropriate permission levels (View, Edit)
  • Review and update access regularly to maintain security
  • Remove access for individuals who no longer require it
100% helpful - 1 review