Microsoft 365 OneDrive (2023): Working with Files

Name: Microsoft 365 OneDrive (2023): Working with Files
Author: Katie Layman

Learn to create, upload, and save files, organize files and folders, and delete and download files and folders

Preview the first lesson free — get full access to all 3 lessons.

Course: On-Demand

Hello, my name is Katie Lehman, and in these lessons, you will learn how to create and upload files, organize files and folders, rename, copy, download, and delete files. In this lesson, I will show you how to create and upload files. In Microsoft 365 OneDrive, there are a variety of ways to upload files as well as create new files. The new button at the top left corner can be clicked, and you can see the various types of formats for files that you can create with those web applications that are included with your Microsoft 365 plan. For instance, Word for the web, or Microsoft Excel for the web, or PowerPoint, OneNote, Visio. There are a variety of formats that you can use, and the nice thing is it keeps a nice clean desktop for you, where you don't have a lot of different icons and tabs like open at the bottom of your screen. Since these programs are located on the web, they're very easy to access, and they autosave directly into the OneDrive platform. Let's take a look. Let's open an Excel workbook, and this will start creating a brand new Microsoft Excel spreadsheet. I'll create a few column headings, and you can see that it has the same functionality as Microsoft Excel has, where you can change the formatting and the fonts and the different look and feel of the workbook that you're working with. Let's notice what happens every time that I edit some information in these columns. Take a look in this area up here at the top. Do you see how it does a quick saving? So it already has named this book. A great idea is when you first start working with one of these documents from OneDrive, go ahead and rename it so every time it autosaves, it has the correct name. So this file name will be My Spreadsheet. And now you will notice every time it's saving, it is saving to the correct file name. So let's take a look in OneDrive and see where the file is. I'm going to refresh this, and now it is called My Spreadsheet xlsx. So it has been saved directly to the My Files area a few seconds ago, and it's ready to be saved inside of a folder, or it can be shared with somebody, or you can rename it again or copy it to another location or download it. So there are so many possibilities of what you can do with the file once you have it in OneDrive. To create a new Word document, go into Word and you see the Word application for the web opens. Again, the name is Document. So the first thing you might want to do is click on that and rename your file. Now every time that I make a change to that file, you will see that it's saving it with a correct file name. And now we're going to take a look and see if we can find that new Word document. It usually takes a few seconds to come in, or you can hit refresh. And now my new Word document is appearing. So now we have these files, and another way to add new files into OneDrive is to upload them directly from your hard drive. So select the Upload button, and you can upload an entire folder or files and bring them in this way. And OneDrive always asks if you would like to share that file when you first bring it in. So that's a nice feature to know right away if that's something you will be sharing with others, or maybe you want to move it to a folder where it's a personal folder and you're not going to share. So it's good to be thinking about these things as the files are coming in as well. So those were two ways to bring in brand new files, select new, and one of these formats or upload any other format, it could be an image file, or it could be an Adobe file. Feel free to bring in any type of file and any folder into the space. The nice thing too, is if this is downloaded onto your iPhone or your mobile device, you can use that app to do the same thing, upload a photo from your photo library or a file from your files library. And it will work the same way where you will have the most recent copy of that file or image directly on OneDrive. And you can also see it on your laptop or PC, the latest version of it. So those were three different ways, the new, the upload, or the upload on a mobile device. And the third way to bring things in, or actually the fourth way, is to minimize the screen. So select the icon at the top right corner that's in the middle. And if you have File Explorer open, and you want to bring in a document, select that document, left click on your mouse, drag it in, and it will be placed directly in here, asks if you want to share it. So that is the way you can move files, you can highlight multiple files at a time, or you can highlight folders, and click with your mouse, drag it in, and then release it, and it is now located in Microsoft 365 OneDrive. So that's a great way to bring in files that you already have organized in your File Explorer on your hard drive, and you want to bring them in that way, or you can upload them from this Upload button, or create brand new files from any of these different applications. And that is how you get all of the files into your My Files area of OneDrive. Stay tuned for the next lesson, where I will show you how to organize files and folders. Thanks for watching!

Essential Provider : Katie Layman 3 Lessons · 21m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

Working with files in Microsoft 365 OneDrive involves staying organized, and having a great filing system that works for your needs. When collaborating with others in OneDrive, it is helpful to have a “Work in Progress” folder to keep track of the various edits and versions of a document, prior to saving a final version. Deleting, renaming, and downloading files is essential to keep a manageable list of files and folders on OneDrive and to work efficiently.

In this course, you will learn how to create folders in OneDrive, which will provide the foundation for storing documents, photos and images. The ability to upload files into OneDrive and create new files using the Microsoft Office web applications is essential for adding to your OneDrive account. A file or folder can be renamed and downloaded to your PC or laptop, and files and folders can be deleted, moving to the recycle bin, where they can then be permanently deleted.

What You'll Learn

Create folders in OneDrive to store documents, photos, and images
Upload files into OneDrive and create new files using the Microsoft Office web applications
Rename, copy, and download files and folders to your PC or laptop
Delete files and folders by moving them to the recycle bin and permanently removing them
Identify a file storage strategy and assess needs for sharing and accessing files
Analyze the flow of file management and apply best practices for maintaining a OneDrive account

Key Takeaways

Staying organized with a filing system that fits your needs is central to working with files in Microsoft 365 OneDrive.
A "Work in Progress" folder helps track edits and versions of a document before saving a final version when collaborating in OneDrive.
Deleting, renaming, and downloading files keeps the list of files and folders manageable and helps you work efficiently.
Creating folders provides the foundation for storing documents, photos, and images in OneDrive.
Deleted files and folders move to the recycle bin, where they can then be permanently deleted.

Frequently Asked Questions

What will I learn to do in this OneDrive course?

You will learn how to create folders in OneDrive, upload files, create new files using the Microsoft Office web applications, and rename, copy, download, and delete files and folders.

What topics does this course cover?

The course covers creating and uploading files; organizing files and folders; and renaming, copying, downloading, and deleting files.

What skills does this course help me build?

It helps build skills in File Management, Microsoft Office 365, Microsoft OneDrive, Microsoft OneNote, and OneDrive for Business.

How does OneDrive handle files I delete?

When you delete files and folders they move to the recycle bin, where they can then be permanently deleted.

Why is having a good filing system important in OneDrive?

Working with files in OneDrive involves staying organized so that deleting, renaming, and downloading files keeps a manageable list of files and folders and lets you work efficiently.