External Client Sharing Portal SOP
- From your local office External Sharing Portal click the Get Started link to access the sites Document Library
- Select your respective Department folder and Client/Project subfolder. If your Client/Project folder is new you can choose New > Create Folder to add a new folder.
- Once your folder has been selected/created double click to open it
- Highlight the file you would like to share, if not already present you can upload a file
Select Upload and choose from files or folders from your local computer/onedrive - Locate your files or folders and select them, then hit Open
- Once the file is uploaded it will appear in the document list
- Once your document(s) are uploaded select your documents and hit Share from the document library menu
- In the Share window type the email address of the individual you are trying to share with;
- If you intend to share with multiple users select “People you can specify can view” and change to Anyone with the Link. Choose whether to allow editing, Set a password and Expiration Date (Mandatory)