Example: Collaborating on Company Documents
Best Practices: Collaborating on Company Documents
Whether your team is drafting a proposal or sharing assets with an external client, managing attachments via email can quickly become disorganized. By utilizing the built-in file sharing features, you can create central repositories for your team and securely distribute documents to outside partners.
Step 1: Create an Internal Shared Folder
To collaborate with your colleagues, you can share folders with other members of your organization. Folder sharing is restricted to internal use only, meaning you can only share folders with users within your domain.
Set the folder permissions to "Write and delete" or "Manage" so your team can upload, view, and organize files in a central location. When a folder is shared with a colleague, it will automatically appear under the "Shared" section in their file navigation sidebar.
Step 2: Co-Edit Documents in Real Time
If your team is using Enhanced mailboxes, you do not need to download files to make changes. Users with Enhanced mailboxes can edit and collaborate on Word documents, spreadsheets, and presentations in real-time directly within the webmail interface.
Step 3: Share Files with External Clients
When the document is ready for client review, you do not need to send a massive email attachment. You can share individual files with internal or external collaborators by creating secure, time-limited download links.
Right click the file to generate a link, and configure the access level to "Download only" or "View in browser". You can then safely email or chat this secure URL to your client.