Assign a Sharing Policy for a SharePoint Site

When a SharePoint site is added to eShare, you can enforce a sharing policy for all content within the site. Whenever a user tries to create a trusted share from the site, the assigned policy will automatically be applied by default, and the user cannot modify it.

Important Note:

If your tenant has enabled sensitivity labels, and a file has a higher sensitivity label than the assigned policy, the assigned policy will still be enforced. This is a hard rule.
These changes will also apply to sharing directly from your SharePoint site.
To assign a policy to a SharePoint site, the SharePoint module must be included in the sharing policy. For detailed instructions, refer to this article on how to assign modules to a policy.

First, make sure the policy you want to enforce has SharePoint Sharing assigned to it

Assign a Sharing Policy for a SharePoint Site

Go to SharePoint Sites in the Admin Console, then right-click on the SharePoint site where you want to enforce a policy.

Click on 'Set policy' in the dropdown menu.

Select 'Set policy' to apply a policy to the selected SharePoint site.

Select a Sharing Policy

In the Policy Assignment window, click the dropdown arrow to view the available policies for the SharePoint site, and select the desired policy.

Note: Only policies that have SharePoint sharing assigned will appear in this list.

Click the 'Save' button to apply the policy.

Click the 'Save' button in the 'Policy assignment' window to apply the selected policy to the SharePoint site.

Policy Assigned Successfully

After saving, you can see the assigned policy for the site, under the sharing policy column.

Demonstrating Trusted Sharing After Assigning a Policy

To see how trusted sharing works after assigning a sharing policy to a SharePoint site:

Go to Cloud Provider .
From the top-right dropdown, select the SharePoint site.
Choose the desired file and click Trusted Share to initiate sharing with the assigned policy automatically applied.

Demonstrating Trusted Sharing After Assigning a Policy

By default, the selected policy will be applied automatically, and users cannot switch to a different policy .

Demonstrating Trusted Sharing After Assigning a Policy

The same settings apply when a user shares content from a SharePoint site with an assigned policy. To do this, select the document, right-click on it, and choose External Share .

Demonstrating Trusted Sharing After Assigning a Policy

By default, the selected policy will be applied automatically, and users cannot switch to a different policy .

How to create and assign a Sharing Policy