External Sharing - How to share documents with customers outside the organization
To share files with your customers and work on documents together, use a specific link in Microsoft 365
From your SharePoint site, select the file or folder you want to share.
- Click Share.
- Click People you specify can edit.
Click Specific people.
Click Allow editing checkbox.
Click Apply.
In the Send Link window, enter your customer's email address, type a message, and click Send.
Your customer will receive an email with your message and a link to your files.
Information to your customer
Your customer will receive an email. If they can't find it, they should check their Spam folder.
In the email message, they will see a link to the shared file. This takes them to a SharePoint page where they are asked to send a code to themselves. Select Send Code, and then return to their Inbox.
Open the email and copy the verification code. Return to the SharePoint page and paste it in.
Click Verify.
Your customer can now see and edit the files you shared with them. You can work on these files together, add more files, or download files for the duration of the project.
- You will receive an email notification once the customer has open the shared file.
