How to: Access a SharePoint File or Folder

This guide describes the steps to access a SharePoint file or folder shared with you by Karat. This content is intended for all users on the Karat platform.

At Karat, data security is a top priority, which is why we use Microsoft Office SharePoint’s end-to-end encryption to securely exchange sensitive data with our clients.

1. Receive Email from Karat

1. You will receive an email from a member of the Karat Customer Operations team containing a link to the file or folder. Note: These emails may land in your spam folder the first time, so be sure to check there.
2. Click Open at the bottom of the email.

2. Request Verification Code

1. A new browser tab will open with a message stating that a code will be sent to verify your identity.
2. Click Send Code.

3. Receive Verification Code

1. You will receive an email with the verification code. Tip: This email may take a few minutes to arrive.

4. Enter the Verification Code

1. Copy the verification code from the email.
2. Paste it into the Enter Verification Code field in your browser.
3. Check Keep me signed in box, to avoid repeating this process every time you access the file or folder.
4. Click Verify.

5. You're in! 

1. You now have access to the shared file or folder.

6. Bookmark the page

Make sure to bookmark the shared file or folder page so you can easily access it in the future.