To be clear, there is nothing further you need to do within SharePoint or OneDrive to modify these permissions. As your recipients open this file, they will be viewing and/or editing the document from within your cloud environment.Ĭlick on the right arrow on your file to see additional options, such as removing the attachment, or changing the permissions. The file will attach with the cloud icon, and by default, will say Anyone can edit. Navigate to the relevant cloud-based file you’d like to share and attach. Next, open a new email message and select Attach File. That’s all you need to do to change your default, and you’re now ready to send attachments as links! Select Always share them as links and click Ok. To get started, in your Outlook desktop app go into Files, and then Options, and look within the General section for Attachment Options. However, if your file originates from a non-cloud location (for example, a local file) you’ll have the option to upload this file to the cloud. When working with cloud files (SharePoint, OneDrive) you can set the default attachment state to a link rather than always attaching a copy of a file. Change your defaultĪs always, there are some caveats. This tip comes from the Microsoft support archives, and was one that I shared in the July 2019 Productivity Tips webinar, which you can watch in its entirety or download the slides, or jump to this exact tip in the video by clicking here. Practice safe collaboration, people, and make this change today! This productivity tip is not in any way a new feature, but I find myself regularly telling people about it, so I thought I would share again here. Please stop doing this! Turn revision marks on in your document, upload your file to one of your many cloud options, and send a link instead of an attachment!ĭid you know that you can set your own default send option in your Outlook client? That’s right. One of the more frustrating aspects of collaboration is that people duplicate content: people make an edit, then send their edited version as an email attachment rather than edit the shared version provided in SharePoint, OneDrive, or another cloud platform. I started my career as a technical writer and then a business analyst, and throughout my career spent countless hours chasing people for their input, and then had to merge, stare-and-compare, and edit.

If you’ve spent any amount of time collaborating on a document with people on a single artifact, the multiple ways in which you can co-edit files has been a massive leap forward in technology.

Office 2016 mail merge attachments