Data & Security · Free course
Sharing Files Securely with Clients
The most commonly reported data incident in the UK is information sent to the wrong person. This course covers the everyday habits and settings that keep client files safe, from the moment you prepare a file to the day access is removed.
- Modules
- 5
- Time
- 85 min
- Level
- Beginner
- Cost
- Free
What you'll learn.
- The five most common ways external file sharing goes wrong, and why personal data raises the stakes
- How to judge a file's sensitivity and remove hidden content such as tracked changes and comments
- Why a black box over text is not redaction, and how to redact properly
- How to choose between attachments, cloud links, transfer services and encrypted email
- How to set up OneDrive and Google Drive links for named people, with the right permissions and expiry
- What to do in the first hours if a file goes to the wrong person
Who it's for.
Anyone who sends files to clients, suppliers or other people outside their organisation, in any role and at any level. IT administrators who set sharing defaults in Microsoft 365 or Google Workspace will also find guidance on the organisation-wide settings that make safe sharing the easy option.
Course outline.
- Module 1: Why File Sharing Goes Wrong
- Module 2: Know What You're Sharing
- Module 3: Choosing the Right Method
- Module 4: Setting Up a Share Properly
- Module 5: Managing Access Over Time
Learn. Quiz. Earn a badge.
Short modules, a quick quiz after each one, and a badge when you finish the track. Pick up where you left off.
Start track →Is this course free?
Yes. Public courses in the Dr Logic Academy are free. You just need an Academy account to save your progress.
How long does it take?
About 85 minutes, across 5 short modules. Go at your own pace and pick up where you left off.
How does it work?
Each module ends with a short quiz. Pass them all to complete the track.
Do I earn a badge?
Yes. You earn a badge when you complete the track, and it shows on your Academy profile.
Do I need Microsoft 365 or Google Workspace to follow along?
No. The principles apply to any sharing service. OneDrive, SharePoint and Google Drive are used as worked examples because they are what most organisations and clients use.
Is this course technical?
No. It explains encryption and link settings in plain terms and focuses on practical habits. No technical background is needed.
Does it cover UK GDPR?
It covers what UK GDPR means for everyday file sharing, including what counts as personal data and the 72-hour window for reporting a breach to the ICO. It is not legal advice, and your organisation's own procedures always come first.
Is it relevant if my organisation uses its own client portal?
Yes. Portals are covered as one of the sharing options, and the habits around checking files, recipients and access apply whichever tool you use.
