How to Share Files in Microsoft Teams With External Users?

Last Updated: Feb 16, 2024 by

Microsoft Teams has become a popular collaboration tool for businesses, allowing teams to communicate and work together seamlessly. However, what happens when you need to share files with external users who are not part of your organization?

In this article, we will discuss how to share files in Microsoft Teams with external users and the best practices for collaboration.

Why Share Files in Microsoft Teams With External Users?

Collaboration is essential for any business, and with the rise of remote work, it has become even more critical. Microsoft Teams offers a platform for teams to communicate, share files, and work together in real-time. However, not all team members may be part of your organization.

External users, such as clients, vendors, or partners, may need to access and collaborate on files with your team. By sharing files in Microsoft Teams with external users, you can streamline communication and improve collaboration, leading to increased productivity and efficiency.

Benefits of Sharing Files in Microsoft Teams With External Users

  • Efficient Communication: By sharing files in Microsoft Teams, you can communicate with external users in real-time, eliminating the need for back-and-forth emails.
  • Centralized File Storage: All files shared in Microsoft Teams are stored in one central location, making it easier to access and collaborate on them.
  • Version Control: With Microsoft Teams, you can track changes made to files and access previous versions, ensuring that everyone is working on the latest version.
  • Secure Sharing: Microsoft Teams offers secure file sharing, ensuring that only authorized users have access to the files.

How to Share Files in Microsoft Teams With External Users?

Sharing files in Microsoft Teams with external users is a simple process. Follow these steps to share files with external users in Microsoft Teams:

  1. Add External Users to Your Team: Before you can share files with external users, you need to add them to your team. To do this, go to the “Teams” tab in Microsoft Teams and click on the team you want to add the external user to. Then, click on the “Add member” button and enter the external user’s email address.
  2. Create a Channel for External Users: Once the external user has been added to your team, you can create a channel specifically for them. This will allow you to share files and communicate with them without cluttering the main team channel. To create a channel, click on the “More options” button (three dots) next to the team name and select “Add channel.” Give the channel a name and click “Add.”
  3. Share Files With External Users: To share a file with external users, go to the channel you created for them and click on the “Files” tab. Then, click on the “Upload” button and select the file you want to share. Once the file has been uploaded, click on the “Share” button next to the file and select “Get a link.” You can then choose to share the link with specific people or anyone with the link.
  4. Set Permissions for External Users: When sharing files with external users, it is essential to set permissions to ensure that only authorized users have access to the files. To do this, click on the “More options” button (three dots) next to the file and select “Manage access.” You can then choose to give the external user “View” or “Edit” permissions.
  5. Collaborate on Files With External Users: Once the external user has access to the file, they can collaborate on it in real-time. They can make changes, leave comments, and even start a chat with team members to discuss the file.

Best Practices for Sharing Files in Microsoft Teams With External Users

While sharing files in Microsoft Teams with external users is a simple process, there are some best practices you should follow to ensure a smooth collaboration experience.

1. Use Channels for External Users

As mentioned earlier, creating a separate channel for external users can help keep the main team channel clutter-free. It also allows you to share files and communicate with external users without giving them access to all team conversations.

2. Set Permissions for External Users

When sharing files with external users, it is crucial to set permissions to ensure that only authorized users have access to the files. This will prevent any unauthorized users from viewing or editing the files.

3. Use Version Control

Microsoft Teams offers version control, allowing you to track changes made to files and access previous versions. This is especially useful when collaborating with external users, as it ensures that everyone is working on the latest version of the file.

4. Use Chat for Real-Time Communication

Microsoft Teams offers a chat feature that allows team members to communicate in real-time. This can be especially useful when collaborating with external users, as it eliminates the need for back-and-forth emails.

5. Use @Mentions to Notify External Users

When collaborating with external users, it is essential to keep them in the loop. You can use the @mentions feature in Microsoft Teams to notify external users when you need their input or when changes have been made to the file.

Alternatives to Sharing Files in Microsoft Teams With External Users

While Microsoft Teams is a popular collaboration tool, it may not be the best option for sharing files with external users in some cases. Here are some alternatives you can consider:

1. OneDrive for Business

OneDrive for Business is a cloud storage and file sharing service offered by Microsoft. It allows you to share files with external users, set permissions, and collaborate in real-time. However, it does not offer the same level of communication and collaboration features as Microsoft Teams.

2. Google Drive

Google Drive is a cloud storage and file sharing service offered by Google. It allows you to share files with external users, set permissions, and collaborate in real-time. However, it does not offer the same level of communication and collaboration features as Microsoft Teams.

3. Dropbox

Dropbox is a cloud storage and file sharing service that allows you to share files with external users, set permissions, and collaborate in real-time. However, it does not offer the same level of communication and collaboration features as Microsoft Teams.

Conclusion

Sharing files in Microsoft Teams with external users is a simple process that can improve collaboration and productivity. By following best practices and using the right tools, you can ensure a smooth collaboration experience with external users. However, if Microsoft Teams does not meet your needs, there are alternatives available that you can consider.

Gulrukh Ch

About the Author: Gulrukh Ch

Gulrukh Chaudhary, an accomplished digital marketer and technology writer with a passion for exploring the frontiers of innovation. Armed with a Master's degree in Information Technology, Gulrukh seamlessly blends her technical prowess with her creative flair, resulting in captivating insights into the world of emerging technologies. Discover more about her on her LinkedIn profile.