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Sharing Files With a Remote Team: Cloud Storage Basics

Email attachments break down fast on a remote team. This guide covers how to share files through cloud storage, set the right permissions and keep links under control.

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Sharing Files With a Remote Team: Cloud Storage Basics
In this article
  1. Why use cloud storage instead of email attachments?
  2. Which cloud service should we choose?
  3. How do I share a file step by step?
  4. Link or invitation: which is safer?
  5. How do I keep a shared folder organized?
  6. How do I keep shared files secure?
  7. Which extra features are worth using?
  8. What should I do first?

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Cloud storage keeps your files in one online location that you and your collaborators can open from any device. For freelancers and remote teams, sharing by link or invitation is easier to manage than passing attachments back and forth by email, as long as you set permissions on purpose and review them.

Why use cloud storage instead of email attachments?

Attachments create copies. Two people edit two versions, and nobody knows which is current. A shared cloud file stays as one document that everyone opens.

  • One current version: everyone sees the same file.
  • Large files: a link avoids the size limits email often has.
  • Backup: files survive a broken or lost laptop.
  • Access from anywhere: useful when your team works from home offices and coworking desks.

Which cloud service should we choose?

Pick the one that fits the tools you already use. Common options include Google Drive, Dropbox, Microsoft OneDrive and Box. Compare a few things before you commit:

  • Your existing tools: Drive suits Google Docs and Sheets, and OneDrive suits Word and Excel.
  • Storage and price: check the current plans on each provider's site, since limits change.
  • Admin controls: teams may need to manage who can see what from one place.
  • Client requirements: some clients ask you to use their platform.

How do I share a file step by step?

  1. Create the account and sign in on the web or in the app.
  2. Upload the file or folder by dragging it in, or save it there directly from your editor.
  3. Choose how to share: a link, or an invitation to specific email addresses.
  4. Set the permission: view, comment or edit.
  5. Send the link or let the service notify the person.

If a colleague cannot open a file, the usual causes are a wrong link, a permission set too low, or access that was removed.

An invitation ties access to a named person, who usually has to sign in. A link can be opened by anyone who receives it, depending on the setting, and links get forwarded. Use invitations for contracts, financial files and client data. Links are fine for public or low-risk material.

Many services let you put an expiry date on a link. Use it for anything temporary.

How do I keep a shared folder organized?

  • Create one folder per project, with clear subfolders such as drafts, final and assets.
  • Name files so the content is obvious, for example "client-proposal-draft-2".
  • Zip a large group of files before sending it as a single download.
  • Agree on who owns each folder so files are not lost when someone leaves.

Good habits matter most when several people work on a project. If your team also meets in person, our post on using a coworking space for workshops shows how shared files can fit into a session.

How do I keep shared files secure?

Your account is the key to everything in it, so protect it first.

If you handle regulated data such as health or payment records, ask your employer's IT or legal team what rules apply before you put it in any cloud service.

Which extra features are worth using?

  • Real-time editing: several people can work in one document at once.
  • Version history: restore an earlier version if a change goes wrong.
  • Mobile apps: open or send a file from your phone.

File sharing works best alongside a stable connection. Our guide to reliable internet for remote workers covers what to do when uploads keep failing.

What should I do first?

Pick one service, make one shared folder for your current project, set permissions to the lowest level each person needs, and turn on multi-factor authentication. For more gadgets to support your digital work, you can browse Mavigadget. If you are also setting up a mobile workspace, see our portable home office kit guide.

Frequently asked questions

What is the difference between sharing a link and inviting someone by email?
A link works for anyone who has it, depending on the setting, while an email invitation ties access to a named person. Use invitations for sensitive files and links for low-risk material.
Which permission should I give collaborators?
Give the lowest level that lets them do their job. View for readers, comment for reviewers, edit only for people who change the file.
How do I keep shared files secure?
Use a long, unique password, turn on multi-factor authentication, share only with people who need the file, and remove access when a project ends.
Should I use one cloud service or several?
One main service is easier to manage. Clients may require their own, so keep a note of where each project's files live.

Sources and further reading

  1. long, unique passwords for every account cisa.gov
  2. CISA recommends turning on MFA cisa.gov