External collaboration with the Excel app

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Contents

    Add guest user

    To enable cooperative collaboration, external users need a guest user in their own M365 tenant. To do this, go to the Admin Center and select Users > Guest Users.

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    There you can add a guest user.

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    Select “Invite User” and fill out at least the required fields.

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    Clicking on “Invite” sends an invitation email to the guest. This contains a link that the user must click once to start collaborating.

    Share file with externals

    To share a file with external users, it must be uploaded to OneDrive or SharePoint. A new file can be created directly in the cloud. Alternatively, a locally created file can also be saved in the cloud by clicking on “Release” in the top right corner.

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    If the file is already in the cloud, it can be released. In the sharing settings, select “People selected by you” and add them by clicking on “Apply”.

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    Once all have been added, the link can be copied or emailed directly to recipients.

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    If you want the shared file to be opened in the Excel app, you can select this in the top right via “Edit > Open in desktop app”.

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    Dieser Beitrag ist auch verfügbar auf: Deutsch (German)

    Updated on 27. March 2024
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