Simply SharePoint Digital Library/Microsoft 365 Sharing and Permissions Workflow Cards

Microsoft 365 Sharing & Permissions Workflow Cards

Stop accidentally oversharing files and start sharing with confidence using visual, step-by-step workflow cards.

Most teams share files incorrectly in Microsoft 365 because they've never been taught the difference between "Share" and "Copy Link"—or when to use view-only access versus edit permissions. These workflow cards solve that problem.

  • $27

Microsoft 365 Sharing and Permissions Workflow Cards

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  • 2 Files

Microsoft 365 Sharing & Permissions Workflow Cards give your team step-by-step guidance for sharing files securely across OneDrive, SharePoint, and Teams. With 30 visual, easy-to-follow workflows, these cards simplify external sharing, permission levels, expiration dates, access requests, and security best practices—so everyone knows the right way to share without exposing confidential files.

What's Inside

30 beautifully designed workflow cards covering every sharing and permissions scenario your team faces daily:

  • Sharing files with external users securely

  • Managing permission levels (view, edit, full control)

  • Setting expiration dates and passwords

  • Revoking access when needed

  • Understanding "Specific people" vs "Anyone with the link"

  • Sharing in Teams chats and channels

  • Requesting and approving access

  • OneDrive vs SharePoint sharing decisions

  • And 22 more essential sharing workflows

Examples

Each Card Includes

  • Clear workflow title in user language ("I need to...")

  • Visual diagram showing the process flow

  • Step-by-step instructions with exact clicks

  • Category-based color coding for easy sorting

Part of the Microsoft 365 Workflow Card Collection

✅ Collaboration Deck (available now)

✅ Sharing & Permissions Deck

✅ Copilot (Free Version) Deck

Coming Week 3: Organisation & Metadata Deck

Coming Week 4: Teams & Meetings Deck

Coming Week 5: Document Lifecycle Deck

Coming Week 6: Productivity & Workflows Deck

Coming Week 7: Navigation & Access Deck

Perfect For

  • End users who need quick reference guides

  • Managers training their teams

  • IT departments rolling out Microsoft 365

  • Anyone tired of searching for "how do I..." answers

What's Included

  • 30 high-resolution workflow cards (PNG format, 300 DPI)

  • Front side: Visual workflow diagram

  • Back side: Step-by-step instructions

  • Bonus: Quick Reference Sheet (1-page summary)

  • Bonus: How to Use Your Cards guide (PDF)

Digital Download - Instant Access After purchase, you'll receive immediate access to download all 30 cards. Print them, share them digitally, or use them as training materials.

Introductory Launch Price: $27 (Regular price $37 - save $10 during launch week)

About the Author

Microsoft 365 and SharePoint Specialist

Created by Liza Tinker, a Microsoft 365 consultant and SharePoint Information Architect who has designed hundreds of metadata-driven library structures for leading organisations. Her signature “Container Method™” approach turns messy file systems into structured, findable content ready for AI.

Ready to Transform the Way Your Team Shares?

Give your organisation the clear, secure sharing workflows they should’ve been taught from day one.