Store and share documents
Quick Start Guide Edit documents that are shared with you
1. Click the document link in the email you
Share a document received informing you that a co-worker
has shared a document with you.
1. Click the ellipses (...) next to the document to open the document’s callout and then
click Share. 2. If you have edit permission, check out
the document if that’s required—and
2. In the Share window,
then edit the document in Word,
enter the name of each
PowerPoint, or another Office program.
person you want to
If you don’t have edit permission, you won’t
invite to share the
be able to edit it. Instead, you can review
document. As you type
and save any edits separately.
each name, SharePoint
searches the address 3. Click File > Save to save your changes.
book for matches and
lists options. When you Review a document that someone has shared
see the name you want,
with you
click it to add it to the
1. Click the document link in the email you received informing you that a co-worker
invitation list.
has shared a document with you.
3. Select the permission you want to grant invitees from the drop-down menu. You 2. Review or edit the read-only document and save any work in a separate file.
can change the permission for any person later. 3. Send a link to the file in an email message to the document owner and any other
4. If you want, type a message to be sent to all invitees in an email. The email coauthors.
includes a link to the shared document. If you’re granted edit permissions, you can edit the document. If you don’t have edit
5. If you do not want to send an email, click Show Options, and then uncheck Send permissions, save your notes and edits to a separate file, and send a link to the
an email invitation. document to the document owner and any others who are collaborating with you.
Sync a library to your computer See the edit history of a document in
1. Go to your OneDrive and then click the SYNC button. This opens the Sync Library OneDrive for Business
wizard, and automatically recognizes the name and web address of your
1. Click OneDrive in the header at the top of any SharePoint site in your
OneDrive library.
organization.
2. Click Sync Now to start syncing your
2. Click the ellipsis (…) to the right of the document. The callout window displays the
OneDrive. Click Show my files in the
dialog box to open your synced name of the person who last changed the document and the date of the change.
OneDrive folder in Windows Explorer. It’s
listed in your Favorites in a folder named Find libraries you’ve synced on your computer
OneDrive for Business.
If you sync your OneDrive to your computer, you can always find it quickly as follows:
You can also start the Sync Library wizard
from the OneDrive for Business menu in 1. Click the OneDrive for Business taskbar icon.
your Windows notification area. 2. Click Open your OneDrive folder.
If you have yet to sync any SharePoint
libraries to your computer, the Sync Library
wizard automatically prompts you to sync
your OneDrive, and references the Web
address of your OneDrive. If you want to
sync a different library, you can click Sync a
different library instead and then enter the
Web address of the SharePoint library you
want to sync.
If you’ve already synced your OneDrive, the
Sync Library wizard prompts you to specify
the address of the library you want to sync.
See who you’re sharing a document with Stop sharing a document or folder
1. Select a document and click Files > Shared With. 1. Select the document or folder you want to stop sharing, and then click Files >
2. The Shared With window lists all the people currently sharing this document and Shared With.
their permission status. 2. In the Shared With window, click the drop-down arrow next to the person you
3. The Shared With want to stop sharing with, and then click Stop sharing.
dialog box lists who’s
sharing a document. Send email to people you’re sharing a
document with
You can quickly address an email to everyone you’re sharing a document with. You
might do this if there are details about the document you want them to know about,
or if you want to remind them that you’ve shared the document with them.
1. Select the document you’re interested in, and then click Files > Shared With.
Change permissions of people you’ve shared 2. In the Shared With window, click Email Everyone.
a document with 3. If prompted, click Allow
in the Security Warning
If you sync your OneDrive to your computer,
dialog box to allow
you can always find it quickly as follows:
SharePoint to open your
1. Click the OneDrive for Business taskbar email program.
icon.
4. Compose and send the
2. Click Open your OneDrive folder. email from your email
3. Select the document or folder, and then program.
click Files > Shared With.
4. In the Shared With window, click the drop-
down arrow next to the person whose
permissions you want to change, and click
the permission you want to assign.
