Sharing Files in SharePoint

B2B Folder Sharing in Cleo SharePoint

Overview

The default security policy for Cleo’s SharePoint and OneDrive environment prohibits sharing files and folders outside of Cleo. But there are some situations where B2B collaboration is legitimately required:

• Cleo Services teams collaborate with Customers and their Partners to collect requirements documents, test and sample data as part of an onboarding or other implementation projects, and
• Cleo Support collaborates with customers when working a support issue, typically to collect log files, support bundles, sample data or other information to help resolve the issue.

Cleo IT has created specific collaboration Sites for use by Professional Services and Support which have adjusted security policies to enable B2B collaboration for content stored in these Sites.

• ProfessionalServices for services collaboration with customers and their partners, and
• SupportFiles for support collaboration with customers.

Follow the steps below to create a new shared folder for B2B Collaboration:

Navigate to the SharePoint Site

Click on one of the links above or a similar bookmark. The top level directory of the site is displayed:

milar 

Create a New Folder

Click New Folder and enter the folder name for the company:

Share Folder B2B Collaborators

Click the share   icon for the new folder:

The Send link dialog opens. Change the permissions from Can view to Can edit:

Add the collaborators email address(es), an optional message, and click Send:

Collaborators Enroll

The people with whom you shared the folder will receive an invitation from SharePoint:

When the collaborator clicks Open, SharePoint will Request a Verification Code:

When the collaborator clicks Send Code, SharePoint waits for the code, which they will receive in a subsequent email from SharePoint:

Upload Files

Once verified, your collaborator sees a (usually empty) folder:

Click Upload File or Folder to upload a single file or an entire folder:

The upload progress indicator starts spinning:

Click the progress indicator for details:

Click Download to download the entire folder in a zip file:

Click a file to download it, or select specific file(s) to download them:

Note that if you select more than one file you will download a zip file containing the selected items.