Getting information to others.
WHAT TO CONSIDER BEFORE SENDING
What the file contains Whether the recipient needs all of it How long they need access
WHAT TO USE
A sharing service with controlled access, rather than attachments.
WHY
Access can be limited and revoked. An attachment cannot.
WHAT TO SET
Access for specific people, not anyone with the link An expiry, where available View rather than download, where sufficient
THE LINK PROBLEM
A link that anyone can use is forwarded, indexed, and lives indefinitely.
WHAT TO CHECK BEFORE SHARING A DOCUMENT
Hidden rows, columns and sheets Tracked changes and comments Metadata Anything beyond what you intended to send
THAT LAST POINT
Documents frequently contain more than what is visible.
WHAT TO REVIEW PERIODICALLY
What you have shared and with whom.
Revoke what is no longer needed.
WHAT NOT TO DO
Share broadly for convenience.
