Microsoft OneDrive for Business Quick Start Guide

on July 29, 2016

OneDrive for Business is a great way to store business-related files, including draft proposals, meeting notes, or a demo script. It’s a great alternative to storing files locally on your device and keeps your data accessible wherever you are working.

Need more convincing? Watch this short video about why OneDrive is good for your business!

Step 1: Access OneDrive Online

1.    Sign in to your Office 365 account from a web browser: http://portal.office.com.

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  1. At the top of the page, select the app launcher Step1_2_appL, and then select OneDrive.

Note: If you need help downloading Office 365 or signing in, see instructions here. If you are not using Office 365, contact your admin for a web address.

Step 2: Sync your files (One-Time Setup)

To work with your OneDrive for Business files in File Explorer and access them even when you’re offline, sync the files to your computer. Whenever you’re back online, any changes that you or others made will sync.

First, find out which version you are using:  What OneDrive sync client am I using?

 Sync using the previous OneDrive for Business client

 Sync using the OneDrive for Business Next Generation sync client

Step 3: Upload Files

You can upload files to OneDrive for Business by dragging them from your computer, if you have the latest version of the browser. You can also use the upload button from within OneDrive or use File Explorer. Use the upload button for the best experience with a Mac computer.

Dragging and dropping files

  1. Select File Explorer from the Windows taskbar.
  2. Select the file you want to upload to OneDrive for Business. To select more than one file within a folder, press Ctrl on the keyboard as you select files.
  3. Press your mouse button and drag the files to OneDrive.
  4. When your files are uploaded, you’ll see a display in the upper right to show that your files were uploaded.

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 Note: You cannot upload folders with this method. Use File Explorer to upload folders.

Upload button (PC and Mac)

  1. Select Upload within OneDrive.
  2. Browse to the file you want to upload and select.
  3. Select Open
  4. When your files are uploaded, you’ll see a display in the upper right to show that your files were uploaded.

Note: This option only allows upload of files. Upload of folders are not available through this option.

Using File Explorer

If you haven’t yet set up sync with OneDrive, follow the instructions in Step 2. You can save both files and folders using this option.

  1. Open File explorer.
  2. Select the files or folders you want to move or copy to OneDrive for Business.
  3. Right-click and select copy or cut.
  4. Within file explorer, you’ll see OneDrive-[your company] displayed on the left pane
  5. Right-click on the OneDrive folder you want to save your file or folder to and select It may take a few minutes for the files to appear in OneDrive.
  6. As files are sync, a small green check mark will appear next to the document type icon.

Step 4: Save a Document

You can save a document directly to OneDrive for Business from within an Office application.

  1. With your document open, select File >Save As, and then select your OneDrive for Business folder.
  2. Navigate to folder you want to save the document to and select

Note: Once your document has been saved, you can press File>Save to sync updates to OneDrive.

Step 5: Share with Others

OneDrive for Business allows you to share files and folders with others.

On the OneDrive website

  1. Pick the file or folder you want to share by selecting the circle in the upper corner of the item. You can also pick multiple items to share them together.
  2. Tap or click Share at the top of the page.
  3. In the Share box that appears, choose one of the sharing options: Get a link or Email.

Note: Use the Get a Link option to share items with lots of people. For example, you can use these links to post to Facebook, Twitter, or LinkedIn, or share in email or IM. Anyone who gets the link can view or edit the item, depending on the permission you set. Keep in mind that the link can also be forwarded and sign-in is not required.

Choose Email if you want to send an email invitation to people or groups and keep track of who you invited. This lets you also remove permission for specific individuals or groups later if you need to. Find out more about document sharing here.

Troubleshooting Tips

  • Before you can save a file for the first time, you may need to add the site as a trusted site in your browser settings. For example, in Internet Explorer, select Tools > Internet options > Security > Trusted Sites > Sites. This process is different for other browsers.
  • If you are uploading a large file or multiple files, you may get an error message. To avoid errors: