# Office365

How to enable email forwarding to a colleague via Office 365 self-service portal.

# Office365 How To Forward using OWA Outlook O365

<div id="bkmrk-"></div>Log into [**office.com**](https://office.com) using your email and password.

Open **Outlook** on the left:

[![image-1625222628245.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2021-07/scaled-1680-/5b9VMDmfFE3puByM-image-1625222628245.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2021-07/5b9VMDmfFE3puByM-image-1625222628245.PNG)

Click the **Cog** symbol in the top right and select **Settings**:

[![image-1625222638802.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2021-07/scaled-1680-/w84LB9VEnSjD6OaK-image-1625222638802.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2021-07/w84LB9VEnSjD6OaK-image-1625222638802.PNG)

On the left click **Forwarding** and set up the forward.

Check keep a copy if you wish to receive a copy and forward the email.

<div id="bkmrk-%C2%A0-5"><div><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg><div> <button class="button outline icon" data-clipboard-target="#pointer-url" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div>[<svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg>](https://wiki.safetynet-it.com/books/office-apps/page/office365-how-to-forward-using-owa-outlook-o365/edit?content-id=bkmrk--1&content-text= "Edit Content")</div></div>[![image-1625222655497.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2021-07/scaled-1680-/TKzjVIQQT3PKiJ3y-image-1625222655497.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2021-07/TKzjVIQQT3PKiJ3y-image-1625222655497.PNG)

# Multi-Factor Authentication Setup User Guide

To enable MFA you need a mobile device with a camera that is capable of installing an application (i.e a smart phone or tablet). This will be used to authenticate you when logging in so it must be a device you regularly have access to.

Go to **[https://aka.ms/mfasetup](https://aka.ms/mfasetup)** in a web browser

[![image-1644337765429.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/EyWGfU8yNoGgpRZm-image-1644337765429.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/EyWGfU8yNoGgpRZm-image-1644337765429.PNG)

Log in using your **365 account details.** This will be your primary work **email** and **password.**

[![image-1644338077548.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/1Oq22CyMzc3Mdsnz-image-1644338077548.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/1Oq22CyMzc3Mdsnz-image-1644338077548.PNG)

You will then be prompted to set up your Multi-Factor sign in method, click **next**.

[![image-1644338241410.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/I9lPubOiT53AtcR0-image-1644338241410.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/I9lPubOiT53AtcR0-image-1644338241410.PNG)

You will then be prompted to then download the **Microsoft Authenticator App** on your mobile device.

[![image-1644338256139.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/OkY2MowtvVdP15Ct-image-1644338256139.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/OkY2MowtvVdP15Ct-image-1644338256139.PNG)

Follow the prompt within the app to add an account, or if you already have the app click the 3 dots in the top right and choose **add account** then **work or school**.

You will then be prompted to scan the QR code shown on your screen with your mobile device's camera. Click **next**.

[![image-1644338336954.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/EX7DD7wKwTbhw0dp-image-1644338336954.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/EX7DD7wKwTbhw0dp-image-1644338336954.PNG)

Now a notification on your mobile device will ask you to approve the sign in, click **approve** when the prompt appears on your mobile device.

[![image-1644338343348.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/EAapJqORMKaiFhMV-image-1644338343348.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/EAapJqORMKaiFhMV-image-1644338343348.PNG)

Then back in the web browser click **next**.

[![image-1644338349227.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/gZt44ur2Lan74GQ4-image-1644338349227.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/gZt44ur2Lan74GQ4-image-1644338349227.PNG)

[![image-1644338354122.PNG](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/scaled-1680-/CaoqrTWqlJNiC6eb-image-1644338354122.PNG)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-02/CaoqrTWqlJNiC6eb-image-1644338354122.PNG)

You have now set up Multi-Factor Authentication for your account. This will prompt you any time a new login is detected for your account.

# How to sync a SharePoint Online document library to a local machine

*This article will detail how to make shared files in SharePoint available in file explorer.*

#### Before you start

The requirements for this process to work are

- Access to office.com using 365 email and password credentials.
- Access to the required SharePoint site already via the office.com portal.
- OneDrive client installed on the local machine and signed in already.

##### 1. Browse to the sharepoint site required in a web browser.

An example URL could be [https://yourcompany.sharepoint.com/sites/accounts](https://yourcompany.sharepoint.com/sites/accounts)

OR

Access via the Office 365 portal &gt; https://office.com &gt; Sharepoint &gt; Select the Sharepoint site.

