OneDrive - Sharing Documents/Folders

23/10/2026
Knowledge

How To

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Linking your OneDrive account allows you to securely share files and folders with your clients directly from a matter in LEAP.

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Please note that an active Microsoft 365 tenant (minimum Microsoft 365 Business Standard) connected to LEAP is required for this feature.

If your Microsoft tenant is already connected, an administrator will need to renew the consent via Application Settings > Integrations > Microsoft 365 > Renew Admin Consent.
If you are connecting a Microsoft tenant for the first time, consent renewal is not required.

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Before sharing documents/folders with your clients or other parties, you may want to notify them that you'll be sharing matter correspondence using OneDrive for the duration of the matter.

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Web

Required Settings for OneDrive Sharing

To prevent guest users from sharing correspondence through the SharePoint portal, an Administrator should adjust the external sharing settings. This can be done through the SharePoint Admin Center.

Sign in to the Microsoft 365 portal using Global Admin or SharePoint Admin credentials.
Click the App Launcher icon in the top-left corner.
From the list of apps, select the Admin tile .

The Microsoft 365 admin center window will open.
In the left navigation pane of the Microsoft 365 admin center, click Show all, then select SharePoint from the Admin center section.

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You may be prompted to sign in to the Admin center again before the SharePoint admin center window opens in a new tab.

From within the SharePoint admin center, navigate to Policies > Sharing.
Under External sharing, click the dropdown arrow next to More external sharing settings.
Ensure the option Allow guests to share items they don't own is disabled.

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If the option Allow guests to share items they don't own is enabled, sharing via OneDrive will not be available. If you wish to use OneDrive sharing while this setting is enabled, please contact LEAP Support.

Scroll to the bottom of the Sharing window and click Save.

Once this setting is disabled, users will be informed if they attempt to share a file they do not own with additional recipients.

Share a Document or Folder from the Correspondence List

Open the matter.
Make sure you're on the Details & Correspondence tab.
Find the document(s) or folder listed in the Correspondence List.

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To share multiple documents/folders, select the first document then hold down the Ctrl key on your keyboard and continue to select the other items you wish to share.

Click Share via OneDrive in the Matter ribbon or right-click on the selected document(s) or folder and click OneDrive > Share via OneDrive.

The Share via OneDrive window will open.

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The selected document(s) or folder will be displayed as attachments at the top of the Share via OneDrive window.

Cards associated with the matter are listed in the To field.

Select the person(s) you wish to share the correspondence with or type the recipient's email.
Select an Access option:
- Sign in to view - requires the recipient to sign in or create a OneDrive account.
- Public link - allows anyone to preview shared items without creating a OneDrive account or logging into OneDrive.
(Optional) Enter a Message.
Click Share.

Once the document(s) or folder is shared, a copy of the email will be saved below the correspondence, labelled 'sent'.

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When sharing a folder, you can add additional permissions above the access option, including whether you want the folder to be Read-Only or Editable.

Stop Sharing a Document or Folder

There are two ways to stop sharing a document or folder with a user:

Via Matter
Via Shared Items

Via Matter
Via Shared Items

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select the document or folder and click the drop-down arrow next to the Share Via OneDrive button and click Manage Access.

The Manage Access window will open.
In the Manage Access window, two tabs are available:
- Recipients - used when the Sign in to view access option was selected to share correspondence via OneDrive.
- Public Links - used when the Public link access option was selected to share correspondence via OneDrive.
Select the relevant tab for the shared item.
- To stop sharing with a specific recipient, find the recipient in the Recipients tab, click the Access drop-down menu and select Revoke.
- To stop sharing via a public link, find the link in the Public Links tab, click the Link Access drop-down menu and select Revoke link.
Click Update.

Click > Home > under LawConnect > View Shared Items.

The Shared Items window will open.
Make sure you select the OneDrive tab at the top of the window.
Search for the document or folder and right-click the item to select Manage Access.

The Manage Access window will open.
In the Manage Access window, two tabs are available:
- Recipients - used when the Sign in to view access option was selected to share correspondence via OneDrive.
- Public Links - used when the Public link access option was selected to share correspondence via OneDrive.
Select the relevant tab for the shared item.
- To stop sharing with a specific recipient, find the recipient in the Recipients tab, click the Access drop-down menu and select Revoke.
- To stop sharing via a public link, find the link in the Public Links tab, click the Link Access drop-down menu and select Revoke link.
Click Update.

When you revoke access, the recipient(s) can no longer view the shared correspondence via OneDrive.

Manage Access for a Shared Item

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To manage access for a shared item, you can either:

Select the item in the matter's Correspondence List and click the drop-down arrow next to Share via OneDrive > select Manage Access.
Click LEAP Menu > under LawConnect > View Shared Items. Click the OneDrive tab and right-click on the shared item and select Manage Access.

From the Manage Access window, you can change the access for a shared item and add recipients for an item shared via OneDrive.

