OneDrive for Business

training for end users

Overview
1-hour, instructor-led training

What is happening when? First day activities

OneDrive for Business How-to resources

how-to training
What is happening
when?
What is happening?
We are now using OneDrive for Business, so you can share and
collaborate on all your files from anywhere. 

With OneDrive, you can:

• Access and edit your files from all your devices ​

• Share inside or outside your organization​

• Work together in real-time on Office documents1​

• Quickly find the files that matter to you​

• Keep your files protected and backed up​

1
Co-authors must be using Office 365, Office 2016, Office 2019, or the latest mobile apps
When is it happening?
Go Live
Get ready Get set Go!

Communications Early online Countdown

Ongoing online announcements Ongoing communication activities
& outreach announcements messaging

Ongoing Support
HelpDesk and Tech Lounges
Support HelpDesk and Tech Lounges
for early adopters
for end users

End user training

Training (online, self-paced, &
(online, instructor-led)
Learning Train the Trainer
self-paced, &
(Instructors, HelpDesk, Champions) First-day launch materials
instructor-led)
available
First day activities
First day checklist
 Sign in to Office 365
In a web browser, go to office.com
Enter your email address:
<name>@<organization url>.com

 Set up OneDrive on your mobile devices

Follow your organization’s installation instructions, or see
the installation instructions at:
• Use OneDrive for Business in iOS
• Add OneDrive for Business in Android

 Set up syncing for your files and folders

Follow your organization’s instructions, or see the
installation instructions at:
• Sync files with the OneDrive sync client in Windows
• Sync files with the OneDrive sync client on Mac OS X
Set up syncing for your files and folders
1
Follow the instructions at
Sync files with the OneDrive sync client in
Windows

2 Select files you want always available

(see next slide).

3 In the Windows system tray, select the

OneDrive icon to view the Activity center and
see the sync activity and access options.
See Which version of OneDrive am I using?
if you need to confirm which version of the
Sync Client you have.
OneDrive Files On-Demand
With OneDrive Files On-Demand, you can set files
and folders to always be available locally on your
device or save space by making files online only. 
In the taskbar, select the OneDrive icon, and select
More > Settings. Then, on the Settings tab select
Save space and download files as you use them. 

Mark files/folders to be always available, even

offline.<name>@ORG_ADDRESS

Change file/folders back to online only.

<name>@ORG_ADDRESS
Files you download Online only files/
to your device and folders do not use
available offline. space on your device.
<name>@ORG_AD <name>@ORG_ADD
DRESS RESS
OneDrive for Business
how-to training
Access: Access and edit your files
from all your devices
Open OneDrive

Sign in to office.com, then select OneDrive

OneDrive tour
Select a command from menu bar,
or right-click a file in the list and select a
command from menu

Select a file, then select to see the

file’s info, preview, and recent activity,
and to manage sharing rights

Find and restore earlier versions of your

files

Find trending content, files shared with

you, SharePoint sites you’re following, and
more
Access the file you want

Search for files across Office 365

See recently used files sorted by
date
See files that have been shared with
you or shared by you.
Select to filter by when modified,
file type, or who shared file
See files from SharePoint sites and
Teams
Upload a file

Select Upload > Files. Select the file or files

to upload and then select Open. Or drag
and drop from File Explorer.
Create a file

Select + New, and then select the type of file to

create
If you don’t see the New command, make
sure to deselect any files in your list
 be prompted to
Move or copy a file

to OneDrive to
To move or copy a file to a new location, select
Move to or Copy to.

Then select where to move or copy the file, and

want to share
select Move to or Copy to.
View file version history

1 Select a file and select Version history

2 Select a version of the file to open it. You

can then save it as the current version, or
save it under a new name.
Open files in Office

Select File > Open

Open from the Recent list. Pin important

files for easy access.

Open files from:

• Files shared with you
• Your organizational OneDrive
(OneDrive - <organization>)
• SharePoint sites you’re subscribed to
• Your personal OneDrive
• Your PC
Save files to OneDrive

Select File > Save As

Save As to:
• Files shared with you
• Your organizational OneDrive
(OneDrive - <organization>)
• SharePoint sites you’re subscribed to
• Your personal OneDrive
• Your PC
View your files from a mobile device
Tap Files to access your files and folders on OneDrive.
Select next to a file to open the menu

…
Tap Recent to see your most recently active files.

