Forum Discussion
Josiah008
Mar 31, 2025Copper Contributor
How to limit "Forwarding" of a shared Excel Workbook
Hello, I am trying to understand if this is possible so please bear with me. I have shared access to my Workbook with an individual from another agency, which is working well. They in turn shared i...
Patrick2788
Apr 02, 2025Silver Contributor
The legacy security offered by Excel and Outlook is not quite secure enough for situations like this. If you're clever in Outlook you can modify a message to disable forwarding but nothing is stopping someone from re-creating the email by copy/paste and sending as a new message.
You might look into Sensitivity Labels if your organization uses them. The "Custom permissions" label would allow you to specifically grant edit/view permissions to people that need to see the workbook. If someone doesn't have rights then they can't edit the workbook, let alone even open it.
You may want to check with an Admin to see what labels are available.