How to securely share files outside your business

Опубликовано 7 июля 2020, 13:00

In Microsoft 365 Business Premium, it's easy to share files with people in your organization, but sometimes you will also need to share with people outside your organization. To share files securely with your customers, you can send a secure link.

• In the “Documents” library on your SharePoint site, create a new folder.
• Then add the files you want to share and work on with your customer. You can create them here or upload them from your computer.
• When finished, return to the folder you created and select the “Share” button.
• For the people you want to share it with, choose “Specific people,” then “Allow editing” and “Apply.”
• Now type your customer’s email address and include a message for them. Then “Send.”
• Your customer will receive an email with a link to the shared folder. This takes them to the SharePoint page where they’re asked to send a code to themselves.
• Select “Send Code,” then return to the inbox.
• Open the email and copy the verification code, return to the SharePoint page and paste it in. Then select “Verify.”
• Your customer can now see and edit the files you shared with them.

To learn more, visit the Microsoft 365 Training Center: msft.it/6000Tlp3u
Check out more training videos to learn how to set up and manage your business on Microsoft 365 Business Premium: msft.it/6001Tlp3R

*Note: Microsoft 365 Business is now Microsoft 365 Business Premium. New name, same great value, same price.

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