How to share a OneDrive document

Overview

This procedure is used when you cannot send a document in outlook because the attached file is too large. 

In this procedure, you will learn how to link a OneDrive file to a client so they can view the documents required. 

Department

Difficulty

Very Easy: | Easy: | Medium: | Hard: | Very Hard:

Estimated Time

Process

 

Detail

Step 1:

Ensure files are saved in OneDrive.

Open OneDrive 

Step 2:

Right click on the file, folder or photos you want to share, and then select "share."

Step 3:

Choose if you want to allow editing by clicking on the dropdown arrow next to the pencil icon. 

Step 4:

Choose who you want the document to be sent to by typing in their email address. 

Step 5:

Add an optional message. 

Step 6:

Select "send." Everyone you share with will receive an email. 

Step 7:

The client will receive an email from you with a link to view the documents.