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  5. External collaboration with the Excel app

External collaboration with the Excel app

Add guest user

To enable cooperative collaboration, external users need a guest user in their own M365 tenant. To do this, go to the Admin Center and select Users > Guest Users.

There you can add a guest user.

Select “Invite User” and fill out at least the required fields.

Clicking on “Invite” sends an invitation email to the guest. This contains a link that the user must click once to start collaborating.

Share file with externals

To share a file with external users, it must be uploaded to OneDrive or SharePoint. A new file can be created directly in the cloud. Alternatively, a locally created file can also be saved in the cloud by clicking on “Release” in the top right corner.

If the file is already in the cloud, it can be released. In the sharing settings, select “People selected by you” and add them by clicking on “Apply”.

Once all have been added, the link can be copied or emailed directly to recipients.

If you want the shared file to be opened in the Excel app, you can select this in the top right via “Edit > Open in desktop app”.

Dieser Beitrag ist auch verfügbar auf: Deutsch (German)

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Published on - 18. Jul 2023
Modified on - 27. Mar 2024
Views - 233
Likes - 1

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