Teach Yourself VISUALLY Microsoft 365. Paul McFedries

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      From a OneDrive Folder

      

Open the OneDrive folder that contains the document you want to open.

      

Right-click the document.

      

Click Open in App, where App is the desktop app associated with the document type (such as Excel, as shown here).

      The file opens in the appropriate Microsoft 365 app.

      TIP

      How can I tell that changes I have made are saved to my OneDrive space?

      When you save your document in the Microsoft 365 program, watch the title bar in the app (A). When you see the message “Saving,” it means that the app is uploading your changes to your OneDrive space. You see “Saved” when the upload is complete.

Upload a Document to OneDrive

You can upload any document from your computer to your OneDrive at any time. By default, Microsoft 365 saves all documents to the OneDrive folder on your computer and then, in the background, synchronizes the contents of the OneDrive folder with your online OneDrive space.

      But suppose that you sign out of Microsoft 365 and choose to save documents locally on your computer. If you then find that you need a document in your OneDrive space to edit while you travel, you can place a document into your OneDrive folder on your computer and then upload it from your OneDrive space.

      Upload a Document to OneDrive

      

Sign in to OneDrive using your browser.

      Note: See the section “Sign In to OneDrive,” earlier in this chapter, for details.

      

Click to display the folder where you want to place the document.

      

Click Upload.

Click Files.

      The Open dialog box appears.

      

Navigate to the folder containing the file you want to upload.

      

Click the file.

       Click Open.

       The file appears in your OneDrive space.

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      How do I create a folder in my OneDrive space so that I can organize my documents by type?

      Navigate to the OneDrive folder where you want to place the new folder. Then, click New (A) and, from the menu that appears, click Folder (B). Enter a name for the folder and click Create.

Share a Document Using OneDrive

You can use a Microsoft 365 online app to share a document stored on your OneDrive. Suppose that you finish the work on a document from your OneDrive space and you are ready for others to review it. You do not need to use the Microsoft 365 app installed on your computer to invite others to review the document; you can use commands available in OneDrive.

      OneDrive offers three ways to share a document: You can send the document by email, share it using a social media service of your choice, or send a link to the document on your OneDrive.

      Share a Document Using OneDrive

      Open a Document to Share

      

In OneDrive, open the document you want to share.

      

Click Share.

      The Send Link dialog box appears.

      Note: Follow the steps in one of the following subsections to share the document.

      Share via Email

      

For each person with whom you want to share the document, start typing the name or email address and then click the name when it appears.

       You can include a personal message here.

       You can click this to control how recipients can edit.

      

Click Send.

      Email messages are sent to the recipients you supplied, providing a link to the document.

      Share via a Link

      

Click Copy link.

       OneDrive generates a link and copies the link address to your computer’s Clipboard; provide this link to anyone with whom you want to share the document.