Share & Co-author Files on New Teams

Video Tutorial

Instructions

  • Select Attach file from your current chat and choose a file to share.
    • A preview of recently opened documents will show as options.
    • You can also upload files from Box, OneDrive, your local device, or recent chats.

Attach file is the first option from the chat list.

  • Some uploaded documents will be protected and will require you to allow access to anyone you share with.
    • Select the Drop-down menu under the title of your file to change file permissions.

Screen to change permission settings.

  • Select the people or group you would like to grant access to.
  • Choose the access you want to grant – Viewing/Editing/Reviewing; click Apply.

  • After granting permissions, Send the file as a message and the recipient will be able to open the document within the Teams app.

Option to send the document when done.

  • From within the shared document you will be able to see who is actively reviewing the document (view the user icon in the top right.)

Screen to check who is viewing the document.

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