SharePoint (Classic Sites) - Sharing a folder or document with someone outside the company Tutorial
In this video, you will learn how to share folders or documents with people outside your company.
It is important to consider your company's strategy and permissions before sharing with external parties.
By default, document libraries inherit permissions from your SharePoint site, but you can change them for each folder or document.
It is recommended to define overall permissions for your site and share it entirely for better security.
Creating dedicated SharePoint sites for each work team or project is also advised.
To share a folder or document, you can use a username sharing link and specify whether the recipient can edit or download the document.
The recipient will receive an email with a link and an access code to authenticate.
They can share the document with others who already have access and may also download or delete it, depending on the permissions granted.
Keep in mind that recipients can transfer the email and access code to others.
Regularly check and manage permissions using the manage access panel.
This tutorial will help you effectively share files and folders with external parties while maintaining security.
- 3:44
- 2920 views
-
SharePoint (Classic Sites) - Sharing a folder or document with someone outside the company
- 3:44
- Viewed 2920 times
-
SharePoint (Classic Sites) - Targeting content using a specific audience
- 3:35
- Viewed 2935 times
-
SharePoint (Classic Sites) - Checking the granted shares
- 2:27
- Viewed 2877 times
-
SharePoint (Classic Sites) - Restoring an earlier version of your document
- 1:50
- Viewed 3045 times
-
Teams - Restrict a document to reading only
- 1:03
- Viewed 3215 times
-
Teams - Create and manage team channel
- 1:51
- Viewed 3399 times
-
SharePoint (Classic Sites) - Creating a permission group
- 3:53
- Viewed 2738 times
-
SharePoint (Classic Sites) - Creating a personalized permission level
- 2:46
- Viewed 2920 times
-
Protect a document shared by password
- 1:41
- Viewed 9587 times
-
How do I prevent the transfer of an email?
- 2:07
- Viewed 8723 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 4890 times
-
How do I block a sender?
- 1:01
- Viewed 3822 times
-
How do I share a document securely with Outlook?
- 1:49
- Viewed 3549 times
-
Create and manage team channel
- 1:51
- Viewed 3399 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3341 times
-
Manage permissions
- 1:10
- Viewed 3255 times
-
Restrict a folder/document to certain members of your team
- 1:49
- Viewed 3231 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3218 times
-
Restrict a document to reading only
- 1:03
- Viewed 3215 times
-
How do I recognize a fraudulent email?
- 2:01
- Viewed 3054 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3045 times
-
Targeting content using a specific audience
- 3:35
- Viewed 2935 times
-
Creating a personalized permission level
- 2:46
- Viewed 2920 times
-
Checking the granted shares
- 2:27
- Viewed 2877 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 2876 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2832 times
-
How to protect an email by encryption?
- 2:41
- Viewed 2784 times
-
Creating a permission group
- 3:53
- Viewed 2738 times
-
Ensure data security during a Teams meeting
- 1:48
- Viewed 2652 times
-
General security practices in Outlook
- 1:03
- Viewed 2621 times
-
Manage permissions
- 1:03
- Viewed 1643 times
-
Understand and Secure Information Sharing in Instant Messaging
- 2:38
- Viewed 1047 times
-
Manage Privacy in Private Channels
- 2:34
- Viewed 839 times
-
Restrict a Document to Certain Team Members
- 1:50
- Viewed 831 times
-
Secure Teams Upon Creation
- 2:57
- Viewed 808 times
-
Secure a Shared Document with a Password
- 1:28
- Viewed 796 times
-
Restrict a Document to Read-Only
- 0:58
- Viewed 793 times
-
Check Granted Shares
- 00:48
- Viewed 449 times
-
Modify Sharing Rules
- 00:53
- Viewed 384 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 382 times
-
Recover deleted items
- 01:09
- Viewed 380 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 368 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 356 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 339 times
-
Block a sender
- 01:54
- Viewed 297 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 255 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 220 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 219 times
-
Share a document securely with Outlook
- 02:21
- Viewed 219 times
-
Protect an email by encrypting
- 01:10
- Viewed 217 times
-
Identify a fraudulent email
- 02:06
- Viewed 217 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 199 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 187 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 154 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 60 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 64 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 79 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 75 times
-
Copilot at the service of project reports
- 02:36
- Viewed 66 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 63 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 105 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 68 times
-
Project mode
- 01:31
- Viewed 70 times
-
Create an agent for a team
- 01:53
- Viewed 119 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 120 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 67 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 120 times
-
Copilot Studio agent settings
- 01:33
- Viewed 63 times
-
Add new actions
- 01:54
- Viewed 117 times
-
Create a first action
- 01:59
- Viewed 115 times
-
Manage topics
- 01:51
- Viewed 94 times
-
Manage knowledge sources
- 01:11
- Viewed 64 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 111 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 171 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 173 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 177 times
-
Introduction to Planner
- 00:56
- Viewed 185 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 173 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 181 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 246 times
-
Introduction to Sway
- 01:53
- Viewed 156 times
-
Introducing to Word
- 01:00
- Viewed 176 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 158 times
-
Create a call group
- 01:15
- Viewed 223 times
-
Use call delegation
- 01:07
- Viewed 142 times
-
Assign a delegate for your calls
- 01:08
- Viewed 217 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 145 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 152 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 183 times
-
Block unwanted calls
- 01:24
- Viewed 149 times
-
Disable all call forwarding
- 01:09
- Viewed 155 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 141 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 136 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 158 times
-
Manage voicemail messages
- 01:55
- Viewed 206 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 224 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 134 times
-
Manage simultaneous calls
- 01:52
- Viewed 144 times
-
Support third-party apps during calls
- 01:53
- Viewed 177 times
-
Add participants quickly and securely
- 01:37
- Viewed 141 times
-
Configure call privacy and security settings
- 02:51
- Viewed 139 times
-
Manage calls on hold
- 01:20
- Viewed 148 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 137 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 148 times
-
Draft a Service Memo
- 02:33
- Viewed 194 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 181 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 267 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 235 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 93 times
-
Other Coaches
- 01:45
