Creating a Trusted Share Directly from a Document

Overview

The M365 eShare application is designed to simplify how users create and manage Trusted Shares directly from a SharePoint site. One of the many ways to create a trusted share is to navigate directly to the document’s location in SharePoint and create the share from there. This guide will help you get started and make the most of its features — from basic setup to advanced capabilities.

Prerequisites

You can only share documents stored within this SharePoint site using the eShare feature.
Your SharePoint site must be enabled for sharing by your organization administrator.
You must have Edit access to the site.

To share files from other locations, please use email or the Cloud Portal . For more information, click here

To create a new share:

Go to document library and select the file/folder you want to share

Click on the three dots menu

In the SharePoint interface, locate the document/folder you wish to share. Click the three-dot menu next to the document name

Select External Share

It opens a dropdown menu, then click on ' External share ' to initiate the sharing process.

Input recipient address

After selecting the file or folder, you’ll see a similar menu like this:

Name the Share: Use the default name(s) or enter a custom one.
Add Recipients: Enter email addresses; auto-complete helps find users.
Message (Optional): Include a short note for the notification email.
Sharing Policy: Choose how recipients can interact with the share. If unsure, keep the default policy.

After inputting the required fields, click on Share

Trusted Share created

Once the document has been successfully shared, a confirmation screen will appear.

Click 'Open Share' to view the shared document or manage the sharing settings.

Get Shareable Link – Generates a link for the Trusted Share. You can share this link with recipients to allow direct access to the share.

Create a Fillable PDF on a Trusted Share