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Purpose: Enable smooth, secure file sharing between our organization and trusted external partners (e.g., @partnerdomain.com) while minimizing access issues.

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✅ Who Can Share

🔒 Sharing Rules

✅ DO:

🔹 Share with exact email addresses (e.g., [email protected])

🔹 Use appropriate permissions (Viewer, Commenter, Editor)

🔹 Share folders for projects when possible

🔹 Tag partner users in comments (@[email protected])

🚫 DON’T:

❌ Use “Anyone with the link”

❌ Share via personal Gmail accounts

❌ Share files outside the project scope

📌 How to Share a File or Folder

  1. Right-click on the file/folder in Drive

  2. Select “Share”

  3. Enter partner’s email ([email protected])

  4. Set permission:

👁️ Viewer

💬 Commenter

✏️ Editor

  1. Click Send

💡 Optional: Add a message to explain the file’s context

📁 Recommended: Shared Project Folders

For consistent access:

🗂️ Create a top-level project folder

👥 Share it with all collaborators

📄 Store project files inside so access cascades down

🧪 Troubleshooting Access Issues

Problem Solution
“Request Access” received Double-check email accuracy & permissions
Partner can’t open file Ensure it’s not in Trash
Tagging didn’t work Confirm sharing settings allow access

💡 Pro Tips

⭐ Bookmark shared folders in your browser

🏷️ Use clear folder names like ClientName - ProjectName

🔐 Remove partner access when no longer needed