Tap Scan to scan a document, whiteboard, or

business card.

Tap Shared to see files shared with you and discover

content trending around you..

Tap Sites to access your SharePoint sites.

View and select your accounts

Open the OneDrive app and tap Me. Then tap the
account at the top of the screen
Tap Add account to add an account. You can have
multiple accounts, for instance, your work OneDrive
and your personal OneDrive.

See trends views. Tap to see an activity chart.

Tap Offline Files to all the files you have taken

offline.
Tap Recycle Bin to access and recover deleted files.
Take a picture from OneDrive
1 Tap Files > + >
Take a Photo or video

2 Tap to take photo

3 Tap Use Photo to save
picture to OneDrive
Scan a multipage document
1 Tap Scan

2 Tap Document

3 Tap + to take the

picture of the next page
Share a file from a mobile device

Press and hold a file to select it, then

tap Share.
Share: Share inside or outside your
organization
Share a file
1 Select Share

2 Select to choose share settings

Note: See next slide for details

3 Enter who to share file with

Select Send to send the sharing link directly

4 to the recipients
Select Copy Link to get a link you can use in
IMs, email, etc.
Select Outlook to open an email message
window with the link already attached
Choose your share settings

Annual Financ…(DRAFT).docx

Choose who can use the link:

Anyone – people inside and outside your org can access.
Receive links directly or forwarded.
Contoso People in <organization> – everyone in your org can
access.
People with existing access – create a link to be used by
people who already have access.
Specific people – enter email addresses of the people you
want to give access to.
Allow link recipients to edit the file.
Leave blank to make link read-only.
Set a date if you want the link to expire
automatically
Share safely with people outside the company

Choose Specific people in Link Settings, and

enter the email addresses of who you want to
Annual Financ…(DRAFT).docx
share the file with.

They will be sent an email message with a time-

Contoso limited, single-use verification code when they
open the link. By entering the verification code,
they prove ownership of the email account to
which the secure link was sent.
Share a file in Office on the desktop
1.1 Select Share on the ribbon, or select
File > Share
If your file is not already saved to
OneDrive, you'll be prompted to upload
your file to OneDrive to share it.
2.
2 Enter who to share the file with, select
your share settings, and choose how to
send the link.
Share a link in Outlook

While composing an email, select

Message > Attach File
If the file you select is not already saved to
OneDrive, you'll be prompted to upload
your file to OneDrive to share

Select next to an attached file to change

permissions and take other actions.
Collaborate: Work together in real-
time on Office documents
Coauthor a Word document

After you share a document, you can work

on it at the same time with the people you
shared it with.

Select the coauthoring notification to see

names of the other people editing the
document.
Select a coauthor to go to where they’re
working in the document.
Discover: Quickly find the files that
matter to you
Find relevant content in Discover view

Select Discover in the navigation pane

to view trending content in your
organization and content relevant to
your work.
Discover view is powered by Microsoft
Graph. Discover view does not change
any permissions. Your private
documents are not visible to others and
you can view only those documents
that you have been given access to.
See file info in the Hover card
Hover over the name of a file to see a
card with additional information on the
file, like views and modifications.

Select See details on the card to open

the information pane for the file.
See file activity and other details on a file

Select See details on a file’s hover card, or

select a file and then select to view details

See a preview of the file and the number of views

See who the file is shared with, and change or

remove sharing settings
See any recent edits or other activity on the file

See other file information

Protect: Keep your files protected
and backed up
Restore a deleted file
You can restore items you delete, and items other
people delete (as long as you have permission to
edit the items) for up to 93 days.

1 Select Recycle bin 2 Right-click the file and select Restore.

Restore your entire OneDrive
If your OneDrive files get deleted, overwritten,
corrupted, or infected by malware, you can restore
your entire OneDrive to a previous time.

1 Tap Settings > Restore your OneDrive.

2 Select a date and select the changes that you

want to undo.
How-to resources
Recommended OneDrive learning path

> >

QuickStart Guide Video Training Help Center

support.office.com/en-us/article/upload-files-and-folders- support.office.com/en-us/article/onedrive-video-training- https://support.office.com/en-us/onedrive
to-onedrive-a5710114-6aeb-4bf5-a336-dffa7cc0b77a 1f608184-b7e6-43ca-8753-2ff679203132
Additional training and help

Office 365 Training Center

https://support.office.com/en-us/office-training-center

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