Sharing a file from cloud storage

It works perfectly inside the organisation and awkwardly the moment it leaves.

Cloud storage sharing is designed around accounts. Most of the friction appears when the recipient does not have one.

A recipient meeting a request-access screen for a link that works for the sender. (Illustration.)
A recipient meeting a request-access screen for a link that works for the sender. (Illustration.)

The permission screen

You open the link and it works. You are signed in and you own the file.

The recipient sees a screen asking them to request access, or to sign in with an account they do not have, or with the wrong one of the three accounts they do have.

You never see this. You find out when somebody replies asking for access, and only the ones who bother to reply.

Set the link explicitly to anyone with the link, and then test it in a private browser window. That window is not signed in, which makes it the only honest test available.

Recipient Storage link Published address
Colleague, same organisation Works Works
Client with an account Usually works Works
Client without one Permission screen Works
On a phone Viewer, app or download Opens in the browser
Forwarded onwards Breaks or leaks Works

View and edit

Check the permission level every time.

Edit access handed out by accident means somebody can change a quote, delete a section, or see the revision history including things you removed before sending.

For anything going outside the organisation the answer is view, unless there is a specific reason otherwise.

Downloads on phones

A file in a format the storage viewer does not preview is handed over as a download.

The recipient taps, waits, and ends up with a file in a downloads folder and an application prompt. On a managed work phone, sometimes nothing happens at all.

Some documents shared this way are never opened, and the sender cannot always tell.

The same brochure as a storage link and as a published address.
The same brochure as a storage link and as a published address.

What it is genuinely good for

Colleagues. Everyone has an account, permissions are already correct, and the folder structure is shared context.

Files people edit. That is the product. Editing together in storage is what it does better than anything else.

Large working assets. Video, design files, photograph sets somebody will work with rather than read.

What to do instead for customers

If the recipient only needs to read it, publish it at an address.

It opens in the browser, on any device, with no account, no permission screen and no download. The address is on your domain rather than a storage link that looks like an internal file reference.

Keep storage for storing and editing, which is what it is good at.

Two neighbouring cases are worth a look: A Google Drive alternative for sharing and Sharing from a sync folder.

Put it at an address

Set the link to anyone with it, check view against edit, test in a private window, use storage for colleagues and for editing, and publish anything a customer only needs to read.

Questions people ask

How do I share something properly?

Set the link to anyone with the link, check the permission level, and open it in a private window before sending it.

Why does the recipient see a permission screen?

The default is usually restricted to named people or to the organisation. It looks correct to you because you already have access.

Why does it download on a phone?

Drive previews many common files, but formats it does not preview are offered as a download, and on a managed work phone that can go nowhere.

When is storage sharing the right choice?

Colleagues with accounts, files people need to edit, and large assets somebody will work with rather than read.

When is it wrong?

Customers, prospects and anyone outside. For anything they only need to read, publish it at an address instead.

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