SharePoint is a powerful tool for collaboration and document
management within an organization. This guide will walk you through the basics
of sharing documents, adding owners and members, and sharing with external
guest contacts.
Steps to Share Documents in SharePoint:
1. Navigate to Your Document Library : Go to your SharePoint site and click on the document library where your document is stored.
2. Select the Document : Click on the document you want to share.
3. Click on the Share Button : In the top menu, click on the "Share" button.
4. Set Permissions :
- Add People : Enter the email addresses of the people you want to share the document with.
- Set Permissions : Choose the level of access you want to grant (e.g., "Can edit" or "Can view").
5. Send Invitation : Click "Send" to send an email invitation to the recipients.
Video Tutorial : [How to Share Documents in SharePoint](https://www.youtube.com/watch?v=hggG4MTeFBs)
Adding Owners and Members
Steps to Add Owners and Members to Your SharePoint Site:
1. Go to Your SharePoint Site : Open your SharePoint site.
2. Site Settings : Click on the settings gear icon in the top right corner and select "Site permissions".
3. Invite People :
- Add Members : Click on "Invite people" and then "Add members to group". Enter the email addresses of the people you want to add as members.
- Add Owners : If you want to add owners, click on "Advanced permissions settings", then "Check permissions", and enter the email addresses. Change their permission level to "Full Control".
4. Send Invitation : Click "Share" to send an invitation to the new members or owners.
Video Tutorial : [How to Add Owners and Members in SharePoint](https://www.youtube.com/watch?v=4h6KnT_1d0E)
Sharing with External Guest Contacts
Steps to Share with External Guest Contacts:
1. Enable External Sharing : Ensure that external sharing is enabled for your SharePoint site. You may need to contact your SharePoint administrator if you do not have the necessary permissions.
2. Navigate to Your Document Library : Go to the document library where your document is stored.
3. Select the Document : Click on the document you want to share.
4. Click on the Share Button : In the top menu, click on the "Share" button.
5. Invite External Guests :
- Add People : Enter the email addresses of the external guests you want to share the document with.
- Set Permissions : Choose the level of access you want to grant (e.g., "Can edit" or "Can view").
6. Send Invitation : Click "Send" to send an email invitation to the external guests.
Video Tutorial : [How to Share Documents with External Users in SharePoint](https://www.youtube.com/watch?v=2G3JK3eArSc)
Useful Resources and Tutorials
Here are some additional resources to help you get the most out of SharePoint:
- [Microsoft SharePoint Help & Learning](https://support.microsoft.com/en-us/sharepoint)
- [SharePoint Training Center](https://docs.microsoft.com/en-us/sharepoint/training)
- [SharePoint Online Essential Training on LinkedIn Learning](https://www.linkedin.com/learning/sharepoint-online-essential-training)
By following these steps, you'll be able to effectively manage and share documents within your SharePoint site, as well as collaborate with both internal and external users.
Feel free to reach out if you have any questions or need further assistance!