Getting files to people.
WHAT TO USE
A sharing service with controlled access, rather than attachments, for anything substantial.
WHY
Access can be limited and revoked. An attachment cannot.
WHAT TO SET
Access for specific people rather than anyone with the link An expiry, where available View rather than edit, where sufficient
WHAT TO AVOID
Links anyone can use, which are forwarded and live indefinitely Emailing large attachments, which frequently bounce
WHAT TO CHECK BEFORE SHARING A DOCUMENT
Hidden rows, columns and sheets Tracked changes and comments Document properties and metadata
WHY
Documents frequently contain more than what is visible.
WHAT TO USE FOR ANYTHING SENSITIVE
An encrypted archive, with the password sent by a different route.
WHY A DIFFERENT ROUTE
Sending the password in the same message achieves nothing.
WHAT TO REVIEW PERIODICALLY
What you have shared, and revoke what is no longer needed.
WHAT TO PREFER FOR A DOCUMENT THAT SHOULD NOT BE EDITED
A portable document format.