##### 2. Once at the site head to **documents** and then choose **sync**.

[![image-1657190986576.png](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/scaled-1680-/cmFimjT2gOobkhq9-image-1657190986576.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/cmFimjT2gOobkhq9-image-1657190986576.png)

[![image-1657190990641.png](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/scaled-1680-/wAj39ZPS7eIK9OSq-image-1657190990641.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/wAj39ZPS7eIK9OSq-image-1657190990641.png)

##### 3. This will produce a prompt for you to allow this site to sync using the locally installed onedrive client.

Choose **Open Microsoft OneDrive.**

[![image-1657190997751.png](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/scaled-1680-/DLuXbnvNhEnUVO9L-image-1657190997751.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/DLuXbnvNhEnUVO9L-image-1657190997751.png)

[![image-1657191003234.png](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/scaled-1680-/aKnjXzqnEIc9fcKd-image-1657191003234.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/aKnjXzqnEIc9fcKd-image-1657191003234.png)

##### 4, Open **file explorer** to confirm data is synced.

The newly synchronized site data will be available under the SharePoint icon, a blue office icon.

[![image-1657191017124.png](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/scaled-1680-/HiKkWsRq1ofgzehI-image-1657191017124.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2022-07/HiKkWsRq1ofgzehI-image-1657191017124.png)

##### Repeat this step with other SharePoint sites for any additional data required.

# Sign into Onedrive

Open the **OneDrive** **App**, it should be a blue (or gray if not signed in) cloud in the bottom right of your task bar.

[![image-1685624276587.png](https://wiki.safetynet-it.com/uploads/images/gallery/2023-06/scaled-1680-/lFtC8jlEJDCB5hsE-image-1685624276587.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2023-06/lFtC8jlEJDCB5hsE-image-1685624276587.png)

If you do not see it please search for it in the start menu, else if you need to install it as it is not there please do so at [https://www.microsoft.com/en-gb/microsoft-365/onedrive/download](https://www.microsoft.com/en-gb/microsoft-365/onedrive/download)

[![image-1685623459595.png](https://wiki.safetynet-it.com/uploads/images/gallery/2023-06/scaled-1680-/ezg0zkiKwqZWQId3-image-1685623459595.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2023-06/ezg0zkiKwqZWQId3-image-1685623459595.png)

You will then be asked to sign in, this is your work email and password. And if asked please choose "**work or school**" not personal.

[![image-1685623586305.png](https://wiki.safetynet-it.com/uploads/images/gallery/2023-06/scaled-1680-/sf5bUGsqsltq1Bun-image-1685623586305.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2023-06/sf5bUGsqsltq1Bun-image-1685623586305.png)

Then just hit **next** or **done** until the prompts have all disappeared.

# Sharing a SharePoint Folder with an external person.

This guide explains how to share a SharePoint folder with an external person using email initiation. The recipient will log in using a one-time code.

---

## 1. Locate the Folder and Initiate Sharing

- Navigate to the SharePoint site where the folder is located (e.g https://mycompany.sharepoint.com/sites/mysite)
- Find the folder you wish to share and click **"Share this item with other people."**

📌 **Note**: The external person will only have access to this folder and its subfolders.

![Share this item](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/a45bbf85-c058-4d00-b078-30350fbafd85/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=1907,907&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=316,314)

---

## 2. Enter the External Person’s Email Address

- Type in the email address of the external person(s) you wish to invite.

![Enter email](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/ece0d1e0-5cd7-40ef-8fe6-1453a7d20b8c/user_cropped_screenshot.jpeg?tl_px=267,69&br_px=1643,839&force_format=jpeg&q=100&width=1120.0)

---

## 3. Confirm the Invitation

- You will receive a warning prompt to confirm the invitation for the external person.

📌 **Note**: Some organizations have policies that restrict external sharing. If you encounter issues, raise a ticket at <support@safetynet-it.com>.

![Confirm invitation](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/99a1355b-f5fc-4944-8467-5aaf2bf02eb1/user_cropped_screenshot.jpeg?tl_px=288,103&br_px=1664,872&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,277)

---

## 4. Set Sharing Permissions

- Click the ✎ to adjust permissions:
    
    
    - **Can Edit**: Allows the person to read and modify files.
    - **Can View**: Allows viewing and downloading files.
    - **Can't Download**: Allows viewing but prevents downloading copies.

