For a colleague receiving a shared sheet. Keep this checklist with your own working notes; do not submit its contents.
- Record the sheet owner/source and the version or date you are relying on. Keep private data out of public templates.
- Confirm your permitted use. Ask the owner for an editable copy or approved export when needed. Respect disabled copy/export controls.
- Define the smallest needed range. Check formulas, dates and currency; record what an export may lose.
- Label your working copy with source/date and changes. Keep the original reference separate.
- Check sharing with the owner before a handoff. Remove unnecessary personal information from the handoff itself.
- Record one unresolved question and who can answer it. Unknown is a valid entry.
Source/version ___; permitted use ___; needed range ___; formula/date checks ___; copy changes ___; next question ___.
Current permission reference: Google Drive Help: limit sharing and copying, reviewed 12 October 2026. This resource does not claim a specific current Google Sheets UI sequence.