How to Share a Document (including external users) in SharePoint


Resource: Share SharePoint files or folders (microsoft.com)

These instructions apply to our Microsoft Libraries, SharePoint in Microsoft 365.

Sharing files and folders in SharePoint is an effective way to collaborate with colleagues or external users. This guide walks you through the steps to share content from your SharePoint site.

Sharing SharePoint Files or Folders:

  1. Select a file or folder to share.
    • On your SharePoint site, go to the library where you want to share files.
    • Choose the file or folder you want to share by selecting its circle icon. Note: Sharing multiple items at the same time is not available. Instead, you can add the things you would like to share to a folder and then share the folder.
    • If you are using List view, select the circle on the left side of the item.
    • If you are using Tiles view, select the circle in the top right corner of the item.
  2. Select Share iconShare.
    • If the selected file or folder is shared with someone already, there is a Shared with list at the bottom. Each image is either the profile photo of an individual or the initials of a group that the file has been shared with. If you want to edit the access level for an individual or group, select a photo or group initials to open Manage Access.
    • If the selected file or folder is not currently shared with someone, there will not be a Shared with list.

Manage access option with SharePoint sharing

  1. Choose Sharing Options
    • Share with Specific People
      • Choose this option if you want to send an email invitation to people or groups and keep track of who you invited. This also lets you remove permission for specific individuals or groups later if you need to. You can share with specific people by specifying: A) your recipients and B) their permissions in relation to the file or folder.

Sharing permissions with SharePoint

 

      • Add recipients: Start typing the email addresses or contact names of the recipients whom you want to share the file or folder with.
      • Specify permissions: Use the pencil icon to specify permissions: Can edit, Can view, or Can’t download. For Word documents, you can use the Can review option to let someone add comments and suggestions but prevent them from making edits.
      • Include a message, if preferred, and select Send.
    • Share by Using “Copy Link”
      • Choose this option to share items with several people. Anyone who gets the link can view or edit the item, depending on the permission you set. Users with the link cannot upload new items. Keep in mind that the link can also be forwarded and sign-in is not required.
      • Next to Copy Link, select the Link settings gear icon to open the settings.
      • To change the link permissions, select the option to whom you want to give access to the link:

Copy link permissions options with SharePoint

      • People in <Your Organization> with the link gives anyone in your organization who has the link access to the file, whether they receive it directly from you or forwarded from someone else.
      • People with existing access can be used by people who already have access to the document or folder. It does not change any permissions, and it does not share the link. Use this if you just want to send a link to somebody who already has access.
      • People you choose gives access only to the people you specify, although other people may already have access. If people forward the sharing invitation, only people who already have access to the item will be able to use the link.
      • Under More settings, you can set any of the following options: Can edit, Can review, Can view, Can’t download, Set expiration date, and Set password. Definitions of each option can be found at this Microsoft SharePoint Support Site.
      • Once you have set your link settings and permissions, select Apply.
      • Select Copy link. Paste the link and send it in an email or message.

Managing Shared Links: