General Issues

How to share a file or folder

Creation date: 9/4/2025 3:37 PM Updated: 9/4/2025 3:37 PM email files share

Attaching a file to an email, especially one with sensitive information in it, is never a good idea. It's always best to share a link instead. This allows for multiple people to work on a document at the same time, and it can ensure that only the appropriate people have access to the file.

1. Save the file to a SharePoint folder, or your Documents folder and wait for it to finish syncing. The blue cloud icon on the lower right will let you know if it's syncing.

2. Right click on the file and Share.

3. Click the gear icon to change the link settings.

4. Hover over each i icon to see what each option does. If the file contains sensitive info you want to send to an external person, the best option is People you choose.

5. Under More settings, click the drop-down to adjust the permissions they should have with the file. It defaults to Can view, which will prevent them from making changes to the file. Then click the Apply button.

6. Either enter in the names/email of who you want to send it to or Copy link to paste into an email message you'll send.

How to share a file or folder

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