- Viewed 194 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 180 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 171 times
-
Configure a Copilot Agent
- 02:39
- Viewed 166 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 163 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 181 times
-
Process text
- 01:03
- Viewed 169 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 178 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 199 times
-
Create an image with Copilot
- 00:42
- Viewed 295 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 193 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 191 times
-
Chat with Copilot
- 00:50
- Viewed 178 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 273 times
-
Data Privacy in Copilot
- 00:43
- Viewed 193 times
-
Access Copilot
- 00:25
- Viewed 297 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 206 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 198 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 192 times
-
Generate the email for the recipient
- 00:44
- Viewed 184 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 201 times
-
Date and Time Function
- 02:53
- Viewed 182 times
-
Logical Function
- 03:14
- Viewed 275 times
-
Text Function
- 03:25
- Viewed 210 times
-
Basic Function
- 02:35
- Viewed 174 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 199 times
-
Introduction to Power Fx
- 01:09
- Viewed 176 times
-
The New Calendar
- 03:14
- Viewed 298 times
-
Sections
- 02:34
- Viewed 183 times
-
Customizing Views
- 03:25
- Viewed 179 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 296 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 154 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 187 times
-
Use the narrative Builder
- 01:31
- Viewed 234 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 193 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 204 times
-
Share a document with copilot
- 00:36
- Viewed 192 times
-
Configurate a page with copilot
- 01:47
- Viewed 194 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 959 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 207 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 235 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 298 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 368 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 349 times
Objectifs :
This video aims to guide users on how to share folders or files from their SharePoint site with external parties while emphasizing the importance of adhering to company policies regarding external sharing.
Chapitres :
-
Introduction to Sharing in SharePoint
In this section, we will explore the process of sharing folders and files with external parties using SharePoint. It is crucial to understand that sharing with individuals outside your organization is contingent upon your company's sharing strategy. -
Understanding Permissions
Before sharing, it's important to note that document libraries and their contents inherit the permissions set for the SharePoint site. While you can modify permissions for individual folders or documents, it is advisable to establish clear overall permissions for the site to enhance security. This approach simplifies the management of permissions, allowing for easier modifications at the site level rather than on a document-by-document basis. -
Best Practices for Site Organization
To maintain an organized structure, it is recommended to create dedicated SharePoint sites for each work team or specific project. This prevents the complications that arise from consolidating all organizational activities into a single site, which can lead to a chaotic environment with numerous documents and permissions. -
Sharing Specific Documents or Folders
If you need to share a specific folder or document with someone outside your company, you can do so by generating a sharing link. You have the option to share with specific individuals, allowing them to edit or view the document, and you can also restrict the ability to download it. Once shared, the recipient will receive an email containing the link to access the document. -
Authentication and Access Codes
Upon clicking the link, the recipient will receive an access code via email, which is valid for 15 minutes. If multiple documents are shared from the same SharePoint site, the recipient will only need to enter the code once. Depending on the permissions granted, the recipient may share the document with others who already have access, download a copy, or delete it. -
Managing Access and Permissions
It is essential to regularly check the permissions of your files or folders using the manage access panel. This tool allows you to see who has access to your files and revoke permissions that are no longer necessary. Be mindful that employees can transfer the email containing the document link and access code to others, so regular audits of permissions are advisable.
FAQ :
How can I share a document in SharePoint with someone outside my organization?
To share a document with someone outside your organization, you can create a sharing link and specify whether the recipient can edit or download the document. An access code will be sent to the recipient for authentication.
What are the risks of sharing documents externally?
Sharing documents externally can lead to unauthorized access if the recipient shares the link or access code with others. It's important to regularly check permissions and manage access to ensure security.
Can I change permissions for individual documents in SharePoint?
Yes, you can change permissions for individual documents or folders, but it is recommended to set overall permissions for the site to simplify management.
What happens if I deactivate the edit and download options for a document?
If you deactivate the edit and download options, the recipient will only be able to view the document without making any changes or downloading a copy.
How long is the access code valid for?
The access code sent to the recipient is valid for 15 minutes.
Quelques cas d'usages :
Collaborating on a Project with External Partners
A marketing team can create a dedicated SharePoint site for a project and share specific folders with external partners. This allows for organized collaboration while maintaining control over permissions.
Managing Document Access for Temporary Employees
HR can use SharePoint to share onboarding documents with temporary employees. By setting specific permissions, HR can ensure that these employees have access only to necessary documents without compromising sensitive information.
Sharing Reports with Stakeholders
A finance team can share quarterly reports with stakeholders outside the organization. By using the sharing link feature, they can control whether stakeholders can edit or download the reports, ensuring data security.
Regularly Auditing Document Permissions
IT departments can utilize the Manage Access Panel to regularly audit who has access to sensitive documents. This helps in revoking permissions that are no longer needed and maintaining security.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Document Library
A location on a SharePoint site where you can create, collect, update, and manage files with other team members.
Permissions
Settings that determine what actions users can perform on SharePoint content, such as viewing, editing, or sharing documents.
Access Code
A temporary code sent to a user to authenticate their access to a shared document or folder, valid for a limited time.
Manage Access Panel
A feature in SharePoint that allows users to view and manage the permissions associated with files and folders.
External Sharing
The process of allowing users outside of your organization to access specific SharePoint content.
Inherit Permissions
A setting where document libraries and their contents automatically adopt the permissions set for the parent SharePoint site.