Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
Issue
After creating and sending a meeting invite in Outlook to users, opening the meeting invite in New Outlook displays documents that were not manually attached by the sender.
Cause
This issue is caused by OneDrive folder permissions, together with Outlook Meeting Insights.
Where documents are stored in a OneDrive location shared with a wide group (for example, your whole team or practice), Outlook may automatically suggest or display these files in meeting invites. It does this by analysing context such as recent activity, shared projects, or calendar events from the user who created the invite.
Solution
The sharing permissions of the OneDrive folders must be reviewed and updated to prevent documents from appearing unexpectedly in meeting invites.
The Practice OneDrive Admin Account user should:
- Log in to the Practice OneDrive Account.
- Locate the relevant shared folder/s.
- Adjust Direct Access settings to ensure only the appropriate users or User Groups have access.
For step-by-step instructions, refer to Configuring your Settings to Co-Edit Documents with your Team.
Once permissions have been updated, the documents will no longer appear in the original meeting invite for users who no longer have access.