Tip #17: Easily share spreadsheets with non-Zoho account users

With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not have a Zoho account.

 

Say you run a wholesale ecommerce business and need to share your inventory data with your retailers. You want your retailers to view and edit the spreadsheet, make updates, and track inventory. Thanks to external share links, it's not necessary for your retailers, or anyone outside your business, to maintain a Zoho account. Simply use your external share links to share your sales data and facilitate seamless collaboration.

Set access limits

Zoho Sheet allows you to create multiple external share links for the same spreadsheet. You can set your preferred access settings for each link before sharing it with your collaborators.

Protect your file with a password

Password protection is highly recommended to prevent unauthorized users from accessing your file through external share links. This is crucial if you are sharing sensitive spreadsheet data with your collaborators.

Deactivate your external share link 

You may need to collaborate with external business users temporarily. In that instance, you can specify a date and time when the external share link will be automatically disabled.

Gather client details

The external share link settings come with an option to collect basic client details, like name, email address, and phone number. Clients must share the details in order to access the spreadsheet. 

Note: If you don't wish to collect client details, they will be considered "guest" users and will be referenced as such in the spreadsheet's audit trail and other collaboration tools.

In tandem with the above-discussed external share link settings, you can allow/restrict spreadsheet downloads. You can also change the link settings and add new collaborators anytime.

If you want your audience to view and interact with spreadsheet data, while keeping the source data intact, use the Publish option to publish the entire spreadsheet, a specific worksheet, or a cell range within your organization or externally. 

Explore the tips on internal collaboration features available in Zoho Sheet here.

 

Follow our Tips and Tricks forum to discover ways to leverage Zoho Sheet for your business. Also, join our Zoho Sheet community to stay updated with the latest product announcements and engage with other users.

• Topic Participants

• Subashree Ramamurthy

  

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