Sharing File Summary Information with External Users

Thread allows you to share a file’s summary information and documents with users outside of your organisation. The external user will receive an email inviting them to view the file summary on Thread, and any documents you have chosen to share with them. 

Note: The external user must have a valid Microsoft account. 

1. 1. Click on the Files tab in the left pane. 

2. 2. Search for a file by using the search bar provided.  

 

3. 3. Click on the file name.  

4. 4. Under the File Details tab, click Summary. 

 

5. 5. Under the file’s summary, click Share. 

 

6. 6. A pop-up window will open. Enter the email address you want to share the file summary with into the Recipients field. If you want to share file documents, toggle Yes and select the documents you want to share. 

 

7. 7. Click Share. 

 

The recipient will receive an email inviting them to view the file on Thread. 

Note: The recipient must have a valid Microsoft business account to view the file. 

If you no longer want to share a file with an external user, you can stop sharing from the file Permissions tab.

How to view the shared file as external user

1. An external user will receive 2 emails from Thread. First email will ask to accept invitation:

The user needs to click Accept.

 

Which brings them to Thread website.

2. The second email has the link to the file. (check your Junk folder if it doesn’t show in your inbox). Click Open in Thread.

3. A page will open with the file details in Thread. If you have shared the file documents with the external user as well, they will be able to see those in the Shared Documents tab.

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