Knowledgebase

Sharing Spreadsheets Safely Print

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Collaboration and control.

THE PROBLEM

Several people editing, versions multiplying, nobody knowing which is current.

WHAT TO DO

One file, in shared storage, rather than copies by email Clear ownership of who may change what Protection on formula cells

WHAT TO AVOID

Emailing versions Two people editing the same file locally Nobody knowing which copy is authoritative

WHAT TO PROTECT

Formulas and structure.

Allow entry where entry is needed, and nothing else.

WHAT TO CONSIDER

Whether everyone needs edit access, or only view.

Most need view.

WHAT TO CHECK BEFORE SHARING

What the file contains: hidden sheets, old data, personal information.

THAT LAST POINT

Spreadsheets shared externally frequently contain more than intended.

Check hidden rows, columns and sheets.

WHAT TO REMOVE BEFORE SENDING EXTERNALLY

Anything not required Personal data, unless necessary

WHAT TO KEEP

A record of who has access.

WHAT TO REVIEW

Sharing settings, periodically.


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