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ReportHello,
I have small business that requires sharing sensitive documents securely with specific clients who may not necessarily have an microsoft account or will struggle with authenticator app. I have signed up to a business account but struggling to set this up. The functionality I need is as per below
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Create secure folders that hold word, pdf and excel documents
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Every folder has a group of pre specified emails (primary recipient and 1-2 others ) that the contents of the folder might need sharing with.
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Upon creating of a new folder an automatic Microsoft forms document goes to the primary recipient to seek permission for sharing documents via this approach.
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Ability to drop documents in these folders
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For automation such that every time a document is added to the folder, it automatically sends the document, via secure email (ideally OTP authentication) to pre specified recipients
I am presuming this is possible but would appreciate some help in setting this up correctly, ideally as a live teams call, as have struggled to do so myself via the plethora of set up videos here and on youtube.
Many thanks
KN
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