Using OneDrive for Business

Purpose

Safely store, access, and share your work files securely from any device using OneDrive for Business.

What You’ll Need

• A Windows PC or Mac with internet access

• A supported browser (Microsoft Edge, Chrome, Safari, or Firefox)

• Your company work credentials (Microsoft 365 account)

• (Optional) The OneDrive desktop app for syncing files

Step-by-Step Guide

1. Access OneDrive

   • Go to Office.com, Microsoft365.com, or OneDrive.com.

   • Log in with your company account.

   • Select OneDrive from the apps menu.

2. Add or Create Files

   • In My Files, click Upload → select files or folders from your computer.

   • To create new documents directly in OneDrive, click New and choose Word, Excel, PowerPoint, or OneNote.

3. Share Files Securely

   • Select a file → click Share.

   • Enter the recipient’s email address.

   • Choose permission level (View or Edit).

   • Click Send.

4. Recover Deleted Files

   • Go to Recycle Bin to restore accidentally deleted items.

5. Sync with Your Desktop

   • Install or open the OneDrive desktop app.

   • Sign in with your work account.

   • Select folders to sync, making them available both online and offline.

6. Organize Your Files

   • Use the toolbar to move, copy, rename, or delete files.

   • Apply metadata and search features for quick access.

7. Collaborate in Real Time

   • Open shared files with Office Online or desktop apps.

   • Work simultaneously with colleagues (co-authoring).

   • Check Version History to view or restore previous versions.

Tips for Best Practice

• Use OneDrive instead of personal storage to keep company data secure.

• Regularly clean up and organize files to avoid clutter.

• Always set the least-privileged permissions when sharing files.

• Sync only the folders you need to save storage space on your device.

Need Help?

 

Contact All in IT Solutions today for expert assistance.

• Phone: 1300 255 464
• Visit: Support Page