Welcome to the SharePoint and OneDrive How To's document that will provide you with a brief overview of using and accessing OneDrive and SharePoint. In this document, you will find information about managing permissions, sharing files, syncing SharePoint folders or adding shortcuts to OneDrive, signing in to OneDrive, and sending email with attachments from OneDrive and SharePoint. Whether you are new to these platforms or looking to enhance your knowledge, this guide will help you navigate these tools effectively.

To access and manage your files on OneDrive, you need to sign in to your account. Signing in ensures that your files are secure and accessible only to you. If you are unsure how to sign in to OneDrive, refer to the scribe titled . The following scribes will guide you through the sign-in process and accessing your files to take advantage of all the features offered by OneDrive.

This guide provides step-by-step instructions on how to sign in to OneDrive and set up your OneDrive folder on your computer. By following these steps, you can ensure that your files and folders are backed up and easily accessible across devices. This is important for seamless transitions between computers and maintaining the organization of your desktop and documents folders.

Sign-In to OneDrive

This guide provides step-by-step instructions for accessing OneDrive folders and files in File Explorer. By following these steps, users can easily navigate and manage their OneDrive files directly from their local file explorer, enhancing productivity and convenience.

Accessing OneDrive Folders and Files in File Explorer

This guide provides a quick and easy way to access your OneDrive folders and files through a web browser. By following a few simple steps, you can navigate to your OneDrive, sign in to your account, and view all of your saved folders and files. This guide is helpful for anyone who wants to access their OneDrive files without the need for downloading any additional software.

Accessing OneDrive Folders and Files through the Web Browser

Syncing SharePoint Document Libraries or Adding Shortcuts to OneDrive

SharePoint Document Libraries offer various ways to access and manage your documents, and two common options are "Sync" and "Add shortcut to OneDrive." These features allow you to work with your documents seamlessly across both SharePoint and OneDrive for Business. 

However, they serve slightly different purposes and have distinct functionalities. Below we discuss the key differences between the two options, instructions on starting and stop sync's, and instructions on adding OneDrive shortcuts.

To summarize the differences between syncing and adding shortcuts:

One thing to keep in mind when choosing which method to go with. You CANNOT use both methods on the same folder or a subfolder. In the example from the syncing option i can't be syncing a specific project folder and then try to add a shortcut to the the parent projects folder. You will get an error. 

Choose the method that best suits your workflow and storage requirements when working with SharePoint Document Libraries and OneDrive for Business. Depending on your needs, you may find one method more beneficial than the other, or you may use both to optimize your document management process.

Syncing a SharePoint Document Library means creating a local copy of the library on your computer using the OneDrive for Business sync client. This enables you to access the documents in the library directly from your computer's file system, just like any other folder. Here's how to sync and unsync a SharePoint Document Library:

This guide provides step-by-step instructions on how to sync SharePoint folders with File Explorer. By following these steps, users can easily access and manage their SharePoint files directly from their local machine, increasing efficiency and productivity.

Sync SharePoint Folders with File Explorer

How to Unsync OneDrive for Vector Choice Technology Solutions

If using the method above doesn't work because you don't see the Stop Sync button in the right click menu, use this alternate method.

How to Stop Syncing SharePoint Document Libraries (Alternate Method)

Adding a Shortcut OneDrive creates a reference to a document or folder in OneDrive for Business without creating a local copy. This feature allows you to access and work with the document or folder without consuming storage space on your computer. Here's how to add a shortcut:

How to Add a SharePoint Shortcut to OneDrive

In the below video, we discuss saving/uploading files directly to SharePoint. We cover saving files from emails and directly uploading them into SharePoint using the web browser and File Explorer for sync folders. Also covered is saving files while working on them from different applications such as Microsoft Word, PowerPoint, and Excel. 

Uploading and Saving Files to SharePoint

One of the important aspects of using OneDrive and SharePoint is managing permissions. Permissions control who can access and edit your documents. This following sections will guide you through the process, ensuring that you have complete control over your shared documents.

Collaboration is made easy with OneDrive and SharePoint. You can easily share files with others, granting them either edit or view permissions. To learn how to share a file with these permissions, refer to the scribe titled. This scribe will walk you through the steps required to share your files effectively, allowing you to collaborate seamlessly with your team or colleagues.

This guide provides step-by-step instructions on how to share a file with both edit and view permissions. It explains how to select the appropriate permission level, add internal company users, add external users, and send a message along with the file. By following these steps, users can easily and efficiently share files with the desired permissions.

How to Share a File with Edit and View Permissions

This guide provides step-by-step instructions on how to manage permissions and remove a user from a shared document. It is useful for anyone who wants to control access to their documents and ensure that only the intended users can view and edit them.

Managing permissions and removing a user from a document that you shared a link with.

Sending Email with Files from OneDrive or SharePoint

The attached scribe provides a comprehensive guide on how to insert and attach a file from SharePoint and OneDrive in an email using Outlook. Whether you are new to Outlook or simply looking to enhance your productivity, this scribe will equip you with the knowledge and skills to seamlessly integrate SharePoint and OneDrive into your email workflow. So let's dive in and explore the different sections of this scribe.

This guide provides step-by-step instructions on how to insert and attach files from SharePoint and OneDrive in an email using Outlook. It explains the options of sharing a link to the file or attaching a copy, and how to change the permission settings to allow recipients to edit the file. Following this guide will enable users to easily share and collaborate on files through email.

How to Insert and Attach a File from SharePoint and OneDrive in a Email (Outlook)

In this parent document, we have provided an overview of using and accessing OneDrive and SharePoint. We covered topics such as managing permissions, sharing files, syncing SharePoint folders, and signing in to OneDrive. By following the attached scribes, you will be able to navigate these platforms effectively and make the most out of their features. If you have any further questions or need additional assistance, please don't hesitate to reach out.