This may seem like a simple question. But it is not. After 3 decades of IT, we are still debating and are confused. This article is about where to store files in Office 365. This simple poster became popular on LinkedIn. Here are the details… based upon the interaction on the post and what I have seen at hundreds of customers.
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Stop sending attachments – unless it is mandatory. When you Share OneDrive Links you get many benefits. Assumption – you want to share the link to specific people. If the link is forwarded to other people, it should not work. Two ways of sharing . Outlook and from everywhere else. Reading time 5 min.
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Hope you have noticed this handy feature. If your Office files are stored on OneDrive, Teams or SharePoint, you can change the file name WHILE you are editing the file.
It is so simple, but extremely useful. From the title bar, open the dropdown next to the file name. The filename textbox is editable. Change the name and press ENTER. That’s it.
What else can you do here?
- See Version History
- Open the file on web location (OneDrive, SharePoint or Teams)
- Share a file (this can be done more easily using the Share button in the ribbon)
Rename not possible with older file formats
This is an XLS file. It opens in Compatibility Mode. Live Rename is not possible.
While saving files we see these two options: This PC and Browse. What is the difference?
If it is a local file, Save or Save As – there is no difference. It opens the standard file save dialog showing local PC files.
If this is a OneDrive, SharePoint or Teams file, there is a difference. For saving these files for the first time, we choose OneDrive or Sites (Teams). Therefore, the Browse and This PC does not come into picture.
However, when you are saving a copy of such files, there is a difference. Note that for online files, there is NO Save As option, it is a Save a Copy option.
If you choose This PC, it will still show the standard File Save dialog showing the default folder (typically Documents).
But if you choose Browse, it browses the current file save location – which is OneDrive or Teams or SharePoint.
(Reading time 3 min ) This article provides concise instructions on where to store files when you have Office 365 E3 or above in your organization. There are multiple places and apps within Office 365 where files can be stored. But there is no clarity about which file goes where. Here is a simple guide for everyone.
Continue reading Store files in Office 365 – Best Practices