Our migration process requires you to add a guest user to your Microsoft 365 account. This will NOT incur additional charges to your Microsoft 365 plan. This is used by FYI to sync your data and have the latest version of documents. If you have any questions or queries about the above process, please do not hesitate to contact our support at email@example.com.
Step 1 - Make sure you are an administrator of your practice’s Microsoft 365 account.
Step 2 - Login to Azure Active Directory via https://aad.portal.azure.com
Step 3 - Select Users on the left-hand menu and then click New Guest User, as shown below.
Step 4 - In the right-hand pane, add the email address of the user you want to share the documents with. In the example, we used firstname.lastname@example.org
Step 5 - Click the Invite button at the bottom of the pane.
*Important – The invitation needs to be accepted by the recipient in order to continue to the next steps
Step 6 - Select the relevant SharePoint folder(s)
Step 7 - Click the Share button on the top tab bar.
Step 8 - The Send Link pop-up displays.
Make sure to set the sharing option to Specific People.
Click in the field under "People in ---- with the link can edit".
Step 9 - Add the email address of the person you want to share the folder with. In the example, we used email@example.com.
Step 10 - Click Send and you will see a message as in the example below, the recipient will receive a link to your shared folder(s)