This tutorial will teach you how to use OneDrive to share files and folders with internal and external users securely. You will also learn how to get OneDrive shared folders to sync with your Windows Explorer.
These days, more and more people prefer to keep their files in online storages rather than on computers or local networks. Indeed, it's very handy to have one hub for all your files, sync them across multiple devices, share with other people and work together at the same time. A variety of online file storage systems such as Dropbox, Google Drive, and iCloud exist but only OneDrive is integrated directly into Windows 10.
Like most other online storages, OneDrive was designed with collaboration in mind, and they strived to make the sharing process easy and intuitive. However, there are some caveats to take notice of, especially when adding and syncing shared files to your computer.
OneDrive home or personal provides just two options: anonymous sharing with anyone and sharing with specific people. Below we will cover each one in depth.
This option enables you to share documents with many people, even those you don't know personally. You can include such links in your newsletters or post to social media networks such as Facebook, Twitter, or LinkedIn. Depending on the permission you provided, anyone who has the link can view or edit the shared items.
Please keep in mind that it is the least secure method because the link can be forwarded to anyone and published anywhere without your consent or even knowledge, sign-in to OneDrive is not required.
To get a OneDrive sharing link, carry out these steps:
Selecting this option allows anyone to edit the shared files as well as copy, move, and delete anything in the shared folder.
Unselecting the box lets people view, copy, forward and download the shared items without signing in, but not modify them. So, if you do not want any changes to your OneDrive items, be sure to uncheck this box.
Now, you can paste the link in an email message, post it on social medial web-sites or wherever else.
When to use: choose this method to share items publicly or with lots of people.
When not to use: never use this way to share sensitive or confidential information.
To keep tighter control over your shared items, you can make the link only work for the people you specify. Here's how:
Tip. To quickly change the permissions level without opening the link settings, click the pencil icon and choose either Can edit (allows making changes) or Can view (read-only).
Note. The permissions you set apply to all recipients. If you want to let some people edit and others only view, then you will have to repeat the above steps for two groups of users with different permissions.
An email message like shown below is sent to the specified persons, and they will be able to access the documents via the embedded link.
When to use: always use this method to share sensitive information securely with OneDrive.
When not to use: won't work for sharing something publicly with unknown people.
The process of sharing OneDrive folders is exactly the same as sharing files.
Our recommendation is to share folders rather than files whenever possible, especially when you are providing Edit permissions. In this case, the recipients will be able to add a shared folder to their own OneDrive and get it synced with their computers automatically.
OneDrive for work or school covers four different scenarios allowing you to share documents with:
By and large, all the options are self-explanatory, though there are a few caveats that we'll discuss a little further.
As usual, you start with selecting the file or folder to share. On OneDrive for Business, the Share button appears next to the selected item and when you hover over a file or folder like shown below:
In short, you get a OneDrive share link to a file or folder that can be sent to anyone and published anywhere. The steps are exactly the same as on OneDrive home or personal, there are just a couple of differences in settings:
To share a certain file or folder with any person in your organization, use the People in <Your Organization> with the link option. Depending on what type of access you want to provide, select the Allow editing check box or leave it unselected, and click Apply.
When back at the primary Send Link dialog box, you have the following options to choose from:
Note. Permissions can be further restricted by your organization policies. For example, your company may let you decide whether to allow other people to download the shared files or not. In this case, you will see the Block download switch that can be toggled on or off.
This option creates a link that can be used by anyone who already has access to the shared item, without changing the current permissions. It's just a quick way to help people get to the file or folder shared with them.
The process of getting a link is basically the same as discussed above, so we won't waste your time by repeating the instructions :)
This feature gives you the most control over who can and who cannot access your items as the sharing link will only work for the people you specify. Unless restricted by your administrator, you can share with both internal users (people inside your organization) and external users (people outside of your organization).
The steps for using this option are essentially the same as on OneDrive home or personal, and you can find the detailed instructions here.
Note. When providing access to certain people, please keep in mind that other people may already have access to that file or folder. You can check this on the Manage Access pane.
If your OneDrive is synced to your computer, then you can easily share files and folders directly from Windows Explorer. Here's how:
OneDrive folders and files that someone has shared with you are displayed in the Shared list. Please keep in mind that Shared is a special view, not a folder, so it's not possible to move items out of it into your Files list. You can, of course, copy a shared file or folder to My files, but these will be two different items - any changes you make to the copy will not be reflected in the original item.
To make it more comfortable to work with a shared folder, you can add it to your Files list. This way, you will see the shared folder along with your own folders and will be able to easily move files between them. If your OneDrive is set to sync to your computer, the shared folders added to My files will be synchronized automatically, without any extra moves.
Traditionally, the implementation varies in different OneDrive versions :)
If you have the Edit permissions to a folder, you can add it to My Files in this way:
Select the folder and click Add to my OneDrive on the top menu. Or right-click the folder and choose the same option from the context menu.
To add a shared folder to My Files, select it and click Add shortcut to My files at the top of the page, or right-click the folder and pick this option:
Tips and notes:
When you sync your OneDrive content to a computer, by default, only the folders from My Files are added to your Windows Explorer. But what if you also want to sync folders that other people have shared with you?
To sync a shared OneDrive folder to your computer, use this amazingly simple trick that very few people know about:
That's all there is to it!
The folder will show up in your Windows Explorer under the name of your organization (Add-in Express in my case). The folder name will be preceded with the name of the person who shared it.
Note. This feature is only available on OneDrive for work or school. If you are using a personal account, you can add a shared folder to My files, then sync OneDrive with Windows, and you'll get the shared folder synced alongside your own folders.
If you are syncing shared OneDrive folders to your computer, you might want to disable the sync at some point, but you want to be sure that if you delete a shared folder on your PC, it will not be deleted on OneDrive of the owner.
To unsync a shared OneDrive folder, carry out these steps:
Note. After syncing has been turned off, online files will be removed from the folder, while the files that you opened on your computer (locally downloaded copies) will remain. To remove the folder from your Windows Explorer entirely, right-click on it, and choose Delete in the context menu. Before you do that, it'd be wise to double-check that syncing is really disabled, otherwise you may end up deleting the original folder from the owner's OneDrive.
These are the best practices for working with OneDrive shared folders and files. Your feedback is most welcome and will be much appreciated :)
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