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Onedrive How To

This document provides instructions for setting up OneDrive on Windows and Mac devices. The steps include downloading and installing OneDrive, signing in with a Microsoft account, selecting a location to store cloud files, and completing the setup process. Additional sections describe how to sync files between OneDrive and devices, share files with others, back up files to OneDrive, and restore deleted or older versions of files.

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26 views16 pages

Onedrive How To

This document provides instructions for setting up OneDrive on Windows and Mac devices. The steps include downloading and installing OneDrive, signing in with a Microsoft account, selecting a location to store cloud files, and completing the setup process. Additional sections describe how to sync files between OneDrive and devices, share files with others, back up files to OneDrive, and restore deleted or older versions of files.

Uploaded by

hocus focus
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Windows

1. Click Start

2. Search for OneDrive

3. Select Microsoft OneDrive

4. Sign in to OneDrive using your Microsoft account credentials

5. Set the location you want to store your cloud files


6.

7. Click Next

8. Select Skip

9. Click Next

10. Select Later

11. Click Close

Mac
1. Download the OneDrive for Mac installer

2. Launch the installer and wait for it to download

3. Click Launcher

4. Open OneDrive

5. Sign in to OneDrive using your Microsoft account credentials

6. Set the location you want to store your cloud files

7. Click Next

8. Select Skip

9. Click Next

10. Select Later

11. Look for OneDrive on Finder

OneDrive should be able to upload your local files to the cloud after completing these steps, whether
on Windows or Mac.

Sync your devices to OneDrive

After setting up OneDrive to your computer, it should automatically sync files from your computer to
the cloud, where you access them from there. There should be a OneDrive folder on your File
Explorer or Finder. If that’s not the case, try to troubleshoot your sync settings.
1. Click the OneDrive icon in your taskbar

2. Click Help & Settings (Gear icon)

3. Select Settings
4. Click Unlink this PC

5. Select Unlink account

6. Click Add an account

7. Sign in to OneDrive using your Microsoft account credentials

8. Set the location you want to store your cloud files


9. Click Next

10. Select Skip

11. Click Next

12. Select Later

This troubleshooting option should successfully sync your local files to OneDrive.

If you want to add more than one Microsoft account to your OneDrive, follow the steps
below:

1. Click the OneDrive icon in your taskbar

2. Click Help & Settings (Gear icon)


3. Select Settings

4. Click Add an account

5. Sign in to OneDrive using your Microsoft account credentials

6. Set the location you want to store your cloud files

7. Click Next

8. Select Skip

9. Click Next
10. Select Later

Note that your additional OneDrive folder may contain further information on its name: OneDrive –
User/Company/School Name.

You should check the status of your files and folders consistently to manage settings right away, just
in case.

Share files with your team

One of the highlights of using OneDrive is you can share files with your colleagues, classmates,
friends, and family. By sharing a secure link, you can let others access your files. Of course, you have
direct control of who gets to view and edit your files and revoke their access anytime.

There are two ways you can share your OneDrive files securely with your team. Follow the steps
below:

Share file/folder via link

1. Right-click on a OneDrive file/folder

2. Select Copy Link


3. Set the access settings

4. Click Apply

5. Click Copy

6. Share the copied link to the designated person


Share file/folder via email message
1. Right-click on a OneDrive file/folder

2. Select Share

3. Enter the name, group or email you want to share the file/folder

4. Select the access type

5. (Optional) add a message

6. Click Send

Your recipients should now be able to access your shared files.


Backup your files

If you’ve already set up and synced OneDrive on your device, it should automatically back up your
local files. But if it’s not doing that, follow the steps below:

1. Click the OneDrive icon in your taskbar

2. Click Help & Settings (Gear icon)


3. Select Settings

4. Click the Backup tab

5. Click Manage Backup

6.
7. Select the folder you want to backup

8. Click Start back up

9. Click View sync progress


Restore your files

It’s not always fine and dandy in the workplace – even with OneDrive’s help. Sometimes, human
error can wreak havoc on your unrivalled efficiency. It can either be accidentally messing up or
deleting a document.

When you share your files/folders with other people, there’s always a possibility of a mess up.
Sometimes that mess up can be something like unknowingly deleting an entire document or a vital
section of it. If that happens, what do you do?

Good thing OneDrive has provided features that will help you get yourself out of this pickle.

Restore older file version

It’s a good thing that OneDrive has a feature that saves previous file versions. This functionality lets
you access the previous versions of a file and revert it to that stage.

To access a file’s version history, follow the steps below:

1. Right-click on a OneDrive file/folder

2. Select Version History


3. Choose the version you want to revert to

4. Click the more options icon (…)

5. Select Restore

Restore deleted files

“Okay, but my file was deleted by a teammate?”

OneDrive, similar to your local desktop, has its Recycle bin that temporarily holds deleted files for 30
days. To restore your deleted file/folder from the Recycle bin, follow the steps below:

1. Open Microsoft OneDrive


2. Click Recycle bin

3. Select the file(s) you want to restore

4. Click Restore

Your files should be back in their respective folders before being deleted. If not, check the Recycle bin
and repeat the process.
OneDrive in a nutshell

There’s no denying the advantages OneDrive can do for your company, whether for backup, data
management, team collaboration, or all the above. The tips above will help you start using OneDrive
to its fullest potential. But before that, ensure a clear data management outlook with your team to
prevent any data troubles in the future.

If you want to learn more about OneDrive and how it can help you move forward with your business,
don’t hesitate to get in touch.

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