![Set permissions](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/b84f20f6-646a-4b8b-9a0f-88f83632df8d/user_cropped_screenshot.jpeg?tl_px=390,63&br_px=1766,832&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,276)

---

## 5. Send the Invitation

- You can write an optional message before sending the invitation.
- Choose **Send an email** to notify the person or **Copy a link** to share manually.

![Send invitation](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/84a1aa2a-9a09-420c-8190-a84ac85d16da/user_cropped_screenshot.jpeg?tl_px=422,153&br_px=1798,923&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=524,338)

---

## 6. Recipient Receives the Invitation

- The external person will receive an email with a link to access the shared folder.

![Received email](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/55072b89-cc4f-4e41-82d5-9699222deee5/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=1136,784&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=544,601)

---

## 7. One-Time Code Authentication

- The recipient will be prompted to request a **one-time code** sent to their email.

![Request one-time code](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/4a010da3-3c63-4332-9395-ba4f134d4d60/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=573,675&force_format=jpeg&q=100&width=950)

---

## 8. Enter the Verification Code

- They will receive a code via email.
- They must enter the code into the prompt in their browser.

![Enter verification code](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/60c56f06-fb65-4cc4-9148-ba1a5d8f0363/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=549,650&force_format=jpeg&q=100&width=946&wat_scale=84&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=-578,-297)

---

## 9. Access Granted

- Once verified, they can access the folder.
- They can revisit the link anytime to access the shared files.

![Access granted](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2025-03-17/985bd62b-50b5-42af-88ae-de6b2a01c37e/screenshot.jpeg?tl_px=0,0&br_px=1909,678&force_format=jpeg&q=100&width=1120.0)

---

# Testing login credentials for Microsoft Accounts

Microsoft accounts are a single identity used to authenticate to many different services, such as the Microsoft 365 portal, Teams, Office apps, Email, Computer logins etc...

#### **Confirming credentials**

This will:

- Confirm username/password combination is correct.
- Confirm Multi Factor Authentication methods are working.

#### **Process**

Browse to the Microsoft 365 user portal

- [https://m365.cloud.microsoft.com/](https://m365.cloud.microsoft.com/)

Log in with your username and password combination, this will be formatted as an **email address** and **password**.

[![image.png](https://wiki.safetynet-it.com/uploads/images/gallery/2025-05/scaled-1680-/x6xHOxlkjdZ45Mq3-image.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2025-05/x6xHOxlkjdZ45Mq3-image.png)

Pass any **Multi-Factor Authentication** prompts that appear.

[![image.png](https://wiki.safetynet-it.com/uploads/images/gallery/2025-05/scaled-1680-/mTuDBflRbMaGFZR0-image.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2025-05/mTuDBflRbMaGFZR0-image.png)

You should now be successfully signed into your Microsoft account in the Microsoft 365 Portal.

<p class="callout danger">**If you cannot log in**</p>

- Are not sure of your username or password
- Could not pass Multi-Factor Authentication

**Please raise a ticket to us** via our help desk:

- **<support@safetynet-it.com>**
- **+44 333 305 8224**

# Opening and Logging into Office Apps (desktop)

**Microsoft 365** includes several desktop apps **if you have the correct licence**, which means your **company Microsoft account** gives you access to apps like Outlook, Word, Excel, and Teams.

---

### 🔍 Step 1 — Open the App

1. Click the **Start Menu** (bottom-left corner of your screen).
2. Begin typing the name of the app — for example:
    
    
    - `Outlook` for email
    - `Word` for documents
    - `Excel` for spreadsheets
    - `Teams` for chat and meetings
3. When the app appears, click it to open.

[![image.png](https://wiki.safetynet-it.com/uploads/images/gallery/2025-10/scaled-1680-/EQBhQedK4V3THl19-image.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2025-10/EQBhQedK4V3THl19-image.png)

### 🔑 Step 2 — Sign In with Your Company Account

When the app opens for the first time, you’ll be asked to **sign in**.

1. Enter your **company email address** (for example: `firstname.lastname@companyname.com`)
2. Click **Next** or **Connect**.
3. Enter your **password** when prompted.
4. If you’re asked for **Multi-Factor Authentication (MFA)**, follow the instructions on your phone.
5. Once complete, the app will open and you’re signed in.

*Example: Outlook Sign-in page*

[![image.png](https://wiki.safetynet-it.com/uploads/images/gallery/2025-10/scaled-1680-/HAAht4Sb6m9vDfau-image.png)](https://wiki.safetynet-it.com/uploads/images/gallery/2025-10/HAAht4Sb6m9vDfau-image.png)