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

Estimated Time

Process

 

Detail

Step 1: Save file to OneDrive

Ensure files are saved in OneDrive.

Open OneDrive 

Step 2: Right click on document

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

Step 3: Change editing settings

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

Step 4: Type in email address

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

Step 5: Add text

Add an optional message. 

Step 6: Send

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

Step 7: Share file

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