- When you receive a link to a SharePoint document, click the link to open it in a browser.
- Sign in if asked.
- Do not make any changes to the document unless authorized. This includes filtering or sorting. If you want to do anything other than viewing the document as is, download a copy for your personal use.
- Click File > Create a Copy > Download a Copy. (Note: Do NOT click "Create a copy online". This just makes another file in the same SharePoint folder and creates clutter.)
- You will find the file in your downloads folder. Choose a good location to store the document on your local device, if you intend to use it or find it again.
- Depending on the type of document, you may have to enable editing on the file before you can make changes.
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