From the Recipients tab:

If an item has been shared with a recipient using the Sign in to view option, you can change their access to Public link. Select Public link from the Access drop-down menu next to the recipient, then click Update.
To add more recipients, click Add Recipient.

From the Public Links tab:

To copy the public link URL, click Copy.

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Any changes made to a document after it has been shared with a client will not be automatically shared in OneDrive. The updated document must be re-shared the client.

Required Settings for OneDrive Sharing

Sign in to the Microsoft 365 portal using Global Admin or SharePoint Admin credentials.
Click the App Launcher icon in the top-left corner.
From the list of apps, select the Admin tile .

The Microsoft 365 admin center window will open.
In the left navigation pane of the Microsoft 365 admin center, click Show all, then select SharePoint from the Admin center section.

Click to edit heading

You may be prompted to sign in to the Admin center again before the SharePoint admin center window opens in a new tab.

From within the SharePoint admin center, navigate to Policies > Sharing.
Under External sharing, click the dropdown arrow next to More external sharing settings.
Ensure the option Allow guests to share items they don't own is disabled.

Click to edit heading

Scroll to the bottom of the Sharing window and click Save.

Once this setting is disabled, users will be informed if they attempt to share a file they do not own with additional recipients.

Share a Document or Folder from the Correspondence List

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select a document or folder in the Correspondence List.

Click to edit heading

To share multiple documents or folders, check the tickbox next to each Correspondence item you want to select.

Click Share via OneDrive in the matter ribbon, or right-click the selected document(s)/folder and click Share > Share via OneDrive.

The Share via OneDrive window will open.

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The selected document(s)/folder will be displayed as attachments at the top of the Share via OneDrive window.

Cards associated with the matter are listed in the To field.

Select the person(s) you wish to share the item with from the list or type the recipient's email.
Select an Access option:
- Sign in to view - requires the recipient to sign in or create a OneDrive account.
- Public link - allows anyone to preview shared items without creating a OneDrive account or logging into OneDrive.
(Optional) Enter a Message.
Click Share.

Once the document(s) or folder is shared, a copy of the email is saved below the correspondence, labelled ‘sent’.

Click to edit heading

When sharing a folder via OneDrive, you can add permissions above the access option, including whether the folder is Read-Only or Editable.

Stop Sharing a Document or Folder

There are two ways to stop sharing a document or folder with a user:

Via Matter
Via Shared Items

Via Matter
Via Shared Items

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select the document or folder, click the drop-down arrow next to Share via OneDrive and choose Manage Access. Alternatively, right-click the item and select Share > OneDrive > Manage Access.

The Manage Access window will open.
In the Manage Access window, two tabs are available:
- Recipients - used when the Sign in to view access option was selected to share correspondence via OneDrive.
- Public Links - used when the Public link access option was selected to share correspondence via OneDrive.
Select the relevant tab for the shared item.
- To stop sharing with a specific recipient, find the recipient in the Recipients tab, click the Access drop-down menu and select Revoke.
- To stop sharing via a public link, find the link in the Public Links tab, click the Link Access drop-down menu and select Revoke link.
Click Update.

Click > Home > under LawConnect > View Shared Items.

The Shared Items window will open.
Make sure you select the OneDrive tab at the top of the window.
Search for the document or folder required and right-click the item to select Manage Access.

The Manage Access window will open.
In the Manage Access window, two tabs are available:
- Recipients - used when the Sign in to view access option was selected to share correspondence via OneDrive.
- Public Links - used when the Public link access option was selected to share correspondence via OneDrive.
Select the relevant tab for the shared item.
- To stop sharing with a specific recipient, find the recipient in the Recipients tab, click the Access drop-down menu and select Revoke.
- To stop sharing via a public link, find the link in the Public Links tab, click the Link Access drop-down menu and select Revoke link.
Click Update.

When you revoke access, the recipient(s) will no longer be able to view the shared correspondence via OneDrive.

Manage Access for a Shared Item

Click to edit heading

To manage access for a shared item, you can either:

Select the item in the matter's Correspondence List and click the drop-down arrow next to Share via OneDrive > select Manage Access.
Click > under LawConnect > View Shared Items. Click the OneDrive tab and right-click on the shared item and select Manage Access.

From the Manage Access window, you can change the access option for a shared item and add any additional recipients for an item shared via OneDrive.

From the Recipients tab:

If an item has been shared with a recipient using the Sign in to view option, you can change their access to Public link. Select Public link from the Access drop-down menu next to the recipient, then click Update.
To add more recipients, click Add Recipient.

From the Public Links tab:

To copy the public link URL, click Copy.

Click to edit heading

Any changes made to a document after it has been shared with a client will not be automatically shared in OneDrive. The updated document must be re-shared the client.

Last Modified Date

23/10/2026 2:11 am

Title

OneDrive - Sharing Documents/Folders

URL Name

OneDrive-Sharing-Documents-CA

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