OneDrive. How to share files with an external partner using OneDrive?
How to 1 4
Create a B2B (guest)
account for an external
partner: in this form fill
in the person’s name,
share files
their email and select an
expiration date. Once the
account is created, you
will get an email from IT
with an
Service Portal.
* The guest account is valid for
no longer than 3 months, but
external
the procedure of prolonging it is
simple and quick.
2 It’s recommended to
partner
create a special folder
you will use to exchange
files with this partner. This
folder must be located in
using
the folders synchronized
with OneDrive (ex:
Desktop or Documents)
OneDrive? 3 Put one or more files
in this folder. These
files will be visible to the
external partner. You will
need to wait until the files
are uploaded to OneDrive
(cloud storage).
Information Technology
Right-click on the
folder icon, select
“Share” - enter the email
of the guest account -
press “Send”.
5 The external partner
will get an email with
the link to the files and all
the instructions they have
to follow to download
them.
6 Once the files are
accessed by the
partner, you’ll be notified
via email that the file
transfer has been
completed.
7
Leave your feedback
using this survey (4
questions only)
You can use the created
folder to share files with
the partner in future.
Full process is also
covered in KB18122
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