Share Excel workbooks securely via OneDrive, SharePoint, or email involves different procedures and considerations. Here’s how to do it securely using each method:
- Share via OneDrive:a. Save your Excel workbook to your OneDrive account.b. Open the workbook in Excel Online or Excel for Microsoft 365.c. Click on the “Share” button in the top-right corner of the screen.d. Enter the email addresses of the people you want to share the workbook with.e. Choose whether you want them to have edit or view-only access.f. Optionally, you can set an expiration date for the sharing link and require sign-in to access the workbook.g. Click “Send” to share the workbook securely.
- Share via SharePoint:a. Upload your Excel workbook to a SharePoint document library.b. Navigate to the document library where the workbook is stored.c. Click on the ellipsis (…) next to the workbook and select “Share.”d. Enter the email addresses of the people you want to share the workbook with.e. Choose whether you want them to have edit or view-only access.f. Optionally, you can set an expiration date for the sharing link and require sign-in to access the workbook.g. Click “Share” to share the workbook securely.
- Share via Email:When sharing Excel workbooks via email, it’s essential to consider security measures to protect sensitive data. Here are some best practices:a. Encrypt the Excel workbook before attaching it to the email. Most email clients offer the option to encrypt attachments to ensure that only the intended recipient can access the file.b. Password-protect the Excel workbook to prevent unauthorized access. Set a strong password and share it with the recipient securely, preferably through a separate communication channel.c. Avoid sending sensitive data via regular email attachments whenever possible. Instead, consider using secure file-sharing platforms or encrypted email services to transmit confidential information securely.d. If you must send the Excel workbook as an attachment, double-check the recipient’s email address to ensure that it’s correct. Sending sensitive data to the wrong recipient can lead to data breaches and privacy violations.
By following these guidelines, you can securely share Excel workbooks with colleagues, clients, or partners via OneDrive, SharePoint, or email while protecting sensitive information from unauthorized access or interception.