Run the 90-second share check
Use a repeatable pre-share checklist to set the right link before sending a file.
A customer success manager is about to share an implementation-risk spreadsheet with two customer executives before a call. The 90-second share check: classify, audience, permission, timebox, verify. The common trap is to create the link first and think about sensitivity afterward. By then the wrong audience may already have access. Classify Open the file and identify customer notes, internal owner comments, and any personal or commercial data. Classification comes before link type because the data class determines how narrow the share should be. Audience Name the exact recipients: two customer executives, not the whole customer domain and not the internal…
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